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Browse Prior Art Database

PFM Lite Phase 2: Finance Manager CR#62315 HLD Wireframes and Flowcharts

IP.com Disclosure Number: IPCOM000247452D
Original Publication Date: 2016-Sep-08
Included in the Prior Art Database: 2016-Sep-08

Publishing Venue

Undisclosed

Abstract

Conceptual flowcharts and wireframes

This text was extracted from a PDF file.
This is the abbreviated version, containing approximately 8% of the total text.

Page 01 of 57

Screen Number: Cover

Online Banking - Model & CA

PFM Lite Phase 2: Finance Manager CR# 62315

HLD Wireframes and Flowcharts version 3.6

Affected screens:
AC01 - Account Overview AC02 - Account Details
AC?? - TBD:Personal Outlook AC?? - TBD:Reports
AC?? - TBD:Settings

Release Date: February 2006

Newest Update: 10:42 PM, Tuesday, July 11, 2006
PFML_P2_HLD_Wireframes_v_3_6.vsd
HLD Discovery URL: http://discoveryll.il.nbgfn.com/Discovery/livelink?func=ll&objId=45971399&objAction=browse&sort=name



Page 02 of 57

Screen Number: Contents

Table of Contents

Cover

1

AC?? Standard Report Ex 2

37

Contents

2

AC?? Payee Report Arch

38

Change Log (1:1)

3

AC?? Payee Report Ex 1

39

Overview

4

AC?? Payee Report Ex 2

40

General Flow

5

AC?? Edit Multiple Arch

41

AC01 Account Overview Arch

6

AC?? Edit Multiple Ex 1

42

AC01 Acct Oview 1

7

AC?? Edit Multiple Ex 2

43

AC02 Account Details Arch

8

AC?? Edit Mulitple Ex 3

44

AC02 Acct Details Ex 1

9

AC?? Create Rule Ex 1

45

AC02 Acct Details Ex 2

10

Common: KP1 1

46

AC02 Acct Details Ex 3

11

Common: KPI 2

47

AC02 Acct Details A1

12

Common: KP1 3

48

AC02 Acct Details B1

13

Common: KPI 4

49

AC02 Acct Details B2

14

Common: KPI 5

50

AC02 Acct Details B3

15

Common: KPI 6

51

AC?? Personal Outlook Arch

16

Common: Charts 1

52

AC?? Pers Outk Ex 1

17

Common: Charts 2

53

AC?? Pers Outlk Tips

18

Common: Charts 3

54

AC?? Pers Outlk I want to ...

19

Common: Charts 4

55

AC?? Pers Outlk Recent Activity

20

AC?? Pers Outlk Chart Selector

21

AC?? Reports Arch

22

AC?? Reports Ex 1

23

AC?? Reports Tips

24

AC?? Reports Recent Activity

25

AC?? Analysis

26

AC?? Reports

27

AC?? Reports Quick Help

28

AC?? Settings Arch

29

AC?? Settings Ex 1

30

AC?? Settings Quick Help

31

AC?? Settings Accts

32

AC?? Settings Income Cat

33

AC?? Settings Expense Cat

34

AC?? Standard Report Arch

35

AC?? Standard Report Ex 1

36



Page 03 of 57

Screen Number: Change Log (1:1)

Revision History

Version #

Date

By

Description

Pages


3.0


02.03/2006


Initial HLD revision

All


3.1


03.22.2006


Filling out significant details

All


3.2


04.10.2006


Further elaboration on interaction and screen specifics

All


3.3


05.31.2006


Major update

All


3.4


06.02.2006


Updated data rows for transactions

All


added Credit card activity screens


Added collapsibility of all left hand modules


3.5


06.26.2006


Rework of payee report

All


Rework of top spending chart


Clarification around a significant number of interactions


Updated Rules simplifiers


Many other changes


3.6


07.11.2006


Updated functionality to include refined navigation

All


Included comments from reviews with OSP










Page 04 of 57

Screen Number: Overview

Overview

This document is not a design document. For specifications such as color, spacing, and fonts refer to links below.

Visual Design Specifications

ADA Sandards

NOTE:The visual design specifications mustbe used for the : look and feel of all components
the exact pixel placement of UI elements
font size and style...