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IA / UX Designer |
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| wireframes | site maps | ![]() |
process flows | ![]() |
ui design | ![]() |
documents | misc | |||||||||
| · | dashboard |
· | big company | · | clearance | · | Google redesign | · | func specs | · | configurator | ||||||
| · | mobile |
· | finance demo | · | flash minisite | · | compare nav. | · | user task map | · | feature spectrum | ||||||
| · | magazine |
· | numbered pages | · | decision matrix | · | insurance form | · | use case | · | best practices | ||||||
| · | simple |
· | dynamic content | · | create account | · | admin page | · | visualization | · | mobile voice | ||||||
| · | message board | · | products | · | wizard | · | plugin | · | fields defined | · | mobile search | ||||||
| · | templates | · | mobile conversion | ||||||||||||||
|
Question |
Current page |
If answer is yes |
If answer is no |
|
“Employer
Information” questions |
emp_1.html |
pre-populate
fields (alternative: do not show questions) if this data can be inherited
from Employer logon |
|
|
“Is this
claim for the Employee or for a Dependent? |
emp_1.html |
If employee – “Next” button
should not link to dependent questions (dep.html), should go directly to
cov_1.html |
If dependent: a) “Next” button should go to dependent
questions dep.html |
|
“Was Life
Insurance ever cancelled?” |
emp_1.html
|
display
subsequent “Cancellation Date” question |
either: a) do not generate a “Cancellation Date”
question at all or b) if system must display all
questions, gray it out |
|
“Is this
claim for the Employee or for a Dependent? |
emp_1.html |
If employee – either: display both subsequent “employee” questions,
hide dependeing q’s (ci_d3.html) |
If dependent: b) do not generate subsequent employee
questions, go directly to dependent questions |
|
“Absolute
Assignment?” |
cov_1.html |
Display
subsequent “Assignment Date” question |
a) do not
generate a “Assignment Date” question at all or b) if system must display all questions,
gray it out |
|
“Evidence
of Insurance Required?” |
cov_1.html |
Display
“Date Evidence of Insurance approved” question |
Either: a) do not generate a “Date
Evidence of Insurance approved” question at all or b) if system must display all questions,
gray it out |
|
Life Plan |
cov_1.html |
User selects plan(s), clicks “Confirm
Choices”, system stores choices to be used later in Beneficiary section. In the beneficiary section the user will be
asked which Life Plans apply to a particular beneficiary. The pool of available Life Plan choices is
created by the answer to the “Life Plan” question on cov_1.html |
|
|
“Number
of Beneficiaries” |
ben_1.html |
System should generate questions
based on the answer to this number. If user selects “2”, generate 2
sets of beneficiary questions: Beneficiary 1 questions and Beneficiary 2 questions.
(there will always be a “Beneficiary 1”) If user selects “1”, generate 1
set of beneficiary questions: and do not show the subsequent question “same
address for all?” and “same address as previous beneficiary?” |
|
|
“Same
Address for all?” precondition:
user has selectd more than one beneficiary in “Number of Beneficiaries”
question, which directly precedes “Same Address for All” |
ben_1.html |
if yes, pre-populate subsequent
beneficiary address fields with answer received in Beneficiary 1 addess fields. ALSO: do
not display a “same address as previous beneficiary” option for ben’s
subsequent to Beneficiary 1 |
if no, do not pre-populate subsequent beneficiary address fields with
answer received in Beneficiary 1 addess fields. ALSO: display a “same address as
previous beneficiary” option for ben’s subsequent to Beneficiary 1 |
|
“Beneficiary
Entity” |
ben_1.html |
If user
selects “Trust”: Generate
Trust Date” and “Trustee Executor” questions |
a) do not generate a “Trust Date”
and “Trustee Executor” question at all or b) if system must display all
questions, gray out these questions |
|
Use same coverage dates as
above? |
ben_1.html |
if “yes” prepopulate coverage fields based on answers in preceding plan. |
|
|
Select coverage(s) for
Beneficiary 1: |
ben_1.html |
System
generates fields for this question (in a combo box) based on inheriting plan
names from “Life Plan” question on cov_1.html |
|
|
Use same address as a previous
beneficiary? |
ben_2.html |
if “yes” prepopulate address fields
based on answers in preceding beneficiary. |
|
|
Use same Basic Life: coverage dates as a previous beneficary?: |
ben_2.html |
if “yes” prepopulate date fields
based on answers in preceding beneficiary section, specifically the answers
given for the same Life Plan, in this case “Basic Life”. |
|
|
Link at
bottom of all pages: “Save Application and Finish Later” |
All pages |
This link has two child pages (not in prototype) -
child page “Are you sure you want to stop now and save your
application for later?” o
child of child page: “Your application has been saved” (show link to
submit new application) |
|
|
Link at
bottom of all pages: “Cancel Application” |
All pages |
-
child page “Are you sure you want to cancel your application?
It will not be saved.” o
child of child page: “Your application has been canceled.”
(show link to submit new application) |
|