BI Reporting Tool - Functional Wireframes Work Sample

1. 1
<CLIENT>
Reporting Tool Wireframe Sample Documentation

2. Confidential
DATA FILTERS :: OVERVIEW
The tool will provide data filters to enable
users to restrict data by selecting specific
organization, global, and LOB-specific
criteria. The available filters options that
can be applied will be based on the current
hierarchy state.
Global Filter Control
One global filter control will be present on
all pages of the tool.
Three Filter Groups
• Hierarchy Filters
• Cross-Line Filters
• LOB Filters
ORGANIZATION FILTERS
• Filter Group Globally available
• Ability to select these filters will be based on the CURRENT STATE OF THE HIERARCHY.
• Non-Persistent (once hierarchy state changes, these filter selections are cleared)
• Include: OFFICE, UM, and CH Groups
CROSS-LINE FILTERS
• Globally available
• Persistent (Once applied, filters remain applied until changed by user)
• Include: CATASTROPHE, PAYMENT STATUS, MARKETS, AGENTS, ALERTS
LOB FILTERS
• Specific filters for each distinct LOB (AUTO, PROPERTY, GENERAL LIABILITY)
• Available when a specific LOB is part of hierarchy state
• Semi-Persistent (Once applied, filters remain applied until changed by user OR if hierarchy state no
longer includes that LOB)
• See rules per LOB on later slides
General Business Rules
• Filters are hierarchy driven
• Filters will NOT be data driven, that
is, filter options will present
regardless if data results are or are
not available for that option.
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3. Confidential
DATA FILTER INTERFACE
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4. Confidential
DATA FILTERS :: VIEW STATES
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Status View - Minimized bar showing available filters and status of what’s been selected Select View - Interface to select or managed selected filters.
Filters | View Applied Filters Select Filters Cross-Line: Edit ▼
Content Header
Page Content
Page Footer
Filters | No Filters Applied Hierarchy: Cross-Line: Auto:
[Category]
[Category]
[Category]
Content Header
Page Content
Agent List Selected Agents
Apply
Edit ▼ Edit ▼
cancel
[Filter Class]
Agent 1
Agent 2
Agent 3
Agent 4
Agent 5
Agent 6
Agent 1
Agent 43
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
---
---
Clear All
->
<-
Edit ▼
<Client> <Client>

5. Confidential
DATA FILTERS :: FILTERS MANAGEMENT INTERFACE
5
Filters | View Applied Filters Select Filters | Hierarchy: Cross-Line: LOB:
[Category]
[Category]
[Category]
Apply
Edit ▼ Edit ▼
cancel
[Filter Class]
Filter List Selected Filter
Filter 1
Filter 2
Filter 3
Filter 4
Filter 5
Filter 6
Filter 7
Filter 8
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
---
---
Clear All
->
<-
Select View Interface
1 – ACCESSING FILTERS
• Clicking “Edit” reveals the Select View window for
the filter class.
• View will present categories of filters available
based on Filter Class (Hierarchy, Cross-Line or
LOB)
• [Filter Class Label]: Current Filter Class will be
displayed
• A tab will be presented for each category of filter
(order will be as listed in filter business rules)
• Clicking on category tab presents filter options
available. (Active Tab presented in white)
Edit ▼

6. Confidential
DATA FILTERS :: ACCESSING FILTER CATEGORIES / OPTIONS
6
Filters | View Applied Filters Select Filters | Hierarchy: Cross-Line: LOB:
[Category]
[Category]
[Category]
Apply
Edit ▼ Edit ▼
cancel
[Filter Class]
Filter List Selected Filter
Filter 1
Filter 2
Filter 3
Filter 4
Filter 5
Filter 6
Filter 7
Filter 8
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
---
---
Clear All
->
<-
Select View Interface
1 – ACCESSING FILTERS
• Clicking “Edit” reveals the Select View window for
the filter class.
• View will present categories of filters available
based on Filter Class (Hierarchy, Cross-Line or
LOB)
• [Filter Class Label]: Current Filter Class will be
displayed
• A tab will be presented for each category of filter
(order will be as listed in filter business rules)
• Clicking on category tab presents filter options
available. (Active Tab presented in white)
Edit ▼

7. Confidential
DATA FILTERS :: CATEGORY TABS
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CATEGORY TABS
Filters | View Applied Filters Select Filters | Hierarchy: Cross-Line: LOB:
[Category]
[Category]
[Category]
Edit ▼
Apply
Edit ▼ Edit ▼
cancel
[Filter Class]
Filter List Selected Filter
Filter 1
Filter 2
Filter 3
Filter 4
Filter 5
Filter 6
Filter 7
Filter 8
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
---
---
Clear All
->
<-
2
3
5
3
2 - FILTER TABS
• Filter Categories, displayed on tabs, can have 1 of
3 states: Active, Available, and Disabled.
• ACTIVE: Tab displayed in CHARCOAL. This is the
active filter option being displayed in the select
interface. User will see available filter options to
select or modify.
• AVAILABLE: Tab will display in Gray. This tab can
be clicked and filters can be selected or the
existing selections can be modified.
• DISABLED: Tab will display in white with light gray
text color. If a filter is unavailable for modification,
the filter is disabled. The user can not change the
selection, but they can click the tab to see what the
current selection setting is.
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4

