When Capital One acquired the GM Small Business portfolio, in addition to migrating them to our servicing platform, we wanted to ensure existing cardholders were able to access certain features that were available on the old platform from their prior bank.
The most complex of these features was a component whereby which you could filter transactions. In fulfilling this need we didn’t want to just replicate it because the old bank’s experience just wasn’t as clear and intuitive as it could be, so we set out to re-imagine the system.
First, we wanted to make sure the highest level filter categories made sense and were useful ways to find the account activity one might want to find. We first did an inventory of the different types of data a user might want to sort by, and then we organized those data points into groups and used those as the highest level of the information architecture. We wanted to ensure a user could have very precise control, so we broke the filter categories’ characteristics out to guarantee the filters themselves were equally well thought through. With such precise controls can also come interfaces that are overwhelming and confusing to users, so we designed components within each category on a case-by-case basis, to ensure a smooth and intuitive experience.
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