Stipulation Manager

Project Background

• In the process of applying for an advance, Customer submits a set of required documents needed to start processing the application

• Documents are reviewed/handled by different teams (Prequalification, Processing, Sales, Closing, Underwriting)

• All groups have access to Salesforce as the source of truth for any Customer information

• Business decision was made to remove Salesforce access for user groups that primarily work in other applications (Prequalification, Processing, Underwriting, Closing)

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My Role

My role was to redesign the current Stipulation Manager into an independent component that can be used in any other application. 

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Design Process

Design Considerations

• Five distinct groups with distinct sets of functions will use the component

  • Prequalification team: upload documents, preview, delete

  • Processing team: upload documents, assign tag(s), preview, delete

  • Underwriting team: upload documents, review, download, assign themselves as reviewers, accept/reject a document, request a new document, add notes to a document, sign off on all documents

  • Closing team: upload documents, review, download, assign themselves to a document, assign a status to a document, accept documents

  • Sales team: upload documents, preview documents, view stipulation status

• The current system cannot serve custom UI

  • The information needs to be arranged in such a way to serve each of the five groups in an effective way without much customization

• Features that existed in Salesforce need to be transferred to the new component

• Application processing is mostly linear 

  • The features of the component will build up as the stages of the application advance through the flow

• Enhanced Stipulation Manager will be embedded in an iFrame​

• Any modals can only take up the size of an iFrame (iFrame cannot control it’s parent window)