US 12,260,461 B2
Interface screens for use with straight through processing (“STP”)
Karen Slayton, St. Johns, FL (US); Lisa J. Decamp, Chicopee, MA (US); Lawren L. Wacha, Jacksonville, FL (US); James M. O'Malley, King of Prussia, PA (US); and Angela D. Thompson, Jacksonville, FL (US)
Assigned to Bank of America Corporation, Charlotte, NC (US)
Filed by Bank of America Corporation, Charlotte, NC (US)
Filed on Mar. 8, 2022, as Appl. No. 17/689,015.
Prior Publication US 2023/0289885 A1, Sep. 14, 2023
Int. Cl. G06Q 40/08 (2012.01); G06F 3/0481 (2022.01); G06F 9/451 (2018.01); G06Q 10/10 (2023.01)
CPC G06Q 40/08 (2013.01) [G06F 3/0481 (2013.01); G06F 9/451 (2018.02); G06Q 10/103 (2013.01)] 10 Claims
OG exemplary drawing
 
1. An electronic environment for enabling straight through processing (“STP”) of an advisor/client-adopted illustration, the electronic environment comprising:
a platform including:
a workstation associated with an advisor, the workstation being integrated with back-office systems operated by an entity, the advisor being associated with the entity; and
a single interactive interface display screen located on the workstation, said single interactive interface display screen displaying a personal dashboard associated with a client, the personal dashboard including automated controls configured to incorporate operational governance rules relating to advisor/client adopted illustrations, the personal dashboard configured to:
enable the advisor to access real time status of pending transaction processing relating to the client; and
display a first illustration and a second illustration, said single interactive interface display screen further configured to juxtapose like portions of the first and second illustrations; and
a remote server;
wherein:
the back-office systems are configured to update the personal dashboard based on real time changes in the pending transaction processing relating to the client;
the automated controls are configured to lock the single interactive interface display screen when the client fails to satisfy at least one pre-determined environment condition;
the at least one pre-determined environment condition comprises a requirement that each of the first and second illustrations comprises a signature from the client; and
the remote server is configured to determine whether an advisor-selected characterization of the first illustration is correct and, if the advisor-selected characterization of the first illustration is incorrect, then the remote server is configured to recharacterize the first illustration as a second illustration and transmit the second illustration to the workstation such that the advisor-selected characterization of the first illustration and the recharacterization of the first illustration comprise the first and second illustrations displayed on the single interactive interface display screen.