Challenge Summary
Welcome to the "FAST - Responsive FX Banking Dashboard Design Challenge". In this challenge, we are looking for your help in creating new UI/UX design concepts focused on an "FX Dashboard" that will be used by banking executives to have a quick understanding of their value at risk in the foreign exchange market (FX). This dashboard gives executives the ability to view all trades their bank's trades in the foreign exchange, monitor settlement status and cash position, control and change status, while also leveraging cognitive to help the user see, understand and solve exceptions.
We are looking for executive quality, data visualization dashboard designs that are simple, informative, easy to understand using the latest interface and user experience design techniques.
Looking forward to your creative solutions!
Challenge Format:
This competition will be run as a Single Round Challenge with a Rolling Checkpoint
Submit your initial design for Rolling Checkpoint feedback - Desktop and/or Mobile
01. Dashboard (Desktop)
02. Dashboard (Mobile)
03. Any Additional Functionality?
04. UI/UX interactions (showcase your thoughts to the customer)
- Provide a MarvelApp presentation of your design to help us understand your design concept.
- Request a MarvelApp prototype/project via email from Copilot erianto_ongko@yahoo.co.id.id or adroc@topcoder.com.
- Make sure all your pages have correct flow. Use correct file numbering (eg. 00, 01, 02, 03)
Rolling Checkpoint:
*Notice this is a FAST single-round challenge but you do need to do some quick research and think about our user!
- We will have 5 Rolling Checkpoint Prizes at $100 each.
We will provide rolling checkpoint feedback to the submissions that are received by Thursday, July 20, 2017 8:00 AM EDT. You can submit any screen(s) that you would like to receive feedback for. You can submit PNG/JPG of your files without the source files included.
- Challenge Start: Tuesday, July 18, 2017, 11:00 PM EDT.
- Rolling Checkpoint Start: Thursday, July 20, 2017, 8:00 AM EDT.
- Final Designs are due next Friday, July 21, 2017, 10:00 AM EDT.
Notes about Rolling Checkpoint:
- adroc (Adam Morehead) will be available to review early submissions and provide Rolling Checkpoint Feedback.
- We will answer questions and provide Rolling Feedback as fast as possible.
- You must watch the Forum for your feedback.
Challenge Details:
The goal of this challenge is to understand the provided design problem, analyze the user experience (do some quick research) and create visual design concepts for the Executive FX Dashboard based on the functionality listed below and the provided references. Show us your creative ideas and solution on how the application might look and work.
Our Client:
Our client is a very large bank that does a lot of business in the FX market. They are looking for new ways to look at this information and to learn more about the Topcoder community and your design thinking and skills.
The User:
The user is an executive level customer that would like an FX Dashboard that:
- Shows all FX trades over CLS/SWIFT
- Multiple views - by Counterparty, by currency, by trading desk
- Settlement status - uncleared, cleared, not settled, settled
- Overall cash position by Nostro
- Control status for Nostro's - Matched, Unmatched, Ageing of unmatched
All of this should be shown within the context of time (the change is rapid and critical).
Use Case: The user will use this in their day-to-day
1) To have an overview of what is value at risk
2) To know the level of straight through processing versus exceptions - therefore processing capacity or bottleneck
3) To visualize trends leading to systemic issues to be solved for
Cognitive/AI could be used to "self-heal" exceptions that are shown as the system gets trained in exception handling.
Additional Details and Definitions:
FX Dashboard
The foreign exchange market also known as currency market or Forex (FX) is a global decentralized or over-the-counter (OTC) market for the trading of currencies. This includes all aspects of buying, selling and exchanging currencies at current or determined prices.
Cognitive Features
In this challenge, we would like you to think about how to leverage cognitive technology and incorporate AI into the FX Dashboard.
Cognitive reading:
- Breakthrough Banking: an executive report about cognitive future in banking and financial markets.
- Cognitive bank: provide case studies and trend on the cognitive bank.
Examples
- Older designs and examples
- See attachments (db1 & db2) = What a dashboard could look like but the items must be what is listed above.
Further readings
This challenge will use extensive terms/words from banking and trading, please use your time to read or do your own research before start designing.
- See attached: fxintro.pdf
- Forex Trade
- CLZ/Swift
- Nostro
General Requirements
Screen Sizes
- This application is going to be developed as a Desktop Web Application and/or Mobile Application
- Screen Sizes:
-- Desktop: 1366 x 768 pixels (height as needed)
-- Mobile: 750 x 1334 pixels
- Should have minimal scrolling of the entire screen
Branding
Branding guidelines
- Use Helvetica Neue for the font.
