Abstract: A method includes performing operations as follows on a processor: defining a non-discretionary patient information access filter, the non-discretionary patient information access filter comprising first health care information access rules associated with a first governmental administrative authority and second health care information access rules associated with a second governmental administrative authority, the first governmental administrative authority having priority over the second governmental administrative authority; receiving information associated with health care services provided to a patient; receiving a request to access a portion of the information from a requesting source; and determining whether to grant the request based on the portion of the information, the requesting source, and the first and second health care information access rules.

Abstract: A method includes defining a patient information access filter, the patient information access filter comprising a discretionary patient information access filter including first health care information access rules defined by a patient and a non-discretionary patient information access filter including second health care information access rules associated with a governmental administrative authority; receiving information associated with health care services provided to the patient; receiving a request to access a portion of the information from a requesting source; and determining whether to grant the request based on the portion of the information, the requesting source, and the first and second health care information access rules.

Abstract: A vaccination record is provided. Initially, when a patient gets a vaccine, such as a COVID-19 vaccine, an indication of the vaccine is stored in an electronic file or data structure associated with the patient called a vaccination record. The record may include information such as the type of vaccine that was administered, the date that the vaccine was administered, and an indication of the entity (e.g., clinician or healthcare practitioner that performed the vaccine). The record of the vaccine may be created in response to a billing submission by the entity. Later, the patient may use the vaccination record to provide proof to third-party verifiers that the patient in fact received the vaccine.

Abstract: Exemplary embodiments include a website for a financial institution that has a number of new features for users including: an action tray; “bring it to me” type navigation; a tile view for account information; simplified and homogenous navigation; a unified inbox for messages; and a returning customer log-in page. Accordingly, the website has a number of innovative features to enhance the user experience and streamline navigation of the website. The website can be used to conduct financial transactions as well as interface with the financial institution.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's financial information for use in presenting account activity associated with at least one of the customer's accounts maintained by a financial institution. The system receives a request to view account activity in which the request specifies a format for viewing the account activity. In response to receiving the request, the system retrieves data related to one or more funds transfers associated with the at least one account and present the account activity in the requested format for viewing the account activity.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms. An exemplary apparatus may be configured to provide a financial management application, whereby the financial management application interfaces with an online banking platform to access a customer's financial information for use in streamlining the customer's finances and money management strategies; receive social network financial information, the social network financial information comprising financial information associated with other customers; compare the customer's financial information to the social network financial information; present a comparison of the customer's financial information to the social network financial information.

Abstract: Embodiments of the invention provide for systems, computer program products, and methods for a financial wellness application that provides an overview of the financial well-being of users. The financial wellness of the users may be determined by identifying personal characteristics of the users regarding background information about the users and the users' households. Based on a user's personal characteristics, financial wellness questions are determined from a plurality of financial wellness questions to present to the user for which the user provides financial wellness input. The financial wellness input is transformed into a financial situation assessment, day-to-day management assessment, and preparation for the future assessment, which are transformed into an overall wellness score. Moreover, the financial wellness input may also be compared against financial wellness thresholds.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's financial information for use in presenting account activity associated with at least one of the customer's accounts maintained by a financial institution. The system receives a request to view account activity in which the request specifies a format for viewing the account activity. In response to receiving the request, the system retrieves data related to one or more funds transfers associated with the at least one account and present the account activity in the requested format for viewing the account activity.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide access to a funds transfer management portal that interfaces with at least one database to access a customer's contact information and external account information for use in presenting contact and accounts associated with the customer. The system presents a consolidated view of both the customer's contacts and external account. Transfers are then processed using at least one of the contact information associated with the one or more contacts and the account information associated with the one or more external accounts.

Abstract: An intuitive and consolidated platform for managing fund transfers is disclosed. The comprehensive platform allows a customer to make fund transfers between their financial accounts, both internal and external, including domestic and international, as well as, transfers to third-party accounts (e.g., family, friends, business and the like), including accounts held domestically and internationally. The intuitive aspect of the platform provides transfer options specific to the selected transfer type and the selected transfer account.

Abstract: Efficient and easy scheduling of future transfers and, specifically, recurring future transfers is provided for within a consolidated fund transfer management platform. In this regard, the platform is configured to identify transfer patterns based on a customer's historical fund transfers and the customer's current transfer request inputs, such as transferor account, transferee/transferee account, transfer amount and the like. In response to identifying the transfer pattern, the platform is configured to suggest to the customer setting-up a recurring transfer, such that future transfers indicated in the pattern will occur automatically on a recurring basis. Once the customer has selected the suggested recurring transfer option the customer is presented with applicable frequency and duration options for establishing the recurring transfer. In this regard, the platform is highly intuitive to the user, such that the user can easily configure future transfers and, specifically, future recurring transfers.

Abstract: An intuitive layout of a user-interface, otherwise referred to as a GUI or digital form, within a platform for managing fund transfers. The invention provides for customers to select a transferor account and a transferee account and/or recipient and, in response to selection, be presented with display of transfer options that are specific to the transfer type and/or transfer accounts. Moreover, the transfer information that is displayed is positioned within the user-interface so as to provide the customer with a clear indication of what information needs to be inputted or otherwise selected to manage the transfer of funds. As such the present invention provides a consolidated and simplified approach to managing fund transfer requests; thus making it easy for customers to conduct and schedule fund transfers.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing electronic financial management. An exemplary apparatus may be configured to provide a financial management application that interfaces with an online banking platform to access a customer's financial information to receive a request to process a simulated investment, where the request specifies a virtual investment amount and one or more financial products. In response to receiving the request to process a simulated investment, the system may execute a simulation algorithm that calculates the effect of virtual investment amount on the one or more financial products and display the calculated effect of depositing the virtual investment amount into the one or more financial products.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms. An exemplary apparatus may be configured to provide a financial management application, whereby the financial management application interfaces with an online banking platform to access a customer's financial information for use in streamlining the customer's finances and money management strategies; determine a financial institution product based on the customer's finances and the customer's financial goals; and provide indication of how the financial institution product impacts the customer's finances.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms. An exemplary apparatus may be configured to provide a financial management application, whereby the financial management application interfaces with an online banking platform to access a customer's financial information for use in streamlining the customer's finances and money management strategies; receive social network financial information, the social network financial information comprising financial information associated with other customers; compare the customer's financial information to the social network financial information; present a comparison of the customer's financial information to the social network financial information.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms. An exemplary apparatus may be configured to provide a financial management application, whereby the financial management application interfaces with an online banking platform to access a customer's financial information for use in streamlining the customer's finances and money management strategies; determine at least one goal associated with the customer; track progression towards the at least one goal; provide at least one incentive to the customer based on achievement of the at least one goal.

Abstract: Embodiments of the invention are directed to systems, methods and computer program products for use in streamlining customer finance and customer money management platforms and providing financial decision simulations. An exemplary apparatus may be configured to provide access to a financial management dashboard that interfaces with an online banking platform to access a customer's financial information to present a holistic financial view of the customer that comprises one or more financial parameters associated with the customers current finances. The financial management application dashboard may comprise at least one adjustment device for altering the one or more financial parameters associated with the customers finances such that a simulation algorithm is executed in response to the customer adjusting the at least one financial parameter. The system may then present an updated holistic financial view of the customer's future finances.