Fast! Consus Bank Internal Tool Redesign Challenge

Key Information

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Challenge Summary

Welcome to “Fast! Consus Bank Internal Tool Redesign challenge”! In this challenge, we are looking for your help to redesign an internal application used by a financial services company. This is an internal tool used by financial advisors to know about their clients, onboard them and analyses/manage risks.

Read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. Let us know if you have any questions in the challenge forum!

Note: This is a fast challenge and requires only three screens to design. Have fun in this one!


Final Submission
Submit your Final design plus rolling checkpoint updates
01) Portfolio
02) Overview
03) Portfolio - Accounts
- As part of your Final submission, you must replace your checkpoint submission with the final submission into MarvelApp so we can provide direct feedback on your designs. Please include the MarvelApp URL in your notes.txt
- Make sure all pages have the correct flow. Use the proper file numbers, (1, 2, 3, etc.)

Important Rolling Checkpoint Details

  • Submit by Sunday, 9 June 2019 05:00 EDT (Topcoder time) for rolling checkpoint feedback.
  • 5 placements for Rolling Checkpoint prize at $50 each!
  • Customer and copilot will be available to give Rolling checkpoint feedback.
  • We will answer questions and provide Rolling checkpoint Feedback as fast as possible
  • You must watch the Forum for your feedback!


Challenge Objectives

  • Redesign 3 Screens
  • Web/Desktop


Project Background

  • You will be redesigning screens of an internal application used by a financial services company. This tool facilitates financial advisors to know about their clients, onboard them or analyses/manage risks.
  • The scope of the challenge is limited to redesign the already existing three screens for this tool. See Reference Screen.
  • We are focussing on only the redesigning of the existing application. Concentrate on the visual design aspect of this challenge. This is going to be a production-ready application.
  • Feel free to change the layout and improve user experience without changing existing functionality/flow.


Screen Requirements
Please make sure to create the following screens. 

01) Portfolio
See 01_Portfolio in Reference Screen

  • This screen shows the primary page for the financial advisors - it lists all the clients on his/her portfolio.


02) Overview
See 02_Overview in Reference Screens

  • This screen shows the central view to access and review client documents.
  • Think of how you can show/preview the documents.


03) Portfolio – Accounts
See 03_Portfolio – Accounts in Reference Screen

  • This screen shows the financials related to card services for the portfolio.


Note: Each screen is independent and there is no flow between the above three screens. 

Target Audience

  • Financial Advisors
  • Internal Company employees


Form Factor:
Web/Desktop: Minimum 1366px width and height adjusted accordingly.

Branding Guidelines

  • We are providing the basic primary color palette and font preferences in Branding reference.
  • You can use any secondary color matching the primary one.
  • Use this reference to create more elements as you find it suitable.
  • You can use a placeholder in place of the logo.


Judging Criteria

Your submission will be judged on the following criteria:
  • How well does your design align with the objectives of the challenge?
  • Completeness of screens
  • Cleanliness of screen designs


Final Deliverables

  • Declaration file about stock icons, and font link source used in your design.
  • All original design files in JPG/PNG for client review
  • All original design files in Sketch, XD, or Adobe Photoshop and saved as a layered editable file.
  • Marvel Prototype
    • We need you to upload your screens to Marvel App
    • Please send your marvel app request in the challenge forum
    • You MUST include your Marvel app sharing URL link as a text file in your submission (in your marvel app prototype, click on share and then copy the link)


Final Fixes
As part of the final fixes phase, you may be asked to modify your graphics (sizes or colors) or modify overall colors.

 

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.

How To Submit

  • New to Studio? ‌Learn how to compete here
  • Upload your submission in three parts (Learn more here). Your design should be finalized and should contain only a single design concept (do not include multiple designs in a single submission).
  • If your submission wins, your source files must be correct and “Final Fixes” (if applicable) must be completed before payment can be released.
  • You may submit as many times as you'd like during the submission phase, but only the number of files listed above in the Submission Limit that you rank the highest will be considered. You can change the order of your submissions at any time during the submission phase. If you make revisions to your design, please delete submissions you are replacing.

Winner Selection

Submissions are viewable to the client as they are entered into the challenge. Winners are selected by the client and are chosen solely at the client's discretion.

ELIGIBLE EVENTS:

Topcoder Open 2019

CHALLENGE LINKS:

Screening Scorecard

SUBMISSION FORMAT:

Your Design Files:

  1. Look for instructions in this challenge regarding what files to provide.
  2. Place your submission files into a "Submission.zip" file.
  3. Place all of your source files into a "Source.zip" file.
  4. Declare your fonts, stock photos, and icons in a "Declaration.txt" file.
  5. Create a JPG preview file.
  6. Place the 4 files you just created into a single zip file. This will be what you upload.

Trouble formatting your submission or want to learn more? ‌Read the FAQ.

Fonts, Stock Photos, and Icons:

All fonts, stock photos, and icons within your design must be declared when you submit. DO NOT include any 3rd party files in your submission or source files. Read about the policy.

Screening:

All submissions are screened for eligibility before the challenge holder picks winners. Don't let your hard work go to waste. Learn more about how to  pass screening.

CHALLENGE LINKS:

Questions? ‌Ask in the Challenge Discussion Forums.

SOURCE FILES:

  • Layered PSD files created in Adobe Photoshop or similar
  • AI files created in Adobe Illustrator or similar
  • Sketch
  • Adobe XD

You must include all source files with your submission.

SUBMISSION LIMIT:

5 submissions

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