Browse Prior Art Database

Pre-Approved Offers Mortgage

IP.com Disclosure Number: IPCOM000245907D
Original Publication Date: 2016-Apr-18
Included in the Prior Art Database: 2016-Apr-18
Document File: 9 page(s) / 168K

Publishing Venue

Undisclosed

This text was extracted from a PDF file.
This is the abbreviated version, containing approximately 22% of the total text.

Page 01 of 9

Model/CA Environment

Pre-Approved Offers Mortgage Ver 1.8b



Page 02 of 9

Flow

LEGEND

Impression

Enticement

Education/ Application

[Page Name]

[Page ID No.]

Screen Different State of Same Screen

[Page Name]

[Page ID No.]

[Page Name]

[Page ID No.]

Screen Diagrammed on Separate Page

[Page Name]

[Page ID No.]

   Screen Diagrammed on Same Page

 [Function Description]

System Function

XXXXX

Object Relationship

HTML Link

Connector

Edit Box

Form Button

Combo Box

Check Box

List Box

Radio Button

Item A ...

Mailto: File Download External Website

 Page Jumplink

Document orFile

Offer 1

BOA

Product Info

Apply

Learn More

DDI

Offer Info

Accept

  Offer Acceptance

T&Cs

DDI

Terms & Conditions

BOA

DDI

Open an account view current offers

Offers Landing Offer 1 Offer 2 Offer 3

Online Banking

Offers?

yes

Learn More Offer

Return

no

BOA

Offers Landing

No Card/HE offers

Offer 2

Offer 2

Offer 3

Offer 3



Page 03 of 9

Product flow

LEGEND

Mortgage

[Page Name]

[Page ID No.]

Screen Different State of Same Screen

[Page Name]

[Page ID No.]

[Page Name]

[Page ID No.]

Screen Diagrammed on Separate Page

[Page Name]

[Page ID No.]

   Screen Diagrammed on Same Page

 [Function Description]

System Function

XXXXX

Object Relationship

HTML Link

Connector

Edit Box

Form Button

Combo Box

Check Box

List Box

Radio Button

Item A ...

Mailto: File Download External Website

 Page Jumplink

Document orFile

DDI

Offers Landing Offer 1 Offer 2 Offer 3

DDI

Learn more (link)

Mortgage Offer Info

Return to offers (button)

T&C (link)

DDI

Mortgage terms & conditions (link)

Offer T&Cs



Page 04 of 9

AC01 Accounts Overview

Screen Name:

Accounts Overview

Screen No.:

AC 01

BOA

Screen Description

Purpose

Accounts Overview

Search | Locations | Mail | Help | Sign-Off

Origin

Customer signs in to Online Banking and has multiple accounts.

Customer selects Continue to Online Banking from splash
Customer completes enrollment and enters Online Banking by selecting View Accounts on Enrollment Welcome Page

Accounts

Bill Pay & e-Bills

Bill Pay & e-Bills

Transfer Funds

Transfer Funds

Customer Service

Customer Service

Title Online Banking | Accounts Overview

Accounts Overview

Account Activity

Account Summary

Find A Transaction

Open An Account

Pre-Approved: Control/Action/Response

Ref.

Control

Values/Limits

Action

Response(s)

- Consumer Accounts

Using Online Banking

Friday, May 1, 2004

Targeted Product Sales

Bank Accounts

Account

Balance*

As of

Advantage- 1234

$10,000.00

Today

Mary's Money Manager Acct

$10,000.00

CD - 1234

$10,000.00 Previous Business Day

Previous Business Day


*The Balance may reflect transactions that have not yet posted to your account.

Other Accounts & Information

My PortfolioTM

View and manage your online accounts, including accounts, from a single location.

I want to...

Open an Account - View your current offers (New) >>

Announcements:

Customer Service

1

Pre-approved offer link

If Consumer & Model CSS, display Pre-approved offers page, in child window.

CA - http://www.om/adtrack/ index.cgi?adlink=000302029d89...