System and method for creating on-demand user-customized deposit strategies using data extracted from one or more independent systems

A non-transitory computer-readable medium storing computer readable instructions that, when executed by one or more processing devices, cause the one or more processing devices to perform the functions comprising:

• generating an interactive graphical user interface (GUI) on a display of at least one user device, such that the interactive GUI comprises:
• one or more screens, at least one of the one or more screens comprising a user adjustment region, a display region, and a user confirmation region,
• the display region displays a combination comprising a combination of one or more baseline data structures, each of the one or more baseline data structures comprising a combination of one or more pre-defined data structure components and one or more pre-defined parameters associated with one or more non-tradeable deposit products, the one or more baseline data structures received from among one or more entity systems via one or more data feeds, the display region displaying characteristics of the combination in a graphical format and a textual format, and
• the user adjustment region comprises one or more user adjustment tools for customizing variables of the combination, said variables comprising at least one of a deposit strategy and a customizable parameter among said pre-defined parameters, wherein the computer readable instructions further cause the interactive GUI to:
• apply one or more dynamic filter rules to the one or more baseline data structures to generate a list of baseline data structures that is based, at least in part, on a geographic characteristic that is associated with one or more of the at least one user device and a user of the at least one user device, said dynamic filter rules comprising said geographic characteristic,
• display, in the display region, one or more combinations, each of which comprises a combination of one or more baseline data structures among the list of baseline data structures,
• receive, via the one or more user adjustment tools in the user adjustment region, at least one adjustment indication, from the at least one user device,
• adjust, responsive to the at least one adjustment indication, at least one of said variables, thereby forming a user-customized configuration of a user-customized combination,
• dynamically update the display region and display said adjusting and an impact of said adjusting on at least one other variable as said adjusting occurs, thereby dynamically modifying the characteristics of said combination,
• receive, via the user confirmation region, from the at least one user device, input comprising a confirmation indication of the user-customized configuration, and
• display details of the user-customized combination of baseline data structures once said user-customized combination is created and issued responsive to the confirmation indication.

A method, the method comprising:

• receiving, by at least one computer server configured to communicate with one or more entity systems and at least one user device, via one or more data feed interfaces, one or more baseline data structures from among the one or more entity systems, each of said one or more baseline data structures comprising a combination of one or more pre-defined components and one or more pre-defined parameters associated with one or more non-tradeable deposit products;
• generating, by the at least one computer server, an interactive graphical user interface (GUI) on a display of the at least one user device, the interactive GUI comprising one or more screens;
• applying one or more dynamic filter rules to the one or more baseline data structures to generate a list of baseline data structures that is based, at least in part, on a geographic characteristic that is associated with one or more of the at least one user device and a user of the at least one user device, said dynamic filter rules comprising said geographic characteristic;
• displaying, via the interactive GUI, one or more combinations, each of which comprises a combination of one or more baseline data structures among the list of baseline data structures;
• displaying, via the interactive GUI, one or more user adjustment tools for customizing variables of the one or more combinations, said variables comprising at least one of a deposit strategy and a customizable parameter among said pre-defined parameters;
• receiving, by the at least one computer server, from the at least one user device via the interactive GUI, at least one adjustment indication via the one or more user adjustment tools;
• adjusting, by the at least one computer server, responsive to the at least one adjustment indication, at least one of said variables, thereby forming a user-customized configuration of a user-customized combination;
• dynamically updating and displaying, via the interactive GUI, said adjusting and an impact of said adjusting on at least one other variable as said adjusting occurs;
• receiving, by the at least one computer server, from the at least one user device via the interactive GUI, input comprising a confirmation indication of the user-customized configuration;
• and
• creating and issuing, by the at least one computer server, the user-customized combination of baseline data structures responsive to the confirmation indication received from the at least one user device via the interactive GUI.