Daniel Raymond Roland

US Patent:

20140279391, Sep 18, 2014

Filed:

Mar 15, 2013

Appl. No.:

13/841064

Inventors:

Suzanne Gallo - Lake Forest IL, US
Daniel Roland - Mt. Pleasant WI, US
Shilpa Wadhera - Vernon Hills IL, US
Alfredo Osorio - Lake Forest IL, US

Assignee:

Discover Financial Services LLC - Riverwoods IL

International Classification:

G06Q 40/02
G06F 3/0481

US Classification:

705 38

Abstract:

Systems and methods are provided that cause a single user interface to be accessible by an account manager, where the single user interface is capable of displaying biographical information about a customer, displaying financial history and information about the customer, displaying a credit bureau summary portion, integrating additional calculators into the user interface, providing an offer result history, providing a banking information indicator, creating decision fields in the user interface that utilize new data sources, and/or providing the ability to present dynamic scripting to the account manager based on account attributes and other attributes and data.