Browse Prior Art Database

Pre-Approved Offers - Final Design

IP.com Disclosure Number: IPCOM000245927D
Original Publication Date: 2016-Apr-18
Included in the Prior Art Database: 2016-Apr-18

Publishing Venue

Undisclosed

This text was extracted from a PDF file.
This is the abbreviated version, containing approximately 15% of the total text.

Page 01 of 13

Model/CA Environment

Pre-Approved Offers (Final Design) Ver 3.4



Page 02 of 13

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

New page

Offer 2

Offer 3

Offer 3



Page 03 of 13

Product flows

LEGEND

Deposits

[Page Name]

[Page ID No.]

DDI

Offers Landing Offer 1 Offer 2 Offer 3

BOA

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

use our full online application.

Deposits App (Model or CA)

BOA

Open a new savings account

Express App (Model or CA)

BOA

$50 Offer Info

Open a checking account

Open an account

BOA

Learn More

Deposits Overview

Open an Account

Home Equity

BOA

HELOC no fee

Apply

Learn More

DDI

Offers Landing Offer 1 Offer 2 Offer 3

DDI

BOA

Learn More

Offer Info

Apply

Home Equity App

Return to Offers

T&C

DDI

HE T&C

Offer T&Cs

Apply

CARD

DDI

Offers Landing Offer 1 Offer 2 Offer 3

DDI

DDI

DDI

Learn More

Offer Info

Apply

Offer T&Cs

Continue

DDI app

Return to Offers

return


Page 04 of 13

AC01 Accounts Overview

Screen Name:

Accounts Overview

Screen No.:

AC 01

Screen Description

Purpose

Accounts Overview

Search | Locations | Mail | Help | Sign-Off

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

Origin

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)

If Consumer or Model CSS, display "Open an account - View your current offers"

If Premier, Small Business, or CA CSS, display "Open an account"

If Private display "Expand your relationships"

- Consumer Accounts

Using Online Banking

Friday, May 1, 2004

Targeted Product Sa...