Abstract: Systems and methods are disclosed for automated identification and processing of qualifying expenses for tax-advantaged accounts and automated initiation of related account transactions for automated management of those tax-advantaged accounts.

Abstract: A method for limiting access of each of a plurality of operators having assigned activities in an overall workflow distribution, to computer resources needed to respectively complete each activity through a computer controlled interactive display interface. A workflow distribution process with a plurality of users or participants at a plurality of computer controlled display stations. At the workflow management source, an implementation for respectively assigning activities to each of a plurality of operators and for designating for each of the activities, at least one computer resource necessary to respectively complete each of the activities. A set of elements, each representing a designated computer resource accessible to a user to carry out an assigned activity is displayed. An implementation for determining the completion of each of the assigned activities, and for removing from the display the elements representing the designated computer resources when an activity is completed.

Abstract: A method for limiting access to the proprietary resources of an outsourcer or distributor to the participants/operators having assigned outsourced activities requiring such resources. Access is limited only to the assigned activity execution and prevented from misuse of the resources for unauthorized purposes. Reliable tracking of the lent out resources is provided and access is terminated simply when the associated activity has been completed.

Abstract: Disclosed is a system, method, and program for executing operations on a client computer transmitted from a server over a network. A server operation is received indicating actions to perform on the client. A determination is made as to whether the requested operation is permitted according to a set of rules. The requested operation is executed on the client if there is no rule that prohibits the requested operation. The server is then notified that the requested action completed or that the requested action was not executed because of at least one rule prohibiting execution of the operation.

Abstract: A directory tree is displayed and a command is detected to expand a subsection of the directory tree. It is determined whether certain criteria are met for displaying the subsection in a scrollable region within the directory tree. The subsection is presented in the scrollable region if the criteria are met, so that a greater number of members of the directory tree outside the subsection can be displayed within the graphical user interface. Some of the criteria which can be used to determine whether a scrollable subsection should be used include: whether the subsection has more than a predetermined number of members; whether all members of a root node directory of the tree can be displayed if the subsection is fully expanded; and whether the subsection is at a predetermined depth in the directory tree structure.