The Account Selector Case Study

A classic UI quandary: translating a complicated navigation structure into a flexible and desirable experience for the user. This case involves commercial credit card banking. Due to the data structure from the mainframe, the navigation of ‘groups’ and ‘accounts’ involve potentially 5+  levels of hierarchy.

Defining the problem

Functional requirements as outlined by analyst

  • The navigation UI had to be multiple things at once – it had to accommodate a commercial entity that would be simple & intuitive from a navigational standpoint and yet be flexible enough to handle the most complex and intricate commercial credit card account navigation. 

Use case scenarios

  • A simple list of commercial credit card accounts – a single level hierarchy
  • A list of groups with associated credit card accounts – two level hierarchy
  • Ability to navigate groups within groups, drilling down to specific credit card accounts – potentially 4 to 5 levels deep hierarchically 

Collaborative Strategy

  • Worked with UI developer on conceptual design iterations 

Solution

  • Working collaboratively with UI developer and product owner, we came up the the “Account Selector” – a means to navigate through a deep levels of credit card accounts – without resorting to a convoluted nested hierarchy design.