G06F16/904

Graphical user interface for presenting incremental opportunities in a financial planning system

A graphical user interface for a financial planning system includes a dashboard page that includes an estimated income widget. The estimated income widget includes a comparison of an estimated retirement income amount to a user goal. The GUI is programmed to call at least one planning engine to generate the comparison based on a respective user profile. The GUI also includes an opportunity rules engine programmed to identify, based on the respective user profile and without calling the at least one planning engine, one of an ordered list of candidate modifications. The dashboard page further includes an opportunity area including (i) a message recommending the identified candidate modification, and (ii) an associated jump link to a page of the GUI enabling the respective user to execute the identified candidate modification.

Graphical user interface for presenting incremental opportunities in a financial planning system

A graphical user interface for a financial planning system includes a dashboard page that includes an estimated income widget. The estimated income widget includes a comparison of an estimated retirement income amount to a user goal. The GUI is programmed to call at least one planning engine to generate the comparison based on a respective user profile. The GUI also includes an opportunity rules engine programmed to identify, based on the respective user profile and without calling the at least one planning engine, one of an ordered list of candidate modifications. The dashboard page further includes an opportunity area including (i) a message recommending the identified candidate modification, and (ii) an associated jump link to a page of the GUI enabling the respective user to execute the identified candidate modification.

UNIFIED MESSAGE SEARCH

The disclosed embodiments include computerized methods, systems, and devices, including computer programs encoded on a computer storage medium, for generating terms of a search query based on a user's spoken utterances, identifying multiple cross-platform messages based on the generated terms, and to generating, via a presentation device, a single interface that enables the user to interact with identified messages. Based on a spoken utterance, the disclosed embodiments may determine user-specified search terms and/or criteria, and based on the user-specified search terms and/or criteria, may obtain cross-platform message data that corresponds to the search query. The communications device may generate one or more interface elements that describe corresponding ones of the cross-platform messages, which may be presented within a unified graphical user interface or voice-user interface by a communications device.

UNIFIED MESSAGE SEARCH

The disclosed embodiments include computerized methods, systems, and devices, including computer programs encoded on a computer storage medium, for generating terms of a search query based on a user's spoken utterances, identifying multiple cross-platform messages based on the generated terms, and to generating, via a presentation device, a single interface that enables the user to interact with identified messages. Based on a spoken utterance, the disclosed embodiments may determine user-specified search terms and/or criteria, and based on the user-specified search terms and/or criteria, may obtain cross-platform message data that corresponds to the search query. The communications device may generate one or more interface elements that describe corresponding ones of the cross-platform messages, which may be presented within a unified graphical user interface or voice-user interface by a communications device.

Computer-Implemented Human-Machine Interaction Method and User Interface
20230237743 · 2023-07-27 ·

A human-machine interaction, HMI, user interface (1) connected to at least one controller or actuator of a complex system (SYS) having a plurality of system components, C, represented by associated blocks, B, of a hierarchical system model (SYS-MOD) stored in a database, DB, (5) said user interface (1) comprising: an input unit (2) adapted to receive user input commands and a display unit (3) having a screen adapted to display a scene within a three-dimensional workspace, WS.sub.B1, associated with a selectable block, B1, representing a corresponding system component, C, of said complex system (SYS) by means of a virtual camera, VC.sub.B1, associated to the respective block, B1, and positioned in a three-dimensional coordinate system within a loaded three-dimensional workspace, WS.sub.B1, of said block, B1, wherein the virtual camera, VC.sub.B1, is moveable automatically in the three-dimensional workspace, WS.sub.B1, of the associated block, B1, in response to a user input command input to the input unit (2) of said user interface (1) to perform a zooming operation on the respective block, B1, to reveal or hide its content areas, CAs, wherein the content areas, CAs, of the zoomed block, B1, include nested child blocks, B1_1, B1_2, of the respective block, B1.

SYSTEMS AND METHODS FOR EXPORTING, PUBLISHING, BROWSING AND INSTALLING ON-DEMAND APPLICATIONS IN A MULTI-TENANT DATABASE ENVIRONMENT

In accordance with embodiments, there are provided mechanisms and methods for creating, exporting, viewing and testing, and importing custom applications in a multitenant database environment. These mechanisms and methods can enable embodiments to provide a vehicle for sharing applications across organizational boundaries. The ability to share applications across organizational boundaries can enable tenants in a multi-tenant database system, for example, to easily and efficiently import and export, and thus share, applications with other tenants in the multi-tenant environment.

GENERATING AND MODIFYING A COLLECTION CONTENT ITEM FOR ORGANIZING AND PRESENTING CONTENT ITEMS

The present disclosure is directed toward systems and methods that efficiently and effectively generate and utilize collections of content items. For example, systems and methods described herein generate a collection content item including one or more content item references. In one or more embodiments, the collection content item can include content item references for content items located internally or externally, with granular levels of permissions settings and version controls. Additionally, in response to a detected selection of a content item reference, systems and methods described herein generate a rendering of the associated content item that can be viewed regardless of any third party software installed on the viewing client computing device.

HEAT EXCHANGER TUBE PLUG INSTALLATION
20230235845 · 2023-07-27 ·

A method of tube plug installation in a heat exchanger or pressure vessel is provided. The method includes verifying the suitability of a selected tube plug with a specifically identified type of heat exchanger or pressure vessel before installation of the selected tube plug. The step of verifying being performed with a device having an app, software, or user interface and after having entered or accessed data concerning the selected tube plug and entering or accessing data concerning the specifically identified type of heat exchanger or pressure vessel and operating parameters of the specifically identified type of heat exchanger or pressure vessel.

HEAT EXCHANGER TUBE PLUG INSTALLATION
20230235845 · 2023-07-27 ·

A method of tube plug installation in a heat exchanger or pressure vessel is provided. The method includes verifying the suitability of a selected tube plug with a specifically identified type of heat exchanger or pressure vessel before installation of the selected tube plug. The step of verifying being performed with a device having an app, software, or user interface and after having entered or accessed data concerning the selected tube plug and entering or accessing data concerning the specifically identified type of heat exchanger or pressure vessel and operating parameters of the specifically identified type of heat exchanger or pressure vessel.

SYSTEMS AND METHODS OF ORGANIZING AND PROVIDING BOOKMARKED CONTENT
20230004615 · 2023-01-05 ·

Systems and methods are disclosed for providing content by generating a bookmark data structure for a topic based on determining retrieval of a first content item related to the topic, of a first content type. In response to determining retrieval of the first content item, the system may add the first content item to the bookmark data structure for the topic. The system may then determine retrieval of a second content item related to the topic, of a second content type and, in response to determining retrieval of the second content item, the system may add the second content item to the bookmark data structure for the topic. The system may generate, for display in a user interface (UI), a menu based on the data structure, with interactive UI elements that provide preview and/or access to the content item when interaction with the UI element is detected.