Financial-service structured content manager

摘要

A financial-service system that manages content objects includes a chronicles platform with a chronicle associated with a loan request. A content manager determines a set of content objects to be associated with the chronicle and generates a bucket for each content object of the set of content objects. Each bucket is associated with a name and is configured to receive an associated content object. The chronicle is populated with the generated buckets. An interface that detects a user action and that thereafter receives or generates a content object, which is detected by the content manager and associated with a bucket. The content manager causes the bucket to receive the content object and presents representations of the buckets to a user. Representations of one or more buckets that have received a content object differ from representations of one or more other buckets that have not received a content object.

主权项

1. A system for managing content objects, the system comprising:
a chronicles platform that includes a chronicle associated with a request, the chronicle including a data structure that summarizes information that has been received related to the request; an interface that:
detects a user action and an indication of a content type; andreceives or generates a new content object of the content type; and a content manager that, using one or more processors:
identifies a characteristic of the request;determines, based on the identified characteristic, a set of content objects required for completion of processing of the request associated with the chronicle, each content object of the set of content objects including a file with information pertaining to the request;generates a set of buckets, wherein a bucket of the set of buckets is generated for each content object of the set of content objects, the bucket being associated with a name and being configured to receive the associated content object;determines, for each bucket in the generated set of buckets, a status indicating whether the bucket is populated with a content object;populates the chronicle with the generated set of buckets;detects that the new content object has been received or generated;identifies a bucket of the generated set of buckets related to the content type;associates the new content object with the identified bucket of the generated set of buckets;causes the bucket to receive the new content object; andfacilitates presentation of a representation of the generated set of buckets to a user, wherein representations of one or more buckets of the generated set of buckets with a populated status differ from representations of one or more other buckets of the generated set of buckets with an unpopulated status, wherein the presentation indicates which content objects of the set of content objects required for completion of the processing of the request have not been received or generated.