METHOD AND SYSTEM FOR SEARCHING FOR AND NAVIGATING TO USER CONTENT AND OTHER USER EXPERIENCE PAGES IN A FINANCIAL MANAGEMENT SYSTEM WITH A CUSTOMER SELF-SERVICE SYSTEM FOR THE FINANCIAL MANAGEMENT SYSTEM
First Claim
1. A computing system implemented method for searching for and navigating to user content and other user experience pages in a financial management system with a customer self-service system for the financial management system, comprising:
- providing, with one or more computing systems, a customer self-service system associated with a financial management system;
storing, with the customer self-service system, user content data representing user content and customer self-service system content data representing customer self-service system content, in memory allocated for use by the customer self-service system, wherein the user content includes one or more of business financial transaction records, tax return information, and personal financial transaction records;
providing search algorithm data representing a search algorithm that identifies one or more of portions of the user content and portions of the customer self-service system content, in response to one or more search query terms;
providing search text box data representing a search text box, to enable receipt of the one or more search query terms by the customer self-service system;
receiving the one or more of search query terms in the search text box as a portion of one of a plurality of potential search queries that are formable with the one or more search query terms;
applying search query data representing the one or more search query terms to the search algorithm to generate incremental search results data representing a plurality of incremental search results, wherein the plurality of incremental search results includes the one or more of portions of the user content and the portions of the customer self-service system content;
identifying user experience page identifiers for some of the incremental search results;
associating the user experience page identifiers with navigation links that enable navigation to user experience pages associated with the user experience page identifiers within one or more of the financial management system and the customer self-service system;
updating user experience display data with the incremental search results data and the navigation links, as the user enters the one or more search query terms, to display the plurality of incremental search results in a results text box and to enable navigation to the user experience pages from the results text box, the results text box being positioned adjacent to the search text box in a user experience display represented by the user experience display data, to facilitate viewing of the plurality of the incremental search results by the user, and to facilitate navigation within the financial management system using the search text box, wherein financial management system content appears to be rendered beneath the results text box in the user experience display; and
transmitting the user experience display data to a user computing system, the user experience display data representing the user experience display.
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Accused Products
Abstract
Disclosed methods and systems provide domain-specific incremental search results for search query terms with a customer self-service system for a financial management system, according to one embodiment. Incremental search results are search results that are generated for search query terms, as a user enters the search query terms as part of a search query to a customer self-service system, according to one embodiment. The customer self-service system receives search query terms (e.g., a partial search query) in a search text box, searches user content (e.g., business transactions, personal transactions, etc.) and customer self-service system content for content that is relevant to the search query terms, and provides incremental search results navigation links within a results text box to enable users to easily see search results (e.g., transaction records) and to enable users to navigate to transactions records or other user content, from the results text box, according to one embodiment.
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Citations
31 Claims
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1. A computing system implemented method for searching for and navigating to user content and other user experience pages in a financial management system with a customer self-service system for the financial management system, comprising:
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providing, with one or more computing systems, a customer self-service system associated with a financial management system; storing, with the customer self-service system, user content data representing user content and customer self-service system content data representing customer self-service system content, in memory allocated for use by the customer self-service system, wherein the user content includes one or more of business financial transaction records, tax return information, and personal financial transaction records; providing search algorithm data representing a search algorithm that identifies one or more of portions of the user content and portions of the customer self-service system content, in response to one or more search query terms; providing search text box data representing a search text box, to enable receipt of the one or more search query terms by the customer self-service system; receiving the one or more of search query terms in the search text box as a portion of one of a plurality of potential search queries that are formable with the one or more search query terms; applying search query data representing the one or more search query terms to the search algorithm to generate incremental search results data representing a plurality of incremental search results, wherein the plurality of incremental search results includes the one or more of portions of the user content and the portions of the customer self-service system content; identifying user experience page identifiers for some of the incremental search results; associating the user experience page identifiers with navigation links that enable navigation to user experience pages associated with the user experience page identifiers within one or more of the financial management system and the customer self-service system; updating user experience display data with the incremental search results data and the navigation links, as the user enters the one or more search query terms, to display the plurality of incremental search results in a results text box and to enable navigation to the user experience pages from the results text box, the results text box being positioned adjacent to the search text box in a user experience display represented by the user experience display data, to facilitate viewing of the plurality of the incremental search results by the user, and to facilitate navigation within the financial management system using the search text box, wherein financial management system content appears to be rendered beneath the results text box in the user experience display; and transmitting the user experience display data to a user computing system, the user experience display data representing the user experience display. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15)
