the new encompass user experience
The most important thing for creating a great user experience (UX) is to minimize workflow distractions and allow the user to focus on the task at hand. With these latest updates, encompass continue to offer you an excellent UX.
improving the UX
Too often a product user is wrestling with the user interface (UI) instead of completing the task and I wanted to ensure that the encompass products areas simple and intuitive as possible.
With this update, the entire application will look quite different, but most of the features are still in the same place, and this should make the process smoother for the end user. Below I have outlined some of the key changes and how it will affect product users.
Some key highlights of the new UI:
The details panel has received a substantial makeover. Previously I had different details panels on the Chart, List and Risk & Identity pages. One was vertical, the others horizontal, and with lots of scrollbars. I have unified them and added tabs to support the increasing amount of information found here.
As a result of the unification risk assessment is now available on the Chart and List pages. For organizations and persons I have added a dedicated tab where risk categories can be set and verification and screening searches executed. The details panel is now a persistent element in the interface. If the details panel is open on the Chart, it will stay open when navigating to the List and Risk & Identity pages. This works well in tandem with the global entity selection.
risk and identity selection
I have applied a global entity selection, meaning entity selections are maintained throughout the various pages in the application. This provides an easy way to look at the same content through a different lens.
I have introduced a unified button that displays the name and icon of the target entity plus the selected perspective. Clicking the button will open an overlay where the perspective and target entity can be changed. The perspective options are the same but look slightly different. It is now further possible to select a person as the target entity.
I have created new icons and applied color treatment anywhere risk categories are used. Whether in a dropdown, a table, or on the overview page, they will have the same color and icon. A nice touch with the icon is that it fills as the risk level increases. By using two properties, color and fill; the icons are more accessible for the color blind and easier to distinguish.
Throughout the application we are using entity icons with increasing frequency. When an entity name is displayed I’ve illustrated their icon next to it. This helps quickly recognise and distinguish entities. The same applies to information provider logos, and whenever a data product name is displayed we also display the logo. This again helps with recognising and distinguishing data products.
unified search experience
The search button is now context aware. When an entity is selected, pressing the search button automatically triggers a follow-on search. On the search page that follows, users can choose from a range of available searches. At the top of the page are filters to narrow down the options, while on the left hand side is a list of all the entities currently in the profile. This enables users to quickly select an entity for a follow-on search. On the right hand side are all the available reports for the selected entity.
The purchase flow has been redesigned to have a generic design to accommodate the wide variety of searches available from multiple information providers. One of the most notable improvements is the full screen tables displaying search results. This allows us to display more data to help users make the right decisions.
For each of the steps within the purchase flow the ‘context’ of the search is displayed at the top of the page. This includes information about the entity, search, and whether it is part of a policy. The context helps the user understand what the current task is.
Notifications have now been placed at the bottom left side of the screen and have an updated design. There are different kinds of notifications. Some require the user to action them and are persistent while others, such as a ‘successfully saved’ messages, are not persistent and will auto-hide.
ABOUT MARTYN VAN BUUREN | SENIOR UX DESIGNER
Prior to joining encompass in 2017 and bringing his wealth of knowledge and passion for improving the user experience, Martyn has held a number of UX positions in the UK, New Zealand and The Netherlands. He holds a Master of Arts in Interaction Design from Hogeschool voor de Kunsten in Utrecht.
Founded in 2011 by entrepreneurs Roger Carson and Wayne Johnson, and operating from the UK, encompass is the creator of unique, innovative Know Your Customer (KYC) software for banking, finance, legal and accountancy that enable better, faster commercial decisions. The company is driven by the belief that the best decisions are made when people understand the full picture.
want to turn regulatory compliance
in to a competitive advantage?
Contact us today to arrange your personalised consultation of encompass. Discover how our KYC automation software can help your business accelerate onboarding and give you peace of mind that you are regulator ready.