I. Profiles
Audience Profile
User Types
II. Window Mockups
Login
QuickBar
TreeView
Portfolios
PortfolioView
AccountView
An audience profile describes the characteristics and attributes of the
audience.
This helps us come up with user types, and general guidelines
such as:
reading level, interaction style, task hiercharchy and prioritization,
navigation styles, layout guidelines, font size.
After analysising the audience profile, sterotypes of typical users can be derived by examining cross sections of the profile. The audience profile is split into several categories that cover the majority of the audience.
Our users:
Description:
This is the screen the users first encounter when they start the program.
Actions:
Login
Username:
This drops down all the existance users. If an user attempts to type in the letter, then it will start to complete the typing by changing the current combobox selection.
Password:If this is checked, then when the user selects their username, the password is automatically typed in for them the next time they login.
Sign upThis button will begin the extensive setup process. This includes getting user information, and setting up the initial accounts and portfolios.
ExitCloses down. The user's data should have already been saved.
Description:
Because Squeak doesn't provide built-in support for window menus, instead
we will use a 'QuickBar' that has buttons categorizing different tasks.
Users should be able to navigate through all their tasks by starting off
at one of these buttons.
These buttons are prioritized in the frequency and importance of the tasks.
This saves the users data to an xml file, or a database.
PortfoliosThis transfers the user to the Portfolios Window. This window allows the user to view all portfolios.
TransfersThis takes the user to the Transfers Window. The transfers window allows the user to transfer to an amount between any two accounts.
TradingThis transfers the user to a Trading Window. This window allows the user to trade shares, mutual funds, and bonds.
BillsThis transfers the user to a Bills Window. This window allows the user to setup automatic transactions that are related to paying bills.
AdvancedThis transfers the user to Advanced Window. This window allows the user to do more advanced features such as querying accounts, and adding scheduled tasks.
PreferencesThis transfers the user to the Preferences Window. This allows the user to modify personal information as well as account setup.
Change UserThis allowed the user to quickly change the current user. The new user starts off in the same location that the old user was in.
Log outThis returns the user to the login screen. This asks the user to save, if they have not done so.
|
Description: The TreeView is a very important part of the user interface. This allows the user to quickly navigate between his portfolios and accounts. This displays the hierarchical relationships between the porfolios and accounts. The TreeView starts off unexpanded listing the topmost level of portfolios. Double Clicking on a "category" expands the contents of the category. A category is basically a portfolio, whether top level, or contained within another portfolio. In the example, Investment Portfolio and My Portfolio are top-level portfolios. Banking, and Investment are portfolios or categories of My Portfolio. Wachovia Savings, ETrade Checking, Wachovia Checking are accounts that belong to the Banking "category". Actions: Double Clicking Category This expands the sub-contents of the category. The PortfolioView of the selected double clicked category is displayed. Collapses the contents if already expanded. Single Clicking CategoryThis displays the PortfolioView of the selected category. Single Clicking AccountThis displays the AccountView of the selected Account. Double Clicking AccountThis displays the TransactionView of the select Account. |
