User interface and system for client database management

1. A computer system comprising:

one or more processors; and

one or more computer-readable hardware storage devices having stored thereon computer-executable instructions that are executable by the one or more processors to cause the computer system to at least:

display a user interface having a particular visual layout structured to facilitate progression of a workflow for an application of an applicant for a membership account with a credit union;

present, on the user interface, a membership account selection option for selecting a type of membership account to initiate with the credit union;

display, based on a selected type of membership account, on the user interface, a listing of product type selection options corresponding to a plurality of product types;

receive, via the user interface, a first selection from the listing of product type selection options corresponding to a first product type of the plurality of product types;

display, based on the first selection, a first dashboard corresponding to a first product of the first product type within the user interface, wherein the first dashboard has a first user interface element configured to receive a first user input;

receive, via the user interface, a second selection from the listing of product type selection options corresponding to a second product type of the plurality of product types, wherein the second product type is different from the first product type;

display, based on the second selection, a second dashboard corresponding to a second product of the second product type within the user interface simultaneously with the first dashboard, wherein the second dashboard has a second user interface element configured to receive a second user input;

edit automatically a first attribute independently associated with the first product based on the first user input received through the first dashboard and a second attribute independently associated with the second product based on the second user input received through the second dashboard, to thereby customize the first product and the second product for the applicant;

display, on the user interface, an applicant information option to enter information of the applicant;

link the information of the applicant entered in the applicant information option with each of the first product having the first attribute and the second product having the second attribute;

determine, based on the information entered in the applicant information option, that the applicant is eligible for membership with the credit union; and

initiate one or more authentication checks based on the information entered in the application information option; and

grant or deny membership to the applicant based on the information and based on a result of the one or more authentication checks.

2. The computer system of claim 1 , wherein execution of the computer-executable instructions further causes the computer system to maintain a plurality of queues, wherein each queue is configured to track membership applications identified as sharing a determined characteristic.

3. The computer system of claim 2 , wherein a first queue tracks membership applications that are partially completed and that are flagged for later completion and a second queue tracks membership applications that have been rejected.

4. The computer system of claim 1 , wherein:

the particular visual layout of the user interface includes an image of an identification (ID) of the applicant, where the image is displayed simultaneously with at least some of the information entered in the applicant information option; and

one or more sections of the image, which is included as a part of the particular visual layout of the user interface, are displayed in an emphasized form to correspond to the at least some of the information displayed simultaneously with the image.

5. The computer system of claim 4 , wherein the computer system includes a camera, and wherein the image is generated by the camera capturing a photograph of the applicant's ID.

6. The computer system of claim 4 , wherein the at least some of the information entered in the applicant information option is auto-populated by extracting said at least some information from the image of the applicant's ID.

7. The computer system of claim 4 , wherein the one or more sections of the image include a section listing a name of the applicant, and wherein the name of the applicant on the image is visually highlighted simultaneously with highlighting applied to a name user interface field in the user interface.

8. The computer system of claim 7 , wherein the one or more sections of the image include a second section listing an address of the applicant, and wherein the address of the applicant on the image is visually highlight within the user interface simultaneously with the name of the applicant being highlighted, and wherein the address of the applicant on the image is simultaneously highlighted with highlighting applied to an address user interface field in the user interface.

9. The computer system of claim 1 , wherein a database maintains membership applications, and wherein the database uses an abstract data structure to organize the membership applications; and wherein the database pushes automatically, the applicant information to a core database of the credit union in a format that has been modified to meet a configuration of the core database and requirements of the core database.

10. The computer system of claim 1 , wherein when the first selection is made from the listing of product selection options, the listing of product selection options remains displayed in the user interface so that subsequent selections from the listing of product selection options may be made.

11. A method for facilitating progression of a membership application workflow to determine membership eligibility with a credit union, said method comprising:

displaying a user interface having a particular visual layout structured to facilitate progression of a workflow for an application of an applicant for a membership account with a credit union;

presenting, on the user interface, a membership account selection option for selecting a type of membership account to initiate with the credit union;

displaying, based on a selected type of membership account, on the user interface, a listing of product type selection options corresponding to a plurality of product types;

receiving, via the user interface, a first selection from the listing of product type selection options corresponding to a first product type of the plurality of product types;

displaying, based on the first selection, a first dashboard corresponding to a first product of the first product type within the user interface, wherein the first dashboard has a first user interface element configured to receive a first user input;

receiving, via the user interface, a second selection from the listing of product type selection options corresponding to a second product type of the plurality of product types, wherein the second product type is different from the first product type;

displaying, based on the second selection, a second dashboard corresponding to a second product of the second product type within the user interface simultaneously with the first dashboard, wherein the second dashboard has a second user interface element configured to receive a second user input;

editing, automatically, a first attribute independently associated with the first product based on the first user input received through the first dashboard and a second attribute independently associated with the second product based on the second user input received through the second dashboard, to thereby customize the first product and the second product for the applicant;

displaying, on the user interface, an applicant information option to enter information of the applicant;

linking the information of the applicant entered in the applicant information option with each of the first product having the first attribute and the second product having the second attribute; and

determining, based on the information entered in the applicant information option, that the applicant is eligible for membership with the credit union; and

initiating one or more authentication checks based on the information entered in the application information option.

