Patent ID: 8572083

Claim:
A financial-service system for managing content objects, the financial-service system comprising: a chronicles platform that includes a chronicle associated with a loan request, the chronicle including a data structure that summarizes information that has been received for a loan application; an interface that detects a user action and that thereafter receives or generates a content object; and a content manager that, using one or more processors: determines a set of content objects required for completion of the loan request associated with the chronicle, each content object of the set of content objects including a file with information pertaining to the loan request; generates a set of buckets, wherein a bucket of the set of buckets is generated for each content object of the set of content objects, the bucket being associated with a name and being configured to receive an associated content object, wherein a status of the bucket defined to be empty prior to receiving the associated content object and filled upon receiving the associated content object; populates the chronicle with the generated set of buckets; detects the received or generated content object; associates the content object with a bucket of the generated set of buckets; causes the bucket to receive the content object, wherein the status of the bucket changes from empty to filled; and presents a presentation that includes representations of the generated set of buckets to a user, wherein representations of one or more buckets of the generated set of buckets with filled statuses differ from representations of one or more other buckets of the generated set of buckets with empty statuses, wherein the presentation indicates which content objects of the set of content objects required for completion of the loan request must still be received.