SBOF Mortgage Интерфейс регистрации ипотеки — Sber

Работа SBOF Mortgage Интерфейс регистрации ипотеки дизайнера Sber является высоко ценимым лауреатом престижной премии 2022 Железная премия A' Design Award в конкурсной категории Дизайн интерфейсов, взаимодействия и пользовательского опыта.

ЖелезнаяИнтерфейс· 2022

SBOF Mortgage Интерфейс регистрации ипотеки

Автор: Sber

Клиент: Sber

Лауреат премии Железная премия A' Design Award в категории Интерфейс

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Цвета

Дизайн

О дизайне SBOF Mortgage Интерфейс регистрации ипотеки

SBOF Mortgage — это веб-интерфейс для электронной регистрации ипотеки и снятия обременений с объектов недвижимости. Система позволяет сотрудникам банка и клиентам дистанционно подавать заявления на государственную регистрацию и отслеживать их статус. Каждый сотрудник получает электронную подпись и личный кабинет, а задачи распределяются автоматически по статусу и приоритету. Данные заявлений берутся из кредитных систем банка, поэтому формы заполняются автоматически, а повторная подача занимает всего несколько минут. Вёрстка адаптируется под экраны настольных компьютеров, планшетов и смартфонов.

Признание

О награде Железная премия A' Design Award

SBOF Mortgage Интерфейс регистрации ипотеки — лауреат Железной премии A' Design Award, престижного признания, присуждаемого хорошим проектам, которые отвечают профессиональным и промышленным требованиям, ожидаемым от хорошо продуманных творений. Обладатели Железной премии демонстрируют большое мастерство, высокую специализацию, экспертное понимание и творческие способности их авторов. Ожидается, что SBOF Mortgage Интерфейс регистрации ипотеки станет высокоценимым, вызывающим восхищение и дорогим сердцу творением, практичным и инновационным. Этот проект, получивший Железную премию A' Design Award, интегрирует лучшие отраслевые практики и обладает компетентными техническими характеристиками, сочетающимися с ноу-хау и талантом. Благодаря основательности SBOF Mortgage Интерфейс регистрации ипотеки заслуживает уважения и создан для того, чтобы улучшать качество жизни, помогая сделать мир лучше.

За кулисами дизайна

Пресс-кит

Авторы, участники команды и технические детали, предоставленные дизайнером.

Уникальные свойства: In case there are several employees in the department the system can also automatically assign them tasks. Tickets are assigned based on their status and priority. Each employee is issued an electronic signature and has an individual personal account. The notification system allows to track updates in the service and changes in the status of applications. Registration of repeated applications takes only several minutes, thanks to the user data storage and automatic filling of forms added to the system. Number of users working in the system: 263 in January 2021; 1 085 in January 2022.
Размеры и упаковка: Separate files are created for individual functions in Figma. Prototypes inside of the functions consist of logical modules that are associated with the main flow during the iterative development of the functionality. For each scenario, analysts describe a user path in Confluence. The project assumes adaptive design, the service is designed to use extensions for desktop, tablet and smartphone. The main Ant.Design design library has been adapted and refined taking into account the general style of the Bank, as well as based on the objectives of the team work.
Теги: Bank, Banking, Finance, B2B, Interface, UX/UI, Internet, App, Mobile, Web, Responsive, Automation
Технология производства: Task management: Confluence; Jira;
The design development was carried out in two stages. First we worked with a stack for design, prototyping and transfer to development: Sketch, Principle, Zeplin. Then, all work on layouts was transferred to Figma.
Ant.Design and elements of the Triplex internal banking system were used as component libraries.
The interface was changing by stages, and the effectiveness of the changes was monitored quantitatively and qualitatively through internal statistics, metrics, surveys, feedback collection within the service, and analytics of support requests.
Дизайнерская задача: From the design point of view, it was difficult to transfer the process from paper to web interface format, because prior to that, managers worked with paper documents, and no one could suggest the necessary interface solutions. It was necessary to completely analyze the experience of paper processing and build an online application system based on it, while meeting the requirements for stylistic uniformity with other systems of the Bank, as well as focus on automatic distribution of tasks between employees, while minimizing the path between entering the service and taking on a new task.
From the development point of view, the main challenge was the integration with related systems for data exchange, especially in the context of changing legislation in the banking sector.
Исследование: Stakeholder interviews: it was necessary to understand the business objectives, the target audience of the product, etc. Focus group: first, it was necessary to understand the main issues arising while interacting with the state registrar. It was also necessary to identify the issues that the target audience faced when uploading documents using the site. Other research: interviews with the target audience, testing, customer journey mapping, data search in different sources, data from analytics, etc.
Вдохновение: The team wanted to fix issues identified in the course of research and data collection, in particular, during interviews with bank employees. A joint team was formed with back-end and front-end developers and various departments of the bank to achieve optimal results. The interface of SBBOL and the internal systems of the Bank were taken as an example of the user interface design.
Продолжительность проекта: The project started in December 2019 in Moscow. In April 2020, real estate registration was launched only for individuals, in October 2020 its scope was extended to include legal entities.
The project is currently at the stage of implementation and optimization.
Рабочий процесс: The main page displays all applications for registration according to their different states. Once the user is logged into the account, he/she can view tasks by priority and use the most common filters. The user can view the applications of the entire department or only his/her own, each application has a different status: refused, in progress, sent.
The interface is adapted for mobile devices.
The data in the application is received automatically from the bank’s lending systems, which saves users from tedious filling out of forms.
Патенты: SBER
Участники команды: Alla Viktorovna Zotova
Kuzmenko Andrey Sergeyevich
Salakheev Danis Fanisovich
Grigory Vitalyevich Sorokolat
Tagiyev Sergey Agakerimovich
Cherenkov Sergey Vladimirovich
Anastasiya Andreevna Shalievskaya
Emke Vera Igorevna