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
- Worked with UI developer on conceptual design iterations
- 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.