Insight Carousel Configuration Using Reusable Templates

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current graphical user interfaces are not well-suited for presenting transaction-related insights in a digestible and navigable manner, lacking the flexibility and customization needed to effectively display and update insights dynamically.

Innovation Solution

An insight carousel is automatically configured using templates with text, visual representation, and link fields, allowing for dynamic generation and updating of slides based on received insights, enabling intuitive and flexible presentation of transaction information.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If existing websites, portals, and software applications are used to present transaction-related tips and suggestions, then real-time access to transaction information is provided, but the interface is not well-suited for presenting tips and suggestions in a digestible manner

Engineering Contradiction:
Improveease of presenting tips and suggestionsVSAvoidinterface complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The interface is segmented into modular template components (text field, visual representation field, link field) that can be independently configured and assembled. Each template represents a discrete unit for presenting insights, allowing the system to break down the complex task of insight presentation into manageable, reusable segments that improve ease of operation without increasing overall interface complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Pre-designed template patterns are copied and reused across multiple insights. Instead of creating custom interfaces for each tip or suggestion, the system uses replicated template instances with different content, enabling consistent and efficient presentation of multiple insights through standardized copying of proven interface patterns.

Inventive Principle:
Principle #26Copying

2Adaptability or versatility

If manual configuration of insight presentation interfaces is performed, then customization is achieved, but time-consuming manual programming is required

Engineering Contradiction:
Improvecustomization capabilityVSAvoidtime for creating and updating insights
Core Design Contradiction:
Adaptability or versatilityVSLoss of time

Solution Approach 1:

The system performs self-service by automatically populating template fields with insight data. The processor retrieves insights, matches them with appropriate templates, and auto-fills text, visual representations, and links without human intervention. This eliminates manual programming while maintaining full customization capability through the template matching and population process.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

Templates are pre-configured with field structures, validation rules, and presentation formats before insights are created. This preliminary preparation of template frameworks allows insights to be rapidly instantiated and populated later without requiring manual configuration each time, significantly reducing the time for creating and updating insight presentations while preserving adaptability.

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If dynamic generation of insight carousels is implemented, then flexibility and customization are improved, but system complexity increases

Engineering Contradiction:
Improveflexibility in presenting insightsVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

A single template structure serves multiple functions by accommodating different types of insights (text descriptions, visual representations, links) through standardized fields. The universal template design allows the system to handle diverse insight content types without requiring separate complex configurations for each type, achieving flexibility while managing system complexity through consolidation.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system achieves dynamic generation by changing parameters within the template framework (populating different text content, visual representations, and links) rather than altering the fundamental template structure. This parameter-based approach allows flexible customization of insight presentations while maintaining a stable, manageable system architecture, as the core template definition remains constant while only its instantiated parameters vary.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS20240242025A1Automatically configuring an insight carousel of a graphical user interface based on templates
Publication Date: 2024.07.18 TRUIST BANK
  • US20240242025A1 patent drawing
  • US20240242025A1 patent drawing
  • US20240242025A1 patent drawing

AI summary

Some examples described herein relate to automatically configuring an insight carousel of a graphical user interface based on templates. In one example, a system can receive templates and insights associated with transactions, populate fields within each template using information associated with the insights, and generate a graphical user interface including an image carousel having slides incorporating the populated templates.