When composing an electronic message having at least one intended recipient, a contact manager provides contact information for one or more related recipients. The contact manager may receive an identifier associated with the intended recipient(s), which may be used to lookup and identify contact information for related recipient(s). The contact manager may access a contact database, and, using the identifier and relationship information, determine a contact for the related recipient. The contact manager may then populate the contact information for the contact in a recipient field or other compose surface.

This disclosure generally covers systems and methods that provide guidance to create an electronic survey. In some embodiments, the systems and methods identify and provide a suggested survey topic—with a corresponding option to create an electronic survey—based on user input. In some embodiments, the systems and methods identify and provide one or more suggested electronic survey questions based on user input. In such embodiments, the systems and methods provide, for example, components of suggested electronic survey questions, previously composed and benchmarking electronic survey questions, or suggested revisions to electronic survey questions. In addition, the systems and methods can provide entire premade electronic surveys based on receiving user input from a survey administrator.

A method for creating a customized and redacted credit report may include transmitting a user request to generate a customized credit report, receiving a copy of a stored credit report, analyzing the copy of the stored credit report, displaying one or more information fields and one or more selectable user interface elements, transmitting a credit report redaction list, and receiving a customized credit report. A user device for configuring a customized credit report may include a processor, a display in communication with the processor, and a non-transitory memory storing instructions that, when executed by the processor, cause the processor to perform processing including transmitting a user request to generate a customized credit report, displaying one or more information fields and one or more selectable user interface elements, transmitting a credit report redaction list, and receiving a shareable credit report link associated with a customized credit report.

Some embodiments provide a non-transitory machine-readable medium that stores a program. The program receives from a client device an image and a user identifier associated with a user of the client device. Based on the user identifier, the program further retrieves a set of historical transactions associated with the user, the program also uses a first machine learning model to predict a string based on the image. The program further uses a second machine learning model to predict a set of digits based on the image. Based on the set of historical transaction data, the string, and the set of digits, the program also determines a data value for a field in a form.

Some embodiments provide a non-transitory machine-readable medium that stores a program. The program receives from a client device an image and a user identifier associated with a user of the client device. Based on the user identifier, the program further retrieves a set of historical transactions associated with the user, the program also uses a first machine learning model to predict a string based on the image. The program further uses a second machine learning model to predict a set of digits based on the image. Based on the set of historical transaction data, the string, and the set of digits, the program also determines a data value for a field in a form.

Systems and methods may be used to generate and use a structured form representation and structured metadata. The structured form representation and structured metadata may include information relevant to a particular context and may be used to update document templates, import new documents and update document versions into software, automate data entry for document completion, update records to include new and or updated information, and provide other functionality of an information service.

A method and apparatus for generating one or more user interfaces for onboarding a merchant for use of services of a commerce platform system are described. The method may include transmitting, from a merchant system to a commerce platform system, a request for creating a merchant account that onboards the merchant for use of services provided by the commerce platform system. The method may also include in response to executing an onboarding user interface received from the commerce platform, establishing a merchant context for the merchant account in a memory of the merchant system, wherein the merchant context stores a local copy of merchant account data for the merchant account. Furthermore, the method may include determining, based on data stored in the merchant context, a composition that renders one of a plurality of different user interfaces for collecting a set of the merchant account data associated with the composition, and determining a subset of merchant account data from the set that is required to comply with a minimum set of account information that will enable the commerce platforms system to perform the services for the merchant.

A method and apparatus for generating one or more user interfaces for onboarding a merchant for use of services of a commerce platform system are described. The method may include transmitting, from a merchant system to a commerce platform system, a request for creating a merchant account that onboards the merchant for use of services provided by the commerce platform system. The method may also include in response to executing an onboarding user interface received from the commerce platform, establishing a merchant context for the merchant account in a memory of the merchant system, wherein the merchant context stores a local copy of merchant account data for the merchant account. Furthermore, the method may include determining, based on data stored in the merchant context, a composition that renders one of a plurality of different user interfaces for collecting a set of the merchant account data associated with the composition, and determining a subset of merchant account data from the set that is required to comply with a minimum set of account information that will enable the commerce platforms system to perform the services for the merchant.

Systems and methods for simultaneously providing updated data to multiple websites and web-enabled forms are described. The system includes a computer having a processor and associated memory, an input device communicatively connected to the computer, a communications network, and at least two web assets, each web asset including data. The system also includes a flow builder process for creating updated data using the input device and the computer. The system further includes a push process for pushing the updated data to the at least two web assets so that the data of the at least two web assets is changed simultaneously to include or to be replaced by the updated data.

Systems and methods for simultaneously providing updated data to multiple websites and web-enabled forms are described. The system includes a computer having a processor and associated memory, an input device communicatively connected to the computer, a communications network, and at least two web assets, each web asset including data. The system also includes a flow builder process for creating updated data using the input device and the computer. The system further includes a push process for pushing the updated data to the at least two web assets so that the data of the at least two web assets is changed simultaneously to include or to be replaced by the updated data.