Bank of the West
Balances Page
E*TRADE Examples
Balances Page
The Challenge
In late 2003, E*TRADE upgraded their Books and Records infrastructure, which provided real-time data as well as a more granular break-down of funds.
This required an overhaul of the existing balances page, so a project was initiated to update the existing displays to accommodate the new data.
Example of existing page
My Role
After reading an early draft of the Business Requirements Document, I met with the Product Manager to discuss design approach and functionality.
We agreed that the page should display start of day and real-time balances in order to accurately reflect intra-day transactions. It should also exist in a collapsed and expanded form, to accommodate the full range of customer profiles.
My wireframes were key to gaining buy-in and approval for the new interactive display.
The Result
Because of the proposed interactivity and high-visibility of this page, I created an HTML prototype to better convey the show/hide displays of additional data.
The prototype helped gain approval from leadership and the project was launched in March of 2004.
Screenshot of fully functional prototype
