Computerized system and method of navigating data with tree structure visualization using segmented access rights

A computer-implemented method for dynamically hiding restricted data in a hierarchical tree structure displayed in a graphical user interface, comprising:

• storing financial portfolio data representing financial and non-financial assets of an owner;
• storing node structure data representing a relationship of the assets in a hierarchical tree structure;
• storing user access rights data representing a portion of the financial portfolio data to which respective users have access;
• displaying a visual representation of the financial portfolio data in a hierarchical tree arrangement based on the node structure data within a graphical user interface on a computer screen, wherein the hierarchical tree arrangement comprises a plurality of nodes including a root node and a plurality of descendent nodes of the root node, wherein the root node represents substantially the entire portfolio of the owner based on the financial portfolio data and the one or descendent nodes represent respective portions of the portfolio;
• monitoring for selection of a node of the plurality of nodes;
• in response to selection of a node, automatically determining, by a processor, which of the descendant nodes of the selected node to hide based on the user access rights data associated with a current user;
• and
• automatically expanding the selected node, by the processor, to:
• (1) identify on the graphical user interface one or more descendant nodes of the selected node to which the current user has access based on the user access rights data, and (2) hide on the graphical user interface one or more of the descendant nodes of the selected node based on the user access rights data so that the visual representation of the financial portfolio data hides any nodes to which the current user does not have access.

A tangible, non-transitory computer readable medium storing instructions that, when executed by at least one processor, causes the at least one processor to perform a method comprising:

• storing financial portfolio data representing financial and non-financial assets of an owner;
• storing node structure data representing a relationship of the assets in a hierarchical tree structure;
• storing user access rights data representing a portion of the financial portfolio data to which respective users have access;
• displaying a visual representation of the financial portfolio data in a hierarchical tree arrangement based on the node structure data within a graphical user interface on a computer screen, wherein the hierarchical tree arrangement comprises a plurality of nodes including a root node and a plurality of descendent nodes of the root node, wherein the root node represents substantially the entire portfolio of the owner based on the financial portfolio data and the plurality of descendent nodes represent respective portions of the portfolio;
• monitoring for selection of a node of the plurality of nodes;
• in response to selection of a node, automatically determining, by a processor, which of the descendant nodes of the selected node to hide based on the user access rights data associated with a current user;
• and
• automatically expanding the selected node, by the processor, to:
• (1) identify on the graphical user interface one or more descendant nodes of the selected node to which the current user has access based on the user access rights data, and (2) hide on the graphical user interface one or more of the descendant nodes of the selected node based on the user access rights data so that the visual representation of the financial portfolio data hides any nodes to which the current user does not have access.