Case Study 2 – Account Selector

The Account Selector

Summary
A classic UX 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 20+  levels of hierarchy.


Defining the problem

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

  • A simple list of commercial credit card accounts
  • A list of groups with associated credit card accounts associated with groups
  • Ability to navigate groups within groups, drilling down to specific credit card accounts

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.