8. Confidential
DATA FILTERS :: FILTER SELECTION BOXES
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FILTER SELECTION BOXES
Filters | View Applied Filters Select Filters | Hierarchy: Cross-Line: LOB:
[Category]
[Category]
[Category]
Edit ▼
Apply
Edit ▼ Edit ▼
cancel
[Filter Class]
Filter List Selected Filter
Filter 1
Filter 2
Filter 3
Filter 4
Filter 5
Filter 6
Filter 7
Filter 8
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
---
---
Clear All
->
<-
2
Filter List Boxes
• Two boxes – Filter List and Selected Items
List.
• Filter List Box: A list of filter values is
presented in the left window that can be
selected.
• Select Items Box: Any items selected
from the Filter list box will be presented
here in alphabetical order.
• Once selected, that filter item will no
longer show up in the filter list box.
• Lists will present options in alphabetical
order unless specified.
• List Box will be scrollable if needed to
access all items.
3
5
3
6
4

9. Confidential
DATA FILTERS :: SELECTING FILTERS
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SELECTING FILTERS
Filters | View Applied Filters Select Filters | Hierarchy: Cross-Line: LOB:
[Category]
[Category]
[Category]
Edit ▼
Apply
Edit ▼ Edit ▼
cancel
[Filter Class]
Filter List Selected Filter
Filter 1
Filter 2
Filter 3
Filter 4
Filter 5
Filter 6
Filter 7
Filter 8
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
---
---
Clear All
->
<-
2
3
5
3
6
4
4- ADDING / REMOVING FILTERS
• Adding Filters: A user can select 1,
multiple (ctrl key), or all filter values.
The user clicks the ( -> ) button to add
those filters to the selected window.
• Once a filter has been selected, it will
show up in the selected box and NOT
in the available filters box (Left)
• Removing Filters: A user can select
1, multiple, or all filters in the right
“Selected” window and click the ( <- )
button.
5 – APPLYING / CANCELLING
FILTERS
• Once selections have been made, the
user must apply those changes by
clicking apply.
• A user can click Cancel and any
selections that have been made will
be discarded.
• Once “Apply” or “Cancel” is selected
the page reverts back to the “Status
View”

10. Confidential
DATA FILTERS :: AUTO-COMPLETE INTERFACE
Filters | View Applied Filters Select Filters | Hierarchy: Cross-Line: LOB:
[Category]
[Category]
[Category]
Edit ▼
Apply
Edit ▼ Edit ▼
cancel
[Filter Class]
Filter List Selected Filter
Filter 1
Filter 2
Filter 3
Filter 4
Filter 5
Filter 6
Filter 7
Filter 8
--
-
---
Clear All
For specific filter types: Agents, Unit
Managers, and Claim Handlers, users will
enter entity they are looking for.
• Once a user has entered 3 or more
characters, the tool will start returning entities
that start with those letters
• As users enter more string search characters,
the filter options presented will be reduced.
->
<-
Select View Interface
2 2
Filt
1
1 - AUTO-COMPLETE INTERFACE
• User will enter search string in top form box.
• Once user has entered 3 characters, the tool
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will start listing matching filter options (in
alphabetical order) in the filter list box below.
• The number of filter options will only start
populating if the number of available options
is 100 or less.
2 - Filter List Boxes (Auto-Complete view)
• The form will display the following text if over 100
options are present:
• “Too many filters available to display. Please
refine your search”
• If no options are available: “filter results form will
display: “No results found”

