Online Banking: HELOC Transactions

Like other enterprise design projects I’ve led, the Home Equity Transactions initiative entailed working closely with a broad range of partners - experts from business, technology, coding, marketing, and UX disciplines. 

This ambitious project will massively upgrade the online functionality and features for HELOC account holders: transaction registers, filters, improved access to transaction history and statements, and an interactive demo all contribute to provide the customer control and access to their information.

Recent account activity. One of about 40 slides in the wireframe deck.

  more wireframe samples:
Information Modules. This wireframe offers a look at how I diagrammed modular screen components outside of the page context, to provide a clearer and more concise document. Style and functional commonalities are highlighted in the notes at lower right. HELOC Transaction screen module diagram slide
Filters, menus, and legends. Here, components are diagrammed in context, since the content and display of those elements are more easily understood when viewed in place. The squigglies indicate page fragments. Register filters, menus, and the icon legend.