Our team was asked to review the current approach for the real-time risk limits dashboard, and provide improvement options. We conducted a review and interviewed customers to understand the various users. Our proposal simplified the overall experience by keeping the user on their selected dashboard, which provided a consolidated view of all exceptions using various levels of information.
The solution exceeded our initial requirements, and was embaced by providing a reusable platform-wide portal application.
Our approach was to learn about current users and roles, review the current solution, and compare with competitors.
The research indicated three key roles, and developed a metaphor of a firehouse to describe these roles. Our initial design would focus on the primary user or 'Firemen', who was tasked with 'putting out' risk violations.
These wireframes indicate a summary 'at-a-glance' view and an expanding in-page grid. The goal was to keep the user focused on the current view.
Below is prototype template of our solution. This solution allows viewing muliple levels of risk at a glance. Each level would provide a consistent notification alert, with the specific focused rule displaying additional details. We created a prototype using - Microsoft Silverlight (XAML), which the development team was able to bind the data services to the front end.