Abstract: A method for bifurcating data storage to enable implementation and manipulation of an interactive entitlement structure is provided. The method may include displaying a GUI and copying information corresponding to the list of entitlements to using one or more features associated with the GUI. The method may copy from a remote System of Record to a cache memory local to the GUI. The method may include displaying on the GUI signatories with an entitlement authorization; receiving a modification of the entitlement authorization; and extracting a signature of a signatory with entitlement authorization. An input signal may be received that indicates an input signal indicator is hovering over the signatory and displaying, on the GUI, in response to the hovering indication, 1) a copy of the signature of the signatory; 2) a hierarchal list of signatories with current entitlement authorization; and/or 3) a listing of documents signed by a signatory.

Abstract: A method for providing hierarchal client entitlement information in a graphical user interface (“GUI”) is provided. The method includes deploying the information on a mobile platform. The method may further include inventorying a list of possible landing sites for deploying the mobile platform and determining which of the inventoried landing sites requires, upon deployment, a connection to an Oracle database. The method may further include eliminating any member of the list of possible landing sites that requires, upon deployment, a connection to the Oracle database from the list of possible landing sites. Following the eliminating, the method may include providing a user, via the GUI, a selection capability to select one of the list of possible landing sites as a default landing site for the deploying the mobile platform.

Abstract: A method for providing data warehousing for a list of authorized signatories is provided. The method may include displaying a hierarchal list of signatories with at least one entitlement authorization level. The method may use a GUI to display the list of entitlements in an array of at least three rows of entitlement authorization levels. The method may further include receiving, from the client, a modification to the at least one entitlement authorization. The method may extract, from client documents a signature of a signatory with entitlement authorization. The method may receive a command to hover, on a Graphical User Interface (GUI), over the signatory. In response to the hovering, the may display, preferably on a hierarchical display, a copy of the signature of the signatory, a hierarchical list of signatories with current entitlement authorization, and a listing of documents signed by each of the signatories.

Abstract: A method for bifurcating data storage to enable implementation and manipulation of an interactive entitlement structure is provided. The method may include displaying a GUI and copying information corresponding to the list of entitlements to using one or more features associated with the GUI. The method may copy from a remote System of Record to a cache memory local to the GUI. The method may include displaying on the GUI signatories with an entitlement authorization; receiving a modification of the entitlement authorization; and extracting a signature of a signatory with entitlement authorization. An input signal may be received that indicates an input signal indicator is hovering over the signatory and displaying, on the GUI, in response to the hovering indication, 1) a copy of the signature of the signatory; 2) a hierarchal list of signatories with current entitlement authorization; and/or 3) a listing of documents signed by a signatory.

Abstract: A method for providing hierarchal client entitlement information in a graphical user interface (“GUI”) is provided. The method includes deploying the information on a mobile platform. The method may further include inventorying a list of possible landing sites for deploying the mobile platform and determining which of the inventoried landing sites requires, upon deployment, a connection to an Oracle database. The method may further include eliminating any member of the list of possible landing sites that requires, upon deployment, a connection to the Oracle database from the list of possible landing sites. Following the eliminating, the method may include providing a user, via the GUI, a selection capability to select one of the list of possible landing sites as a default landing site for the deploying the mobile platform.

Abstract: A method for providing data warehousing for a list of authorized signatories is provided. The method may include displaying a hierarchal list of signatories with at least one entitlement authorization level. The method may use a GUI to display the list of entitlements in an array of at least three rows of entitlement authorization levels. The method may further include receiving, from the client, a modification to the at least one entitlement authorization. The method may extract, from client documents, a signature of a signatory with entitlement authorization. The method may receive a command to hover, on a Graphical User Interface (“GUI”), over the signatory. In response to the hovering, the may display, preferably on a hierarchal display, a copy of the signature of the signatory, a hierarchal list of signatories with current entitlement authorization, and a listing of documents signed by each of the signatories.

Abstract: A method for maintaining a list of authorized signatories is provided. The method may include displaying a hierarchal list of signatories with at least one entitlement authorization. The method may further include receiving, from the client, a modification to the at least one entitlement authorization. The method may extract, from one or more client documents, a signature of a signatory with entitlement authorization. The method may receive a command to hover, on a Graphical User Interface (“GUI”), over the signatory. In response to the hovering, the may display, preferably on a hierarchal display, in response to the hovering, a copy of the signature of the signatory, a hierarchal list of signatories with current entitlement authorization, and a listing of documents signed by each of the signatories.

Abstract: In some embodiments, a verbal authorization system comprises a financial services repository operable to store information identifying one or more financial services provided by a financial enterprise. The financial enterprise provides a financial service of the one or more financial services in response to a written authorization from a client. An eligibility engine is operable to determine whether the client is eligible to apply for verbal authorization status such that the client may provide verbal authorization during a telephone call to a fulfillment representative of the financial enterprise in lieu of the written authorization. A verbal authorization repository is operable to store client authorization information. The client authorization information identifies the client and whether the client has achieved the verbal authorization status.

Abstract: A system and method for an optimization of fulfillment workflow is disclosed. In accordance with one embodiment of the present disclosure. In accordance with embodiments of the present disclosure, a method may include receiving a request to be fulfilled from a client. The method may also include determining one or more item attributes associated with the request. The method may additionally include generating a batch of work units related to the request based at least in part on the one or more item attributes. The method may further include selecting an agent from a plurality of agents to process the batch. Moreover, the method may include transmitting the batch to the agent.

Abstract: In some embodiments, a verbal authorization system comprises a financial services repository operable to store information identifying one or more financial services provided by a financial enterprise. The financial enterprise provides a financial service of the one or more financial services in response to a written authorization from a client. An eligibility engine is operable to determine whether the client is eligible to apply for verbal authorization status such that the client may provide verbal authorization during a telephone call to a fulfillment representative of the financial enterprise in lieu of the written authorization. A verbal authorization repository is operable to store client authorization information. The client authorization information identifies the client and whether the client has achieved the verbal authorization status.