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 necessitated an overhaul of the existing balances page. A project was initiated to update the existing displays to accommodate the new data.
Example of existing page
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 two sets of balances; 'start of day' and 'real-time', to accurately reflect intra-day transactions. It should also exist in a collapsed and expanded form, to accommodate the full range of customer profiles.
I created wireframes to illustrate my solution - they were used in discussions with Technology teams and to get initial approval for our approach.
Because of the proposed interactivity and high-visibility of this page, I hand-coded a set of HTML prototypes to better convey the expand/collapse and start of day/real-time displays for executive review.
The prototype helped gain high-level approval and the project was launched in March of 2004.