Work flow systems and processes for outsourced financial services

A status and workflow management system, the system comprising:

• a financial services project intake mechanism;
• computer systems including a direct service provider computer system of a direct service provider, use by responsible persons responsible for respective parts of processing of a given financial services project hosted on the direct service provider computer system, wherein each responsible person remotely accesses, over a computer network, the given financial service project hosted on the direct service provider computer system through a thin client;
• a computer screen providing mechanism to generate for each responsible person a work flow and status screen through the thin client, a given responsible person thereby being provided a work flow and status screen, through the thin client, displaying workflow management information pertaining to the given responsible person and according to the given responsible person's personnel type, the workflow management information comprising tasks to be performed by the given responsible person;
• a task display generator to display to the given responsible person on the given responsible person's screen, through the thin client, tasks assigned thereto, wherein the given responsible person is provided only limited screenshot access to workflow management information pertaining to the given financial service project needed by the given responsible person to complete the tasks assigned to the given responsible person, the limited screen shot access only providing images of the workflow management information pertaining to the given financial service project and inhibiting each given responsible person from altering and electronically transferring the workflow management information pertaining to the given financial service project hosted on the direct service provider computer system;
• a task update mechanism to update tasks on the screen of the given responsible person in accordance with a sequence of workflow steps to indicate when a given task is satisfied and to update tasks on the screen of a next assigned responsible person in the work flow to indicate a new unsatisfied task in accordance with a next workflow step;
• and
• a web tracker to log statuses associated with each task of the given financial services project and wherein the direct service provider has access to the web tracker to obtain status information produced from logging statuses associated with each task of the given financial services project.