- We will not be using the customer's logo just the brand colors and guidance
- You can use placeholder logo or text "FX" for this challenge.
- This should be a serious/professional looking application
- The overall look should be bright and clean.
- We are looking for concepts and ideas!
Screens and Features Ideas
01. Dashboard
- Show visualization of all FX trades over CLS/SWIFT, using chart or table. Do we need toggle between chart and table?
- Ability to see the trade in multiple views: by Counterparty, by currency, by trading desk
- Show summary of international trading that is happening to give the user a bird view of the current situation.
- Ability to see their settlement status: uncleared, cleared, not settled, settled
- User need to see their overall cash position by Nostro
- User can control their status for Nostro: Matched, Unmatched, Aging of unmatched
- Ability to view the currencies watch list and their performance in the international market.
02. Cognitive Feature
- Show us concepts and ideas on how to leverage cognitive technology into this type of dashboard.
- We are open and looking for your ideas.
- Possible cognitive feature to consider:
- Cognitive/AI could be used to "self-heal" exceptions as the model gets trained in exception handling and thereby do the healing by itself.
03. Any Additional Functionality
- Show us concepts and ideas for how things could be designed and function.
04. Presentation Screen - 1920x1080 (16:9 Ratio)
- Just like a RUX challenge, this screen is the way to showcase your concept so keep it simple and make it look good!
- I will be presenting your design concepts on Friday in New York City!
Important:
- Keep things consistent. This means all graphic styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance
- Keeping consistent visual elements - from signaling to understanding, to action planning.
MarvelApp Presentation
- Provide a MarvelApp presentation of your design to help us understand your design concept.
- Request a MarvelApp prototype from the Copilot (erianto_ongko@yahoo.co.id) cc-ing adroc (adam@topcoder.com).
Stock Artwork (Illustrations, Icons, Photography)
- Stock art and Stock icons are allowed for this challenge
- Make sure to declare all your assets properly or you might failed screening.
Judging Criteria:
- Overall idea and executions of concepts.
- Overal design and user experience.
- Execution and thoughtfulness that you put into solving the design problem.
Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
- Submit JPG/PNG for your submission files.
- Submit a MarvelApp link URL as part of your submission (put it in your declaration file).
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as a layered PSD file, or Adobe Illustrator as a layered AI file.
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
We are looking for executive quality, data visualization dashboard designs that are simple, informative, easy to understand using the latest interface and user experience design techniques.
Looking forward to your creative solutions!
Challenge Format:
This competition will be run as a Single Round Challenge with a Rolling Checkpoint
Submit your initial design for Rolling Checkpoint feedback - Desktop and/or Mobile
01. Dashboard (Desktop)
02. Dashboard (Mobile)
03. Any Additional Functionality?
04. UI/UX interactions (showcase your thoughts to the customer)
- Provide a MarvelApp presentation of your design to help us understand your design concept.
- Request a MarvelApp prototype/project via email from Copilot erianto_ongko@yahoo.co.id.id or adroc@topcoder.com.
- Make sure all your pages have correct flow. Use correct file numbering (eg. 00, 01, 02, 03)
Rolling Checkpoint:
*Notice this is a FAST single-round challenge but you do need to do some quick research and think about our user!
- We will have 5 Rolling Checkpoint Prizes at $100 each.
We will provide rolling checkpoint feedback to the submissions that are received by Thursday, July 20, 2017 8:00 AM EDT. You can submit any screen(s) that you would like to receive feedback for. You can submit PNG/JPG of your files without the source files included.
- Challenge Start: Tuesday, July 18, 2017, 11:00 PM EDT.
- Rolling Checkpoint Start: Thursday, July 20, 2017, 8:00 AM EDT.
- Final Designs are due next Friday, July 21, 2017, 10:00 AM EDT.
Notes about Rolling Checkpoint:
- adroc (Adam Morehead) will be available to review early submissions and provide Rolling Checkpoint Feedback.
- We will answer questions and provide Rolling Feedback as fast as possible.
- You must watch the Forum for your feedback.
Challenge Details:
The goal of this challenge is to understand the provided design problem, analyze the user experience (do some quick research) and create visual design concepts for the Executive FX Dashboard based on the functionality listed below and the provided references. Show us your creative ideas and solution on how the application might look and work.
