User interface and system for client database management

A method for facilitating progression of a membership application workflow to determine membership eligibility with a credit union, said method comprising:

• displaying a user interface having a particular visual layout structured to facilitate progression of a membership application workflow to determine membership eligibility of an applicant with a credit union;
• on the user interface, presenting a membership account selection option for selecting a type of membership account to initiate with the credit union;
• based on a selected type of membership account, displaying, on the user interface, a product selection option for selecting one or more types of products to initiate with the credit union;
• on the user interface, display an applicant information option to enter information of the applicant;
• based on the information entered in the applicant information option, determining that the applicant is eligible for membership with the credit union;
• and
• initiating one or more authentication checks based on the information entered in the application information option,
• wherein the particular visual layout of the user interface includes an image of an identification (ID) of the applicant, where the image is displayed simultaneously with at least some of the information entered in the applicant information option, and
• wherein one or more sections of the image, which is included as a part of the particular visual layout of the user interface, are displayed in an emphasized form to correspond to the at least some of the information displayed simultaneously with the image.

One or more hardware storage devices having stored thereon computer-executable instructions that are executable by one or more processors of a computer system to cause the computer system to at least:

• display a user interface having a particular visual layout structured to facilitate progression of a membership application workflow to determine membership eligibility of an applicant with a credit union;
• on the user interface, present a membership account selection option for selecting a type of membership account to initiate with the credit union;
• based on a selected type of membership account, display, on the user interface, a product selection option for selecting one or more types of products to initiate with the credit union;
• on the user interface, display an applicant information option to enter information of the applicant;
• based on the information entered in the applicant information option, determine that the applicant is eligible for membership with the credit union;
• and
• initiate one or more authentication checks based on the information entered in the application information option,
• wherein the particular visual layout of the user interface includes an image of an identification (ID) of the applicant, where the image is displayed simultaneously with at least some of the information entered in the applicant information option, and
• wherein one or more sections of the image, which is included as a part of the particular visual layout of the user interface, are displayed in an emphasized form to correspond to the at least some of the information displayed simultaneously with the image.