Challenge Summary
Welcome to the "RUX - 72H Credit Portal UI Design Challenge". In this challenge we are looking for your great design skills to quickly help us conceptualize and design a new B2B (business-to-business) web based application for Sub-distributors and providers of funds that our company has a platform service agreement with. The purpose of the portal is to replace a manual process of sending various reports and invoices to providers via email by providing a UI where they can view and download these reports.
Let us know if you have any questions!
What is a RUX Challenge?
The RUX (Rapid User Experience) challenge uses the same format as our famous LUX Challenge except it is not "Live" at an event. The RUX Challenge Series provides you with an opportunity to show digital leaders from some of the largest companies in the world just how good your concept and user experience (UI/UX) design skills are.
RUX (Rapid User Experience) challenges are fast, fun, and have more chances for you to capture prize money!
Note: You do not need to have RUX challenge experience to join this challenge - Just jump in and give it a try! Make sure to follow the challenge details, the challenge forum and ask questions.
Background information
The following application is a an internal facing application of a “Credit Portal”, requested from investment solutions and products team. It is a B2B application for Sub-distributors and providers of funds that our company has a platform service agreement with. The total expected number of users is approximately 200, and is expected to increase in the future. Users will have access to the system via an authentication mechanism. Their registration will happen manually since this will be managed by the providers team. “Credit Portal” users will have access to the platform to administer the users’ creation and mapping to Sub-distributors and providers entities. A manual mechanism to upload the reports will also exist.
The purpose of the portal is to replace a manual process of sending various reports and invoices to providers via email by providing a UI where they can view and download these reports. In accordance with regulations, sub-distributors will be able to access the total fund universe “Credit Portal” has under agreement and view 3rd party providers' funds based on filter criteria. Also the application goal will be to streamline the client relationship management and the exchange of information and documentation between “Credit Portal” and providers and Sub-distributors.
Please note that “Credit Portal” is a code name to protect our Client identity.
You will be focused on desktop screens only, using grid systems for correct and clean layouts.
RUX Challenge Timeline and Rolling Checkpoint
- Submission Start: 27/04/2018 at 20:00 EDT
- Rolling Checkpoint Start: 29/04/2018 at 10:00 EDT
- Submission End: 30/04/2018 at 20:00 EDT
We are offering 5 Prizes Placements
1) 1st Placement: $2000
2) 2nd Placement: $1500
3) 3rd Placement: $1000
4) 4th Placement: $750
5) 5th Placement: $500
- Plus 8 placements for Rolling Checkpoint prizes @ $50 each!
Note: Important Rolling Checkpoint Details
- We will answer questions and provide Rolling Feedback as fast as possible.
- You must watch the Forum for your feedback!
*All initial qualifying checkpoint submissions will win $50 (Only first 8 potential submissions)
Things to think about:
- This design should be clean and professional. Think on a corporate end use.
- Do not design a logo for this application. You can use a dummy logo or a placeholder. The real logo will be replaced later.
- You can use icons from icon8 and Flaticon. Just remember to declare them on your notes/declaration file.
Required Screens
1- Sub-distributor sort credit notes
This will be the Sub-Distributor home page. On this page, the user can see his/her Credit Notes, Trailer Fee Reports, Funds and navigate to an external website about research and educational information.
One can sort Credit Notes by their month and/or year of creation. The user is able to download these documents by clicking on the respective links. Editing the year or month of a document is possible through the Edit button.
Requirements:
1. By default, a Sub-Distributor sees his most recent 3 credit notes which are generated monthly.
2. Whenever a document is edited and saved, a notification email is sent out to inform corresponding users about an update which has happened.
Please refer to this link for mockup sample.
2- Sub-distributor Compare funds - Key Screen
Sub-Distributors are able to compare funds with each other. The comparison includes static as well as dynamic (performance-related) data. The comparison can be exported and downloaded to a spreadsheet.
Please note that in the mock up, only 2 funds have been compared and few attributes shown as comparison result. However, in reality many funds (5-7) could be compared and comparison results involve not only sets of attributes but also graphs.
Requirements:
1. By default all the Sub-Distributors are able to see all the funds in the Portal. However, Sub-Distributors can decide to exclude the funds of one or multiple fund providers from any interaction (showing fund data, comparing fund data).
Please refer to this link for mockup sample.
A comparison sample has been provided in the following folder. Use it for content reference only, do not copy the layout directly:
https://drive.google.com/open?id=15T8tD6g_Y71YmxAJCq3nxUvqzkLHbHyH
3- Sub-distributor Funds Search
The purpose of this page is to show all funds based on specific Sub-Distributor logic.
Requirements:
1. The Sub-Distributor will only see funds that belong to the providers he has in his "Allowed Providers" list (see Page 35 for functionality on admin page)
2. Since the number of available funds is large, we only show a fraction of those where the user can request for more funds to be shown (e.g. show next 100 funds)
Please refer to this link for mockup sample.
