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

Methods and systems are disclosed for finding and navigating information in financial management systems. In some implementations, a customer self-service system provides incremental search results that are based on user profile information, customer self-service content, and navigation history of a user within a financial management system. The user profile information may include one or more of an estimated income level of the user, an estimated education level of the user, business financial records of the user, tax return information of the user, or personal financial records of the user. The customer self-service system provides the search results incrementally, thereby allowing the user to receive references to transactions or transaction details in real-time as the user provides search query terms for the customer self-service system.