Method and system for searching for and navigating to user content and other user experience pages in a financial management system with a customer self-service system for the financial management system

摘要

Disclosed methods and systems provide domain-specific incremental search results for search query terms with a customer self-service system for a financial management system, according to one embodiment. Incremental search results are search results that are generated for search query terms, as a user enters the search query terms as part of a search query to a customer self-service system, according to one embodiment. The customer self-service system receives search query terms (e.g., a partial search query) in a search text box, searches user content (e.g., business transactions, personal transactions, etc.) and customer self-service system content for content that is relevant to the search query terms, and provides incremental search results navigation links within a results text box to enable users to easily see search results (e.g., transaction records) and to enable users to navigate to transactions records or other user content, from the results text box, according to one embodiment.