12. The method of claim 11 , wherein the one or more authentication checks include a background check performed on the information provided by the applicant.

13. The method of claim 11 , wherein the first dashboard corresponds to a savings share and the second dashboard corresponds to a checking share, wherein the first dashboard and the second dashboard being displayed simultaneously with one another indicates that both the savings share and the checking share are being linked with the applicant.

14. The method of claim 13 , wherein:

the first dashboard displays a first plurality of attributes associated with the savings share, the first plurality of attributes including an initial deposit amount, a nickname of the savings share, and performance information of the savings share; and

the second dashboard displays a second plurality of attributes associated with the checking share, the second plurality of attributes including an initial checking deposit amount, a checking nickname of the checking share, and one or more services available for selection to link to the checking share.

15. The method of claim 11 , wherein:

the particular visual layout of the user interface includes an image of an identification (ID) of the applicant, where the image is displayed simultaneously with at least some of the information entered in the applicant information option, and

one or more sections of the image, which is included as a part of the particular visual layout of the user interface, are displayed in an emphasized form to correspond to the at least some of the information displayed simultaneously with the image.

16. The method of claim 15 , wherein the at least some of the information entered in the applicant information option is auto-populated by extracting said at least some information from the image of the applicant's ID and wherein the applicant information option displays an icon indicating that the applicant's ID was successfully analyzed to extract the at least some of the information.

17. The method of claim 11 , wherein the first dashboard includes a remove user interface element that, when selected, removes the dashboard from visual display and unlinks the product type from the applicant.

18. One or more hardware storage devices having stored thereon computer-executable instructions that are executable by one or more processors of a computer system to cause the computer system to at least:

display a user interface having a particular visual layout structured to facilitate progression of a workflow for an application of an applicant for a membership account with a credit union;

present, on the user interface, a membership account selection option for selecting a type of membership account to initiate with the credit union;

display, based on a selected type of membership account, on the user interface, a listing of product type selection options corresponding to a plurality of product types;

receive, via the user interface, a first selection from the listing of product type selection options corresponding to a first product type of the plurality of product types;

display, based on the first selection, a first dashboard corresponding to a first product of the first product type within the user interface, wherein the first dashboard has a first user interface element configured to receive a first user input;

receive, via the user interface, a second selection from the listing of product type selection options corresponding to a second product type of the plurality of product types, wherein the second product type is different from the first product type;

display, based on the second selection, a second dashboard corresponding to a second product of the second product type within the user interface simultaneously with the first dashboard, wherein the second dashboard has a second user interface element configured to receive a second user input;

edit automatically a first attribute independently associated with the first product based on the first user input received through the first dashboard and a second attribute independently associated with the second product based on the second user input received through the second dashboard, to thereby customize the first product and the second product for the applicant;

display, on the user interface, an applicant information option to enter information of the applicant;

link the information of the applicant entered in the applicant information option with each of the first product having the first attribute and the second product having the second attribute; and

determine, based on the information entered in the applicant information option, that the applicant is eligible for membership with the credit union; and

initiate one or more authentication checks based on the information entered in the application information option.

19. The one or more hardware storage devices of claim 18 , wherein the first dashboard corresponds to a savings share and the second dashboard corresponds to a checking share,

wherein the first dashboard and the second dashboard being displayed simultaneously with one another indicates that both the savings share and the checking share are being linked with the applicant,

wherein the first dashboard displays a first plurality of attributes associated with the savings share, the first plurality of attributes including an initial deposit amount, a nickname of the savings share, and performance information of the savings share, and

wherein the second dashboard displays a second plurality of attributes associated with the checking share, the second plurality of attributes including an initial checking deposit amount, a checking nickname of the checking share, and one or more services available for selection to link to the checking share.

20. The one or more hardware storage devices of claim 18 , wherein:

the particular visual layout of the user interface includes an image of an identification (ID) of the applicant,

the image is displayed simultaneously with at least some of the information entered in the applicant information option, and

a machine learning algorithm extracts, from the image, the at least some of the information, the machine learning algorithm comprising at least one of:

a convolutional neural network;

a multilayer neural network;

a recursive neural network;

a deep neural network;

a linear regression model;

a logistic regression model; or

a support vector machine.