Our Client:
Our client is a very large bank that does a lot of business in the FX market. They are looking for new ways to look at this information and to learn more about the Topcoder community and your design thinking and skills.
The User:
The user is an executive level customer that would like an FX Dashboard that:
- Shows all FX trades over CLS/SWIFT
- Multiple views - by Counterparty, by currency, by trading desk
- Settlement status - uncleared, cleared, not settled, settled
- Overall cash position by Nostro
- Control status for Nostro's - Matched, Unmatched, Ageing of unmatched
All of this should be shown within the context of time (the change is rapid and critical).
Use Case: The user will use this in their day-to-day
1) To have an overview of what is value at risk
2) To know the level of straight through processing versus exceptions - therefore processing capacity or bottleneck
3) To visualize trends leading to systemic issues to be solved for
Cognitive/AI could be used to "self-heal" exceptions that are shown as the system gets trained in exception handling.
Additional Details and Definitions:
FX Dashboard
The foreign exchange market also known as currency market or Forex (FX) is a global decentralized or over-the-counter (OTC) market for the trading of currencies. This includes all aspects of buying, selling and exchanging currencies at current or determined prices.
Cognitive Features
In this challenge, we would like you to think about how to leverage cognitive technology and incorporate AI into the FX Dashboard.
Cognitive reading:
- Breakthrough Banking: an executive report about cognitive future in banking and financial markets.
- Cognitive bank: provide case studies and trend on the cognitive bank.
Examples
- Older designs and examples
- See attachments (db1 & db2) = What a dashboard could look like but the items must be what is listed above.
Further readings
This challenge will use extensive terms/words from banking and trading, please use your time to read or do your own research before start designing.
- See attached: fxintro.pdf
- Forex Trade
- CLZ/Swift
- Nostro
General Requirements
Screen Sizes
- This application is going to be developed as a Desktop Web Application and/or Mobile Application
- Screen Sizes:
-- Desktop: 1366 x 768 pixels (height as needed)
-- Mobile: 750 x 1334 pixels
- Should have minimal scrolling of the entire screen
Branding
Branding guidelines
- Use Helvetica Neue for the font.
- We will not be using the customer's logo just the brand colors and guidance
- You can use placeholder logo or text "FX" for this challenge.
- This should be a serious/professional looking application
- The overall look should be bright and clean.
- We are looking for concepts and ideas!
Screens and Features Ideas
01. Dashboard
- Show visualization of all FX trades over CLS/SWIFT, using chart or table. Do we need toggle between chart and table?
- Ability to see the trade in multiple views: by Counterparty, by currency, by trading desk
- Show summary of international trading that is happening to give the user a bird view of the current situation.
- Ability to see their settlement status: uncleared, cleared, not settled, settled
- User need to see their overall cash position by Nostro
- User can control their status for Nostro: Matched, Unmatched, Aging of unmatched
- Ability to view the currencies watch list and their performance in the international market.
02. Cognitive Feature
- Show us concepts and ideas on how to leverage cognitive technology into this type of dashboard.
- We are open and looking for your ideas.
- Possible cognitive feature to consider:
- Cognitive/AI could be used to "self-heal" exceptions as the model gets trained in exception handling and thereby do the healing by itself.
03. Any Additional Functionality
- Show us concepts and ideas for how things could be designed and function.
04. Presentation Screen - 1920x1080 (16:9 Ratio)
- Just like a RUX challenge, this screen is the way to showcase your concept so keep it simple and make it look good!
- I will be presenting your design concepts on Friday in New York City!
Important:
- Keep things consistent. This means all graphic styles should work together.
- All of the graphics should have a similar feel and general aesthetic appearance
- Keeping consistent visual elements - from signaling to understanding, to action planning.
MarvelApp Presentation
- Provide a MarvelApp presentation of your design to help us understand your design concept.
- Request a MarvelApp prototype from the Copilot (erianto_ongko@yahoo.co.id) cc-ing adroc (adam@topcoder.com).
Stock Artwork (Illustrations, Icons, Photography)
- Stock art and Stock icons are allowed for this challenge
- Make sure to declare all your assets properly or you might failed screening.
Judging Criteria:
- Overall idea and executions of concepts.
- Overal design and user experience.
- Execution and thoughtfulness that you put into solving the design problem.
Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
- Submit JPG/PNG for your submission files.
- Submit a MarvelApp link URL as part of your submission (put it in your declaration file).
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as a layered PSD file, or Adobe Illustrator as a layered AI file.
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.