- Customer Service Agent may add up to 30 accounts for the applicant. Each account must have Signing Officers assigned to it - and there can be as many as 50 SOs. There is a lot of overlap between the Signing
Officers of different accounts.
What is the most efficient way (fastest, most intuitive, minimizing repetitive steps) for the user to enter this data?
80/20 Design Principle
- From end-user feedback, we learn that most of the time, a business application will have fewer than 10 accounts, fewer than 10 signing officers in total, and generally, all their accounts will have the same list
of signing officers.
- A smaller fraction of applications will have up to the maximum number of accounts and the maximum number of signing officers, most of which may be uniquely applied to specific accounts.