Onboarding Interface for FEIN-Based Multi-Service Client Setup
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Solution Overview
Problem
Current onboarding systems for software services lack unified management of client profiles across multiple services, leading to issues such as data out-of-sync errors, unnecessary duplication, and time-consuming profile updates, particularly in managing client locations under different Federal Employer Identification Numbers (FEINs).
Innovation Solution
A graphical user interface that receives client location data in a consolidated manner, organizes it per FEIN, and displays groups of client location data on separate pages, using guided questions to configure each software service, thereby eliminating repetitive data entry and improving the onboarding process.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If client profile information is managed separately for each service, then each service can be configured independently, but data synchronization errors occur and updates must be made across multiple profiles
Solution Approach 1:
The patent merges previously separate client profile management into a unified profile that serves multiple services. The onboarding system consolidates location data, company information, and service configurations into a single client profile, eliminating data synchronization errors while maintaining service-specific configurations through the unified interface.
2Adaptability or versatility
If location data is collected separately for each service, then service-specific requirements are met, but duplication of effort increases and onboarding time extends
Solution Approach 1:
The patent combines location data collection into a single unified process that serves multiple services simultaneously. The system collects comprehensive location information once during onboarding, then automatically distributes and configures this data across all relevant services, eliminating repetitive data entry while maintaining service-specific requirements.
Solution Approach 2:
The patent performs preliminary collection of all necessary location data and company information during the initial onboarding process, before service-specific configurations are needed. This preliminary action captures comprehensive data that can be reused across multiple services, significantly reducing subsequent configuration time and effort.
3Measurement precision
If comprehensive location information is collected upfront, then service eligibility can be determined accurately, but the onboarding process becomes more complex
Solution Approach 1:
The patent segments the onboarding process into distinct, manageable sections including location information collection, company profile setup, and service selection. Each segment handles specific data types and requirements, making the overall complex process more navigable and user-friendly while still gathering comprehensive information needed for accurate service eligibility determination.
Data Source
AI summary
A method, apparatus, system, and computer program code for onboarding client information for provisioning multiple software services. On a first page of the graphical user interface, client location data is received in a consolidated manner for the multiple services. Within the first page of the graphical user interface, each of the multiple software services is configured using a plurality of guided question. The client location data is organized according to Federal Employer Identification Number. Groups of client location data, organized per FEIN, are displayed on a second page of the graphical user interface, providing an easier onboarding process that reduces no-starts and enables a client to onboard services more quickly and accurately.