Onboarding system with graphical user interface
A method, apparatus, system, and computer program code for onboarding client information for provisioning multiple software services. On a first page of the graphical user interface, client location data is received in a consolidated manner for the multiple services. Within the first page of the graphical user interface, each of the multiple software services is configured using a plurality of guided question. The client location data is organized according to Federal Employer Identification Number. Groups of client location data, organized per FEIN, are displayed on a second page of the graphical user interface, providing an easier onboarding process that reduces no-starts and enables a client to onboard services more quickly and accurately.
1 . A computer system comprising:
one or more processors, coupled with memory, to:
store, in a data structure, client location data for computing services, wherein the client location data is organized in the data structure according to an identification number of a client;
receive, via one or more interfaces, one or more entries in response to a plurality of inquiries, the plurality of inquiries determined based on (i) a respective configuration for each of the computing services and (ii) a subset of the client location data associated with the computing services;
configure each of the computing services using the one or more entries; and
transmit, for display via the one or more interfaces subsequent to configuration of each of the computing services, the subset of the client location data associated with the configured computing services.
2 . The computer system of claim 1 , wherein the identification number of the client is Federal Employer Identification Number.
3 . The computer system of claim 1 , wherein to receive the client location data, the one or more processors further:
receive bulk location data from within a template; and
store the bulk location data in the memory.
4 . The computer system of claim 1 , wherein to receive the client location data, the one or more processors further:
receive location data input one at a time through an online form.
5 . The computer system of claim 1 , wherein to configure each of the computing services, the one or more processors further:
for each client location, determine the subset of the client location data that is specific to each of the computing services; and
provide, for display via the interface, the subset of the client location data associated with a corresponding computing service.
6 . The computer system of claim 1 , wherein:
the one or more interfaces comprise a graphical user interface, and to receive the one or more entries, the one or more processors further:
display, via a first portion of the graphical user interface, the plurality of inquiries and the subset of the client location data associated with a corresponding computing service of the computing services; and
receive, via the first portion, the one or more entries in response to the plurality of inquiries, and
wherein to provide the subset of the client location data, the one or more processors further:
display, via a second portion of the graphical user interface, the subset of the client location data associated with the configured computing services.
7 . The computer system of claim 1 , wherein the one or more processors further:
for each of the computing services, specify separately service-specific configurations for locations according to needs of the computing services, disconnected from a collection of the client location data;
generate, based on the client location data, a service-specific profile for each location according to the needs of the computing services provided at that location; and
provide the computing services according to the service-specific profile.
8 . The computer system of claim 1 , wherein the computing services comprise at least one of a paycard service or a tax credit service.
9 . The computer system of claim 1 , wherein the one or more processors further:
improve, based on the configuration of each of the computing services using the one or more entries, performance related to the computing services by reducing repetitious input of the identification number through the one or more interfaces.
10 . A method, comprising:
storing, by one or more processors, coupled with memory, in a data structure, client location data for computing services, wherein the client location data is organized in the data structure according to an identification number of a client;
receiving, by the one or more processors via one or more interfaces, one or more entries in response to a plurality of inquiries, the plurality of inquiries determined based on (i) a respective configuration for each of the computing services and (ii) a subset of the client location data associated with the computing services;
configuring, by the one or more processors, each of the computing services using the one or more entries; and
transmitting, by the one or more processors for display via the one or more interfaces subsequent to configuration of each of the computing services, the subset of the client location data associated with the configured computing services.
11 . The method of claim 10 , wherein the identification number of the client is a Federal Employer Identification Number.
12 . The method of claim 10 , wherein receiving the client location data comprises:
receiving, by the one or more processors, bulk location data from within a template; and
storing, by the one or more processors, the bulk location data in a memory.
13 . The method of claim 10 , wherein receiving the client location data comprises:
receiving, by the one or more processors, location data input one at a time through an online form.
14 . The method of claim 10 , wherein configuring each of the computing services comprises:
for each client location, determining, by the one or more processors, the subset of the client location data that is specific to each of the computing services; and
providing, by the one or more processors for display via the one or more interfaces, the subset of the client location data associated with a corresponding computing service.
15 . The method of claim 10 , wherein:
the one or more interfaces comprises a graphical user interface, and receiving the one or more entries comprises:
displaying, by the one or more processors via a first portion of the graphical user interface, the plurality of inquiries and the subset of the client location data associated with a corresponding computing service of the computing services; and
receiving, by the one or more processors via the first portion, the one or more entries in response to the plurality of inquiries, and
wherein providing the subset of the client location data, comprises:
displaying, by the one or more processors via a second portion of the graphical user interface, the subset of the client location data associated with the configured computing services.
16 . A computer program product comprising a computer readable storage media, and program code, stored on the computer readable storage media, for:
storing, in a data structure, client location data for computing services, wherein the client location data is organized in the data structure according to an identification number of a client;
receiving, via an interface, one or more entries in response to a plurality of inquiries, the plurality of inquiries determined based on (i) a respective configuration for each of the computing services and (ii) a subset of the client location data associated with the computing services;
configuring each of the computing services using the one or more entries; and
transmitting, for display subsequent to configuration of each of the computing services, the subset of the client location data associated with the configured computing services.
17 . The computer program product of claim 16 , wherein the program code is for:
for each of the computing services, specifying separately service-specific configurations for locations according to needs of the computing services, disconnected from a collection of the client location data;
generating, based on the client location data, a service-specific profile for each location according to the needs of the computing services provided at that location; and
providing the computing services according to the service-specific profile.
18 . The computer program product of claim 16 , wherein the computing services comprise at least one of a paycard service or a tax credit service.