4- Sub-distributor See static and dynamic funds data
On this page, Sub-Distributors are able to see static and dynamic funds data for funds.
Requirements:
1. The Sub-Distributor will only see funds that belong to the providers he has in his "Allowed Providers" list.
2. MiFID data has to be shown in addition to static and dynamic data.
Please refer to this link for mockup sample.
5- Admin View
The Admin user is the one who will be able to manage accounts.
Requirements:
1. The admin can delete, create and edit Sub-Distributors. Every Sub-Distributor has to be assigned to one Key Account Manager.
2. When creating a new Sub-Distributors account the following information needs to be added:
a. Sub-Distributor Name
b. (Sub-Distributor Id) - this will be provided by the system
c. Sub-Distributor Status - default is new
d. Sub-Distributor Key Account Manager (selection from options - see item 5 and 6)
e. Sub-Distributor Blocked Providers
3. The admin can delete, create and edit Providers. Every Provider is assigned to one Key Account Manager.
4. When creating a new Provider account the following information needs to be added:
a. Provider Name
b. (Provider id) - this will be provided by the system
c. Provider Status
d. Provider Key Account Manager (selection from options - see item 5 and 6)
5. The admin can create/edit Key Account Managers.
6. The following information needs to be added:
a. Key Account Manager Name
b. Key Account Manager Tel
c. Key Account Manager Address
d. Key Account Manager Email
Please refer to this link for mockup sample.
6- Presentation Screen - Important - 1920x1080 (16:9 Ratio)
- In a RUX challenge, this screen is the way to showcase your concept so keep it simple and make it look good!
- If you were walking into a meeting and needed to sell your idea - use this screen to showcase your concept.
Branding & Font
- Work with provided branding found on this link:
https://drive.google.com/open?id=15T8tD6g_Y71YmxAJCq3nxUvqzkLHbHyH
- Think on target users.
- Avoid contrasts that are too hard and too light
Screen Sizes (Important)
- Desktop: 1280px width or 2560px if you work on a retina display
- Use grid systems for your layout.
Marvel Prototype
- We need you to upload your screens to Marvel App.
- Please request for your MarvelApp prototype in the respective thread in forum.
- You MUST include your Marvelapp URL (in your marvelapp prototype, click on share and then copy the link & share it with your notes/comment this link while you upload).
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 image files based on Challenge submission requirements stated above
- MarvelApp link for review and to provide feedback
Source Files
All source files of all graphics created in either Adobe Photoshop and saved as editable layer, or Sketch.
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors.
Stock Photography
Stock photography is allowed in this challenge. See this page for more details.
Let us know if you have any questions!
What is a RUX Challenge?
The RUX (Rapid User Experience) challenge uses the same format as our famous LUX Challenge except it is not "Live" at an event. The RUX Challenge Series provides you with an opportunity to show digital leaders from some of the largest companies in the world just how good your concept and user experience (UI/UX) design skills are.
RUX (Rapid User Experience) challenges are fast, fun, and have more chances for you to capture prize money!
Note: You do not need to have RUX challenge experience to join this challenge - Just jump in and give it a try! Make sure to follow the challenge details, the challenge forum and ask questions.
Background information
The following application is a an internal facing application of a “Credit Portal”, requested from investment solutions and products team. It is a B2B application for Sub-distributors and providers of funds that our company has a platform service agreement with. The total expected number of users is approximately 200, and is expected to increase in the future. Users will have access to the system via an authentication mechanism. Their registration will happen manually since this will be managed by the providers team. “Credit Portal” users will have access to the platform to administer the users’ creation and mapping to Sub-distributors and providers entities. A manual mechanism to upload the reports will also exist.
The purpose of the portal is to replace a manual process of sending various reports and invoices to providers via email by providing a UI where they can view and download these reports. In accordance with regulations, sub-distributors will be able to access the total fund universe “Credit Portal” has under agreement and view 3rd party providers' funds based on filter criteria. Also the application goal will be to streamline the client relationship management and the exchange of information and documentation between “Credit Portal” and providers and Sub-distributors.
Please note that “Credit Portal” is a code name to protect our Client identity.
You will be focused on desktop screens only, using grid systems for correct and clean layouts.
RUX Challenge Timeline and Rolling Checkpoint
- Submission Start: 27/04/2018 at 20:00 EDT
- Rolling Checkpoint Start: 29/04/2018 at 10:00 EDT
- Submission End: 30/04/2018 at 20:00 EDT
We are offering 5 Prizes Placements
1) 1st Placement: $2000
2) 2nd Placement: $1500
3) 3rd Placement: $1000
4) 4th Placement: $750
5) 5th Placement: $500
- Plus 8 placements for Rolling Checkpoint prizes @ $50 each!
Note: Important Rolling Checkpoint Details
- We will answer questions and provide Rolling Feedback as fast as possible.
