Executive Experience
User Scenario
Unified Portal - Solution Management
Providing customers easy, streamlined management of their entire Finastra experience is core to Universal Banking.
With our unified portal, our goal is to provide customers a single location to understand the big picture when it comes to their relationship with Finastra. Starting at a dashboard, customers see an at-a-glance overview of their entire organization and the Finastra solution set that serves it.
Beyond the dashboard, customers can use the unified portal to manage their software configuration, users and groups, support requirements, as well gain data and insights on ways to improve their efficiencies and capabilities across their organization.
User Scenario Mapping & Wireframes
We approached the unified portal from the executive perspective, mapping out requirements through scenario mapping to create a detailed look at their needs, with wireframes aligned to their journey, and preparing us for design
User Scenario Mapping
While focusing on the executive scenario, we also had to reimagine various aspects of the design, including the dashboard, provisioning, billing, and resource management. This involved defining requirements and designing screens along their journey, step by step, during our scenario mapping exercises.
Wireframe
Wire-framing enabled us to draft screen designs and gather early feedback on user needs. With the complexity of features, wire-framing facilitated experimenting with different layouts with minimal effort and time investment, validating our ideas before committing to them.
Screen Designs
Our goals with the screen designs were to create something that was net new and created a fresh vision for the company. We wanted to experiment and develop concepts far from the current applications that already existed.
Unified Portal Dashboard
Executives and system admins each have access to a dashboard within unified portal that provides an easy-to-digest overview of what’s happening across their Universal Banking solution.
Solutions Notifications
In this case, the Head of Lending is requesting for the bank to add TransUnion as a secondary credit reporting service. To find out more, the Operations Manger clicks the View Info button.
Manage Configuration
The Operations Manager arrives at the manage configuration screen, with the TransUnion service pre-selected. And because Universal Banking knows what prerequisite components and services are required, it automatically locates where in the system TransUnion should be added, saving them time and making configuration management a matter of a few easy clicks.
The CSR is now able to review the customer’s loan history and his landing financial summary with the bank. This gives her a 360° view of his financial picture through the loans dashboard
