Abstract: A system and method for assigning and distributing transaction records over a network. A rules engine is programmed to apply one or more rules to each agent record and identify each second party satisfying each rule. At least one of the rules is a first rule determining if a jurisdiction identified in each of the agent records matches the jurisdiction identified in the transaction record. The assignment engine is programmed to assign the transaction record to one of the second parties. The assigned second party is one of the agents identified by the rules engine.

Abstract: Improvements to the distribution and handling of electronic transactions across a distributed system are provided herein. A user interface is provided to a user responsible for one or more ongoing transactions or plans. The user interface is populated with data related to the user and the ongoing transactions. The user interface enables the user to group and manipulate various ongoing transactions and plans, and is populated with data based on the ongoing transactions, the user's historical transactional data, and a profile for the user based on similar users.