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.

• User Workflow
• Data Linking
• Visual Guide
• Merge Flows
• Seamless Journey

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Uploaded on Sep 29, 2024 | 0 Views

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Presentation Transcript

1. Launch in Context Flow 6-17-19

2. User Flow

3. 2A. User does not have access to selected record

4. 2B. User has access, loading state shows while records are being fetched

5. 3. Possible matches are found; user selects not to open any of the displayed options.

6. 4. User searches for other matching plans within Voyant

7. 5. User selects a match from the list

8. 6A. User links source data to single-person plan

9. 6B. User links source data to one person in two-person plan

10. 6C. User chooses to update a plan that has already been linked

11. 7. User searches for matches (in TD data) for remaining person in plan

12. 8. User selects spouse from list of matches

13. 9. User opens plan and confirms link to launch existing merge flow

14. 10. Existing merge flow

15. 11. Existing merge flow

16. 12. Existing merge flow

17. 13. Existing merge flow