Patent ID: 8355966

Claim:
A method for using a website, comprising: detecting, using an agent executing on a central processing unit (CPU) and operatively coupled to a financial management application (FMA), a user accessing a first webpage of the website by comparing a web address submitted by the user to a pre-determined web address of the first webpage, wherein the website is a government agency website separate from the FMA; identifying, based on a user action, a task being performed by the user within the FMA; analyzing the first webpage based on a first pre-determined template to identify a selection field based on the identified task; identifying, using the agent and prior to the user selecting the selection field, assistance information related to the selection field from an information library based on the first pre-determined template and the identified task; providing, using the agent, the assistance information to the user when the first webpage is displayed in response to the user submitting the web address, wherein the assistance information comprises: a text instruction directing the user to select the selection field; and a graphical image overlaying the first webpage and pointing to the selection field; displaying, in response to the user selecting the selection field based on the assistance information, a second webpage; analyzing the second webpage based on a second pre-determined template to identify a data entry field; identifying, using the agent, data managed within the FMA for populating the data entry field, wherein the data is identified by comparing the data entry field to a data model of the FMA; retrieving the data managed within the FMA to generate retrieved data; populating, using the agent, the data entry field using the retrieved data based on the data model of the FMA; and receiving, in response to populating the data entry field, an acknowledgement from the website indicating completion of the task.