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.