Abstract: A method for accessing a dynamic transaction form within a webpage of a financial application includes receiving an initialization of the dynamic transaction form displayed on the webpage, generating the dynamic transaction form at a top portion of the webpage, sliding the dynamic transaction form from the top portion to a bottom portion of the webpage, and receiving a form input from within the dynamic transaction form. The method further includes completing, without the intervention of the user, a dependent transaction form element in the dynamic transaction form using the form input, receiving a selection of a submit button in the dynamic transaction form, closing, based on the selection, the dynamic transaction form by slidingly returning the dynamic transaction form from the bottom portion back to the top portion of the webpage, and performing a transaction triggered by closing the dynamic transaction form.

Abstract: A method for recording a transaction using a Dynamic User Interface (DUI) within an application, including receiving, from a user of the application, the transaction relating to a customer of the user; receiving a request to generate a form for the transaction; generating, based on the request to generate the form, the form containing a customer list and a form element; receiving a request to generate the DUI; generating, based on the request to generate the DUI, the DUI adjacent to the form displayed within the application; receiving an identification of the customer from the customer list; populating, based on the identification of the customer, the DUI with the transaction relating to the customer; receiving, from the user, a selection of the transaction from the DUI; populating, within the form adjacent to the DUI, the form element using the transaction; and recording, within the application, the transaction.