摘要 |
The APPARATUSES, METHODS AND SYSTEMS FOR AN INCREMENTAL CONTAINER USER INTERFACE WORKFLOW OPTIMIZER (WORKFLOW OPTIMIZER) transforms user action request input via various WORKFLOW OPTIMIZER components into updated incremental container user interface output. In one embodiment, the WORKFLOW OPTIMIZER allows management of active/passive portfolios, integrates with trading desks/brokers, and guides portfolio managers through the trading workflow. Once the WORKFLOW OPTIMIZER receives an indication of a user's progress in a workflow, it determines a workflow sub-flow currently relevant to the user. The WORKFLOW OPTIMIZER also determines sequential actions sufficient to complete the current sub-flow, and relevant actions that are applicable to the current sub-flow that are not sequential actions. Based on this information, the WORKFLOW OPTIMIZER displays an incremental container user interface having a first part comprising user interface components in a sequential order corresponding to sequential actions, and a second part comprising user interface components corresponding to relevant actions.
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