Automated user interface generation for process tracking

A method for improving efficiency of a cloud-based system in generating optimized user interfaces relating to a client activity, comprising:

• receiving, at the could-based system, input data from a user regarding a client and the client activity;
• determining, by the cloud-based system, a plurality of tasks that are related to the client activity based on the input data;
• retrieving, by the cloud-based system, historical client data from a repository based on the input data;
• determining, by the cloud-based system which of the plurality of tasks to prompt the user to provide additional input data based on the historical client data and the input data;
• retrieving, by the cloud-based system, historical user data from a repository based on the input data;
• determining, by the cloud-based system, a customized order in which to present the plurality of tasks to prompt the user for the additional input data, wherein the customized order prioritizes tasks for the user to supply the additional input data based on the historical user data;
• generating a user interface including the plurality of tasks organized according to the customized order in which to prompt the user for the additional input data;
• transmitting the user interface to the user;
• tracking statuses of the tasks;
• and
• updating the user interface to indicate a status of the client activity based on the statuses of the tasks as the user provides the additional input data.

A system for improving efficiency of a cloud-based system in generating optimized user interfaces relating to a client activity, comprising:

• a user workstation, operable to provide input data regarding a client and the client activity, comprising a plurality of tasks;
• a repository, operable to store historical client data and historical user data;
• a workflow system, in communication with the user workstation and the repository, operable to generate user interfaces for display on the user workstation based on the input data and the historical client data, and including:
• a process tracker, operable to optimize generation of the user interfaces based on the historical user data, wherein the process tracker customizes an order in which to present the plurality of tasks in the user interfaces to prompt a user for additional input data, wherein the order prioritizes tasks for the user to supply the additional input data based on the historical user data.