Patent ID: 8856639
Filing Date: 2014-10-07
Classification: G06Q

Abstract:
1. A system for presenting a single-page online document delivery sign-up, comprising: a processor; and a storage device having machine-readable instructions contained therein which when executed cause the processor to: identify a user of an online system; determine a first financial account and a second financial account associated with the user, wherein the first financial account and the second financial account are each selected from the group of accounts consisting of: an insurance account, a banking account, an investment account, and a retirement account, present an expanding and collapsing hierarchical control including a number of document types associated with the first financial account in one or more levels of the first financial account and a number of document types associated with the second financial account in one or more levels of the second financial account in the single page to the user, receive a selection of one or more particular document types associated with the at least first level of the first financial account and the at least first level of the second financial account via the hierarchical control; deliver the selected particular document types, generated subsequent to receiving the selection and associated with the selected document type, online to the user via the online system responsive to the document being generated; and determine one or more unselected document types, generated subsequent to receiving the selection is to be delivered in paper to the user.