Managing The Display Of Applications For Financial Institutions

1 . A method for monitoring a plurality of applications for a set of financial products provided by a financial institution, the method comprising:

displaying the plurality of applications via a management platform on a display system,

wherein each application of the plurality of applications is associated with application data stored in an application database;

receiving user input identifying a selected application from the plurality of applications;

determining a current status of an application process corresponding to the selected application using the application data associated with the selected application;

displaying, via the management platform on the display system, an application timeline comprising a plurality of phases in the application process, wherein the application timeline indicates a current phase of the plurality of phases in the application process based on the current status; and

displaying, via the management platform on the display system, a subphase progression comprising a plurality of subphases within the current phase, wherein the subphase progression indicates a current subphase of the plurality of subphases based on the current status.

2 . The method of claim 1 , wherein displaying, via the management platform on the display system, the application timeline comprises:

displaying, via the management platform on the display system, the application timeline with a plurality of graphical indicators for the plurality of phases in the application process,

wherein the plurality of graphical indicators includes an in-progress indicator for the current phase of the plurality of phases that indicates that the current phase is in-progress.

3 . The method of claim 1 , wherein displaying, via the management platform on the display system, the application timeline comprises:

displaying, via the management platform on the display system, the application timeline with a plurality of graphical indicators for the plurality of phases in the application process,

wherein the plurality of graphical indicators includes a completed indicator for a corresponding phase of the plurality of phases that indicates that the corresponding phase has been completed.

4 . The method of claim 1 , further comprising:

changing an in-progress indicator displayed via the management platform on the display system for the current phase to a completed indicator in substantially real-time in response to an action that completes the current phase in the application process.

5 . The method of claim 1 , wherein the current phase is a workflow phase and wherein displaying, via the management platform on the display system, the subphase progression comprises:

displaying, via the management platform on the display system, a workflow progression corresponding to the workflow phase,

wherein the plurality of subphases within the workflow phase includes at least three selected from a group consisting of an agreements subphase, an account subphase, a products subphase, an applicants subphase, a review subphase, a funding subphase, an authentication subphase, and a confirmation subphase.

6 . The method of claim 5 , wherein displaying, via the management platform on the display system, the workflow progression comprises:

displaying, via the management platform on the display system, the workflow progression with a plurality of graphical indicators for the plurality of subphases in the workflow phase,

wherein the current subphase of the workflow phase is distinguished from non-current subphases of the workflow phase by an in-progress indicator.

7 . The method of claim 5 , wherein displaying, via the management platform on the display system, the workflow progression comprises:

displaying, via the management platform on the display system, the workflow progression with a plurality of graphical indicators for the plurality of subphases in the workflow phase,

wherein the plurality of graphical indicators includes a completed indicator for a first subphase of the plurality of subphases that indicates that the first subphase is completed; and

wherein the plurality of graphical indicators includes a remaining indicator for a second subphase of the plurality of subphases that indicates that the second subphase remains to be entered.

8 . The method of claim 1 , further comprising:

displaying, via the management platform on the display system, a current status section that includes information about at least one of the current phase or the current subphase within the current phase.

9 . The method of claim 1 , further comprising:

displaying, via the management platform on the display system, a current status section that identifies a most recent action of an applicant who is progressing through the application process for the selected application and whether the applicant has completed the selected application.

10 . The method of claim 1 , further comprising:

receiving a new user input that selects, via the application timeline, a non-current phase of the plurality of phases;

removing, from the management platform on the display system, the subphase progression for the plurality of subphases within the current phase; and

displaying, via the management platform on the display system, a new subphase progression for a set of subphases within the non-current phase.

11 . A system for monitoring a plurality of applications for a set of financial products provided by a financial institution, the system comprising:

a memory containing a machine-readable medium containing instructions; and

a processor coupled to the memory, the processor configured to execute the instructions to cause the processor to:

display the plurality of applications via a management platform on a display system, wherein each application of the plurality of applications is associated with application data stored in an application database;

receive user input identifying a selected application from the plurality of applications;

determine a current status of an application process corresponding to the selected application using the application data associated with the selected application;

display, via the management platform, an application timeline comprising a plurality of phases in the application process, wherein the application timeline indicates a current phase of the plurality of phases in the application process based on the current status; and

display, via the management platform, a subphase progression comprising a plurality of subphases within the current phase, wherein the subphase progression indicates a current subphase of the plurality of subphases based on the current status.

12 . The system of claim 11 , wherein the processor is further configured to execute the instructions to cause the processor to change an in-progress indicator displayed via the management platform for the current phase to a completed indicator in substantially real-time in response to an action that completes the current phase in the application process.

13 . The system of claim 11 , wherein the current phase is a workflow phase and wherein the plurality of subphases within the workflow phase includes at least three selected from a group consisting of an agreements subphase, an account subphase, a products subphase, an applicants subphase, a review subphase, a funding subphase, an authentication subphase, and a confirmation subphase.

14 . The system of claim 11 , wherein:

the application timeline indicates the current phase using a first in-progress indicator that distinguishes the current phase from a non-current phase of the plurality of phases; and

the subphase progression indicates the current subphase using a second in-progress indicator that distinguishes the current subphase from a non-current subphase of the plurality of subphases.

15 . The system of claim 11 , wherein the subphase progression includes an in-progress indicator that identifies the current subphase, a completed indicator that identifies a completed subphase of the plurality of subphases, and a remaining indicator that identifies a subphase that remains to be entered.

16 . The system of claim 11 , wherein the processor is further configured to execute the instructions to cause the processor to display, via the management platform, a current status section that includes information about at least one of the current phase or the current subphase within the current phase.

17 . The system of claim 11 , wherein the processor is further configured to execute the instructions to cause the processor to display, via the management platform, a current status section that identifies a most recent action of an applicant who is progressing through the application process for the selected application and whether the applicant has completed the selected application.

18 . The system of claim 11 , wherein the processor is further configured to execute the instructions to cause the processor to:

receive a new user input that selects, via the application timeline, a non-current phase of the plurality of phases;

remove, from the management platform on the display system, the subphase progression for the plurality of phases within the current phase; and

display, via the management platform on the display system, a new subphase progression for a set of phases within the non-current phase.

19 . A method for monitoring an application of an applicant for a plurality of financial products provided by a credit union, the method comprising:

receiving, via a management platform displayed on a display system, an input selecting the application, wherein the application is associated with application data stored in an application database;

determining a current status of an application process corresponding to the application using the application data associated with the selected application;

displaying, via the management platform, an application timeline comprising a plurality of phases in the application process,

wherein the plurality of phases includes a workflow phase and at least one of a qualify phase, a decision phase, or a processing phase;

wherein the application timeline indicates, based on the current status, that the workflow phase is a current phase in the application process using a first in-progress indicator; and

displaying, via the management platform on the display system, a subphase progression comprising a plurality of subphases within the workflow phase,

wherein the subphase progression indicates, based on the current status, a current subphase of the plurality of subphases using a second in-progress indicator.

20 . The method of claim 19 , further comprising:

displaying, via the management platform on the display system, a current status section that identifies a most recent action of the applicant and whether the applicant has completed the selected application, wherein the current status section includes a graphical control that, when selected, opens a corresponding workflow for the application of the applicant.