Computerized methods and apparatuses for guiding a user...

G - Physics – 06 – Q

Patent

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G06Q 40/00 (2012.01)

Patent

CA 2746628

Described are computer-based methods and apparatuses, including computer program products, for guiding a user through a transaction to change a contribution configuration in a defined contribution plan. A request is received by an application from a client device. The application processes the request and plan data associated with a user is retrieved. User interface data is generated by the application and the data is transmitted to the client device. A user interface is displayed which initiates, reviews and executes a transaction to change a current contribution configuration to a suggested contribution configuration without requir-ing the user to enter any additional information.

Linvention concerne  des procédés et des appareils informatiques, comprenant des produits-programmes informatiques destinés à guider un utilisateur dans une transaction de changement de configuration de contribution dans un plan de contribution défini. Une demande provenant dun dispositif client est reçue par une application. Ladite application traite la demande et des données de plan associées à un utilisateur sont extraites. Des données dinterface utilisateur sont générées par lapplication et les données sont transmises au dispositif client. Une interface utilisateur est affichée, cette dernière lançant, revoyant et exécutant une transaction pour changer une configuration de contribution courante en une configuration de contribution suggérée sans demander à lutilisateur dentrer une information supplémentaire quelconque.

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