- You must watch the Forum for your feedback!
*All initial qualifying checkpoint submissions will win $50 (Only first 8 potential submissions)
Things to think about:
- This design should be clean and professional. Think on a corporate end use.
- Do not design a logo for this application. You can use a dummy logo or a placeholder. The real logo will be replaced later.
- You can use icons from icon8 and Flaticon. Just remember to declare them on your notes/declaration file.
Required Screens
1- Sub-distributor sort credit notes
This will be the Sub-Distributor home page. On this page, the user can see his/her Credit Notes, Trailer Fee Reports, Funds and navigate to an external website about research and educational information.
One can sort Credit Notes by their month and/or year of creation. The user is able to download these documents by clicking on the respective links. Editing the year or month of a document is possible through the Edit button.
Requirements:
1. By default, a Sub-Distributor sees his most recent 3 credit notes which are generated monthly.
2. Whenever a document is edited and saved, a notification email is sent out to inform corresponding users about an update which has happened.
Please refer to this link for mockup sample.
2- Sub-distributor Compare funds - Key Screen
Sub-Distributors are able to compare funds with each other. The comparison includes static as well as dynamic (performance-related) data. The comparison can be exported and downloaded to a spreadsheet.
Please note that in the mock up, only 2 funds have been compared and few attributes shown as comparison result. However, in reality many funds (5-7) could be compared and comparison results involve not only sets of attributes but also graphs.
Requirements:
1. By default all the Sub-Distributors are able to see all the funds in the Portal. However, Sub-Distributors can decide to exclude the funds of one or multiple fund providers from any interaction (showing fund data, comparing fund data).
Please refer to this link for mockup sample.
A comparison sample has been provided in the following folder. Use it for content reference only, do not copy the layout directly:
https://drive.google.com/open?id=15T8tD6g_Y71YmxAJCq3nxUvqzkLHbHyH
3- Sub-distributor Funds Search
The purpose of this page is to show all funds based on specific Sub-Distributor logic.
Requirements:
1. The Sub-Distributor will only see funds that belong to the providers he has in his "Allowed Providers" list (see Page 35 for functionality on admin page)
2. Since the number of available funds is large, we only show a fraction of those where the user can request for more funds to be shown (e.g. show next 100 funds)
Please refer to this link for mockup sample.
4- Sub-distributor See static and dynamic funds data
On this page, Sub-Distributors are able to see static and dynamic funds data for funds.
Requirements:
1. The Sub-Distributor will only see funds that belong to the providers he has in his "Allowed Providers" list.
2. MiFID data has to be shown in addition to static and dynamic data.
Please refer to this link for mockup sample.
5- Admin View
The Admin user is the one who will be able to manage accounts.
Requirements:
1. The admin can delete, create and edit Sub-Distributors. Every Sub-Distributor has to be assigned to one Key Account Manager.
2. When creating a new Sub-Distributors account the following information needs to be added:
a. Sub-Distributor Name
b. (Sub-Distributor Id) - this will be provided by the system
c. Sub-Distributor Status - default is new
d. Sub-Distributor Key Account Manager (selection from options - see item 5 and 6)
e. Sub-Distributor Blocked Providers
3. The admin can delete, create and edit Providers. Every Provider is assigned to one Key Account Manager.
4. When creating a new Provider account the following information needs to be added:
a. Provider Name
b. (Provider id) - this will be provided by the system
c. Provider Status
d. Provider Key Account Manager (selection from options - see item 5 and 6)
5. The admin can create/edit Key Account Managers.
6. The following information needs to be added:
a. Key Account Manager Name
b. Key Account Manager Tel
c. Key Account Manager Address
d. Key Account Manager Email
Please refer to this link for mockup sample.
6- Presentation Screen - Important - 1920x1080 (16:9 Ratio)
- In a RUX challenge, this screen is the way to showcase your concept so keep it simple and make it look good!
- If you were walking into a meeting and needed to sell your idea - use this screen to showcase your concept.
Branding & Font
- Work with provided branding found on this link:
https://drive.google.com/open?id=15T8tD6g_Y71YmxAJCq3nxUvqzkLHbHyH
- Think on target users.
- Avoid contrasts that are too hard and too light
Screen Sizes (Important)
- Desktop: 1280px width or 2560px if you work on a retina display
- Use grid systems for your layout.
Marvel Prototype
- We need you to upload your screens to Marvel App.
- Please request for your MarvelApp prototype in the respective thread in forum.
- You MUST include your Marvelapp URL (in your marvelapp prototype, click on share and then copy the link & share it with your notes/comment this link while you upload).
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 image files based on Challenge submission requirements stated above
- MarvelApp link for review and to provide feedback
Source Files
All source files of all graphics created in either Adobe Photoshop and saved as editable layer, or Sketch.
Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors.
Stock Photography
Stock photography is allowed in this challenge. See this page for more details.
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.