User Workflow Visual Guide - Seamless Data Linking Journey
Explore a comprehensive visual journey of a user seamlessly navigating through a data linking process, from accessing records to confirming links and launching merge flows. Detailed step-by-step images provide insight into the user experience within the system.
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Presentation Transcript
Launch in Context Flow 6-17-19
2B. User has access, loading state shows while records are being fetched
3. Possible matches are found; user selects not to open any of the displayed options.
6C. User chooses to update a plan that has already been linked
7. User searches for matches (in TD data) for remaining person in plan
9. User opens plan and confirms link to launch existing merge flow
