Financial Interface Widget Segmentation for Multi-Transaction Workflows
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Solution Overview
Problem
Conventional financial transaction systems limit users to a single transaction at a time and do not allow for real-time monitoring of financial information or customization of user interfaces, requiring users to perform transactions through the same steps without shortcuts or personalized options.
Innovation Solution
A system and method that enables users to conduct multiple financial transactions simultaneously on a single display, allowing real-time updates and customization of widgets for financial applications, including the creation of shortcuts based on previous transactions, across various touchpoint devices.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Productivity
If conventional financial transaction software is used, then a single financial transaction can be performed, but the user cannot monitor other activities in real-time or perform multiple transactions simultaneously
Solution Approach 1:
The user interface is segmented into multiple independent widgets, each capable of displaying different financial information or performing different transactions simultaneously. This allows the interface to handle multiple transactions and real-time monitoring without becoming overly complex, as each widget operates independently but can be customized and saved for reuse
Solution Approach 2:
The system performs preliminary actions by automatically generating widget templates based on user transaction history and preferences. These pre-configured widgets are saved and can be quickly deployed, allowing users to set up complex multi-widget interfaces without manually configuring each element, thus improving productivity while managing interface complexity
2Ease of operation
If conventional transaction software is used, then standard transaction steps must be followed, but users cannot create shortcuts or limit required interaction
Solution Approach 1:
The system copies successful transaction configurations into reusable widget templates. When a user completes a transaction, the system offers to create a widget template based on that transaction, which can then be quickly replicated and modified for future use. This eliminates the need to re-enter the same transaction steps repeatedly, speeding up operations while managing customization through template-based approaches
Solution Approach 2:
The system automatically analyzes user transaction patterns and proactively generates widget templates without requiring explicit user instructions. The system serves itself by learning from user behavior and creating customized interfaces that match user preferences, reducing the effort users must invest in customization while providing personalized shortcuts
3Adaptability or versatility
If conventional software is used, then transactions are performed step-by-step, but users cannot customize the user interface based on previous actions
Solution Approach 1:
The system performs preliminary analysis of user transaction history and automatically generates customized widget templates before the user needs them. These pre-configured templates are saved and can be quickly deployed, allowing the interface to adapt to user preferences without requiring time-consuming manual setup each time
Solution Approach 2:
The system continuously monitors user interactions and transaction patterns, using this feedback to refine and update widget templates. The system learns from user behavior and automatically adjusts the interface configuration to better match user preferences over time, making the interface increasingly adaptable without requiring additional setup time
Data Source
AI summary
A computer-implemented method for customizing a user interface comprises receiving, from a touchpoint device, identification information entered by a user; accessing a record of the user from a database using the received identification information; determining whether the record has any application windows configured for the user interface on the touchpoint device; transmitting, by a server to the touchpoint device, at least a first financial application window and a second financial application window identified by the record of the user for display of the first financial application window and the second financial application window simultaneously on the user interface of the touchpoint device; receiving instructions from the user via the first financial application window to perform a financial transaction; and performing, by a server, the financial transaction while the touchpoint device displays at least the first financial application window and the second financial application window, wherein the first financial application window and the second financial application window are updated with real-time information.