# US 2025/0097232 A1 · Systems and methods for configuring a dynamic user interface for an insights based web portal > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2025/0097232 A1 - Document ID: US20250097232A1 - Status: Published application - Kind: A1 - Application number: 18/468,537 - Filed: 2023-09-15 - Published: 2025-03-20 - Earliest claimed: 2023-09-15 - Assignees: The Toronto-Dominion Bank - Applicants: The Toronto-Dominion Bank - Inventors: RICHARD DIORIO; BRET ANDREW GOODMAN - Web page: https://patentgrep.com/patent/US20250097232A1 ## CPC - H04L 63/104: {Grouping of entities} - H04L 63/102: {Entity profiles} - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) ## Abstract Computerized methods, systems and devices discussed herein enable providing curated customized user interface views of a set of data to a plurality of networked computing devices via a computerized user interface application providing various portal interfaces based on at least an architecture chart defining hierarchy and access for portal groups. ## Claims ### Claim 1 A computing device for providing curated customized views of a set of data to a plurality of networked computing devices via a computerized user interface application, the computing device comprising a processor, a storage device and a communication device wherein each of the storage device and the communication device is coupled to the processor, the storage device storing instructions, which when executed by the processor, configure the computing device to: receive an input, from a database, of an organization chart providing a branched architecture within an entity for a plurality of users associated with the plurality of networked computing devices; determine from the organization chart each type of user from the plurality of users associated with each of the networked computing devices and thereby accessing a corresponding access chart for the plurality of users comprising access privileges for the users according to the type of user; determine from the organization chart an associated grouping of the user to other similar users within the entity for each of the plurality of users and thereby accessing content interests specific for both the user and the other similar users; apply the organization chart to a user interface module for generating a series of curated customized views of the data for each user being a subset visual representation of the data for the computerized user interface application based on the access privileges and the content interests for the user and the other similar users, wherein the curated customized views provide slices of information being related content from the data; and provide the series of curated customized view of the data across a networked environment, via the user interface application, for different types of users for display on the plurality of networked computing devices. ### Claim 2 (depends on 1) The computing device of claim 1, wherein the curated customized views for a user have at least some screens of content overlapping with content in customized views of the data for another user of a different associated grouping for an entity based on the access privileges. ### Claim 3 (depends on 2) The computing device of claim 2, wherein the instructions causing the computer to determine a series of curated customized views further comprises, via the user interface application, allowing one particular type of user accessing from one of the plurality of networked computing devices and having a higher access privilege to navigate to and view a first set of customized views for the particular type of user and a second set of other customized views for other types of users having a lower access privilege. ### Claim 4 (depends on 3) The computing device of claim 3, wherein, via the user interface application, the instructions further cause the computer to present a hyperlink on the first set of customized views for the particular type of user to navigate to connected view pages of the other types of users to trigger displaying the second set of other customized views. ### Claim 5 (depends on 1) The computing device of claim 1, wherein the instructions further cause the computer to predict the content interests of each user based on tracking, via the user interface application, online user behavior with a computing device, comprising social media feed associated with the user and prior content navigated to by each user via the user interface application. ### Claim 6 (depends on 1) The computing device of claim 1, wherein the instructions causing the computer to determine the type of user comprises determining an associated role within an entity and retrieving associated digital access levels for accessing each type of a plurality of types of potential data from the set of data. ### Claim 7 (depends on 1) The computing device of claim 1, wherein the instructions causing the computer to generate the curated customized views for a user associated with one of the plurality of networked computing devices further comprises generating at least some screens of content overlapping with content in customized views of the data for another user of a different associated group for an entity based on the access privileges. ### Claim 8 A method for providing curated customized views of a set of data to a plurality of networked computing devices via a computerized user interface application, the method comprising: receiving an input, from a database, of an organization chart providing a branched architecture within an entity for a plurality of users associated with the plurality of networked computing devices; determining from the organization chart each type of user from the plurality of users associated with each of the networked computing devices and thereby accessing a corresponding access chart for the plurality of users comprising access privileges for the users according to the type of user; determining from the organization chart an associated grouping of the user to other similar users within the entity for each of the plurality of users and thereby accessing content interests specific for both the user and the other similar users; applying the organization chart to a user interface module for generating a series of curated customized views of the data for each user being a subset visual representation of the data for the computerized user interface application based on the access privileges and the content interests for the user and the other similar users, wherein the curated customized views provide slices of information being related content from the data; and providing the series of curated customized view of the data across a networked environment, via the user interface application, for different types of users for display on the plurality of networked computing devices. ### Claim 9 (depends on 8) The method of claim 8, wherein the curated customized views for a user have at least some screens of content overlapping with content in customized views of the data for another user of a different associated grouping for an entity based on the access privileges. ### Claim 10 (depends on 9) The method of claim 9, wherein determining a series of curated customized views further comprises, via the user interface application, allowing one particular type of user accessing from one of the plurality of networked computing devices and having a higher access privilege to navigate to and view a first set of customized views for the particular type of user and a second set of other customized views for other types of users having a lower access privilege. ### Claim 11 (depends on 10) The method of claim 10, wherein, via the user interface application, the method further comprises presenting a hyperlink on the first set of customized views for the particular type of user to navigate to connected view pages of the other types of users to trigger displaying the second set of other customized views. ### Claim 12 (depends on 8) The method of claim 8, further comprising predicting the content interests of each user based on tracking, via the user interface application, online user behavior with a computing device, comprising social media feed associated with the user and prior content navigated to by each user via the user interface application. ### Claim 13 (depends on 8) The method of claim 8, wherein determining the type of user comprises determining an associated role within an entity and retrieving associated digital access levels for accessing each type of a plurality of types of potential data from the set of data. ### Claim 14 (depends on 8) The method of claim 8, wherein generating the curated customized views for a user associated with one of the plurality of networked computing devices comprises generating at least some screens of content overlapping with content in customized views of the data for another user of a different associated group for an entity based on the access privileges. ### Claim 15 A non-transitory computer readable medium having instructions tangibly stored thereon for providing curated customized views of a set of data to a plurality of networked computing devices via a computerized user interface application, wherein the instructions, when executed by at least one processor of a computer system cause the computer system to: receive an input, from a database, of an organization chart providing a branched architecture within an entity for a plurality of users associated with the plurality of networked computing devices; determine from the organization chart each type of user from the plurality of users associated with each of the networked computing devices and thereby accessing a corresponding access chart for the plurality of users comprising access privileges for the users according to the type of user; determine from the organization chart an associated grouping of the user to other similar users within the entity for each of the plurality of users and thereby accessing content interests specific for both the user and the other similar users; apply the organization chart to a user interface module for generating a series of curated customized views of the data for each user being a subset visual representation of the data for the computerized user interface application based on the access privileges and the content interests for the user and the other similar users, wherein the curated customized views provide slices of information being related content from the data; and provide the series of curated customized view of the data across a networked environment, via the user interface application, for different types of users for display on the plurality of networked computing devices.