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16. A financial management system having a customer self-service system that provides incremental search results for search query terms, comprising:
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a user experience display that receives search query terms from users of a financial management system, and that provides incremental search content in response to receipt of the search query terms; a user content data store that stores user content data representing user content, for the financial management system, in memory that is allocated for use by the financial management system; a customer self-service system content store that stores customer self-service system content data, representing customer self-service system content, in memory that is allocated for use by a customer self-service system that provides customer self-service searches for the financial management system; a navigation data store that stores user experience page identifier data representing user experience page identifiers for user experience pages that display one or more of the user content and the customer self-service system content, in memory that is allocated for use by the financial management system; a search text box that receives search query term data representing the search query terms, wherein the search query terms constitute at least part of at least one potential search query, wherein the search text box is positioned within the user experience display and proximate to financial management system content provided to the users, the financial management system content being represented by financial management system content data; a results text box that displays incremental search content data representing incremental search content that the customer self-service system provides in response to the at least one potential search query, wherein the results text box is adjacent to the search text box in the user experience display, wherein the results text box is rendered as overlaid over at least part of the financial management system content in the user experience display; and a customer self-service system engine configured to apply the search query term data to a search algorithm to generate the incremental search content data, in response to receipt of the search query term data, wherein the incremental search content includes at least part of the user content representing one or more transaction records for the user in the financial management system, at least part of the customer self-service system content representing at least some of the customer self-service system content, and navigation links associated with user experience page identifiers for the user experience pages that display the at least part of the user content and the at least some of the customer self-service content, wherein the incremental search content is displayed in real-time in the results text box to facilitate viewing of the incremental search content by the user as the user enters each of the one or more search query terms into the search text box, wherein the navigation links, if selected by a user, navigate the user from the results text box to one of the user experience pages that display the at least part of the user content and the at least some of the customer self-service content. - View Dependent Claims (17, 18, 19, 20, 21)
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22. A system that searches for and navigates to user content and other user experience pages in a financial management system with a customer self-service system for the financial management system, comprising:
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one or more processors; and memory having instructions which, if executed by the one or more processors, cause the one or more processors to perform a process for searching for and navigating to user content and other user experience pages in a financial management system with a customer self-service system for the financial management system, the process comprising; receiving search query data representing one or more search query terms, from a user; applying the search query data to a search algorithm to generate incremental search results data representing a plurality of incremental search results, wherein the plurality of incremental search results includes one or more portions of user content stored by a financial management system and portions of customer self-service system content stored by a customer self-service system; identifying user experience page identifiers for some of the incremental search results by searching one or more data stores that store one or more of the user content and the customer self-service system content; associating the user experience page identifiers with navigation links that enable navigation to user experience pages within one or more of the financial management system and the customer self-service system, the navigation links being represented by navigation link data, the user experience pages being associated with the user experience page identifiers; updating user experience display data with the incremental search results data and the navigation link data, as the user enters the one or more search query terms into a search text box, to display the plurality of incremental search results in a results text box and to enable navigation to the user experience pages from the results text box, the results text box being positioned adjacent to the search text box in a user experience display represented by the user experience display data, to facilitate viewing the plurality of the incremental search results by the user, and to facilitate navigation within one or more of the financial management system and the customer self-service system using the search text box, wherein financial management system content appears to be rendered beneath the results text box in the user experience display; and transmitting the user experience display data to a user computing system, the user experience display data representing the user experience display. - View Dependent Claims (23, 24, 25, 26, 27, 28, 29, 30, 31)
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Specification