11. Confidential
Filters | View Applied Filters Select Filters | Hierarchy: Cross-Line: LOB:
[Category]
DATA FILTERS :: DISABLED OPTIONS
11
[Category]
[Category]
[Category]
Apply
Edit ▼ Edit ▼
cancel
[Filter Class]
Disabled (Set by Hierarchy)
Filter tabs may be disabled depending on the
current hierarchy state.
The user will not be able to change the filter
select, but they may view directly what that
selection is.
2
DISABLED FILTER CATEGORIES
3
Edit ▼
Disabled (Set by Current Hierarchy View)
Current Setting: [Value]
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12. Confidential
DATA FILTERS :: STATUS VIEW
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Status View 1
Filters | View Applied Filters Select Filters | Hierarchy: Cross-Line: Edit ▼ LOB:
View Applied Filters
• Display Cross-Line Filters First, then
LOB Filters
• List selected options in alphabetical
order
• Order with cross line or LOB same as
category order on tabs.
1 • Present on page below header, above
content header.
• No Filter Select options are presented.
• View Applied Filters: If filters applied,
this link is show and when clicked,
presents a window listing all filters
selected.
• No Filters Applied: If no filters applied,
the link is replaced and shows this
message.
2
Status View – Minimized bar showing
available filters and status of what’s
been selected
Edit ▼ Edit ▼
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DATA FILTER DEFINITIONS
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DATA FILTERS :: VIEWING APPLIED FILTERS
User clicks View Applied Filters
link and a layered window
appears listing each selected filter
option.
Presentation Order will be as
follows:
• Hierarchy Filters
• Cross-Line Filters
• LOB Filters
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Applied Filters
Category Filter
LOB Auto
Office Albany, NY
Dallas, TX
Hierarchy Filters
Cross-Line Filters
Category Filter
Catastrophe Non-Catastrophe
LOB Filters

15. Confidential
DATA FILTERS :: ORGANIZATION FILTER OPTIONS
ORGANIZATION FILTER CATEGORIES ORGANIZATION FILTER OPTIONS
Three categories
• OFFICE
• UNIT MANAGER
• CLAIM HANDLER
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Categories Option Source Data Values Definition/Notes
Office Albany, NY Data feed Office=Albany
This is the same as Office in the
hierarchy
Dallas, TX
Etc.
Unit Manager John Doe Data feed Unit Manager=John Doe
Same as Unit Managers in
Hierarchy
Jane Doe Unit Manager=Jane Doe
etc.
Claim Handler John Doe Data feed ClaimHandler=John Doe
Same as Claim Handlers in the
Hierarchy
Jane Doe ClaimHandler=Jane Doe
Etc.
2 – ORGANIZATION CATEGORY TABS
• Tabs will appear in order (Top to Bottom):
OFFICE, UNIT MANAGER, CLAIM
HANDLER
• Tab availability will be based on state of
hierarchy.
• When user drills UP the hierarchy, Tab
options will be become active again (if
hierarchy restrictions are gone)

16. Confidential
DATA FILTERS :: ORGANIZATION FILTER RULES
Organization filters are globally
available criteria that allows
user to restrict results based on
selected organizational or
business criteria.
Business Rules
• Filter Group Globally available
• Ability to select these filters will be
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based on the CURRENT STATE
OF THE HIERARCHY.
• Non-Persistent (once hierarchy
state changes, these filter
selections are cleared)
• Include: LOB, PRODUCT,
OFFICE, UM, and CH Groups
Choosing and Applying Hierarchy Filters
Filter Rule Example Results
Office if no OFFICE in hierarchy path, user can
select as many office criteria as desired.
CW :: Auto Office tab active, user can
select as many offices as
desired
If OFFICE in hierarchy, Office not available
(=Office in hierarchy)
Anytown, USA or CW ::
Anytown, USA, or CW :: Auto
:: Anytown, USA
Office tab inactive, Office filter
= “Anytown, USA”
Unit Manager If no Unit Manager in hierarchy state, user
can select any available (1 or multiple).
CW or Anytown, USA or CW
:: Auto :: 1st Party Injury ::
Dallas Tx
Unit Manager tab active, user
can select as many UMs as
desired
If UM selected, this tab is not available
(UM=hierarchy UM)
UM or CW :: Anytown, USA ::
UM or Anytown, USA :: UM
UM tab inactive, UM filter =
“UM”
Claim
Handler
If no CLAIM HANDLER in hierarchy state,
user can select any available (1 or multiple).
CW or CW :: Auto or CW ::
Anytown, USA :: Property ::
1st party total loss :: UM
Claim Handler tab active,
user can select as many CH
as desired
If CH selected, this tab is not available
(CH=hierarchy CH)
Anytown, USA :: UM :: CH or
CW :: AUTO :: Product ::
Anytown, USA :: UM :: CH
CH tab inactive, CH filter =
“CH”

17. Confidential
DATA FILTERS :: CROSS-LINE FILTER RULES
Cross-Line Filters are global filters
that are available regardless of
hierarchy state.
PRESENTATION RULES
FILTER CLASS LABEL: “Cross-Line Filters”
TABS: Filters will appear in the following order
(top to bottom):
• Catastrophe
• Payment Status
• Market
• Agent
• Alerts
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Cross-Line Filter Definitions
ORGANIZATION FILTER CATEGORIES
• Filter Options are based on the claims within
the selected hierarchy.
• Any filter options not related to claims in
current state are not displayed.
• Category Tabs not related to claims in current
state are not displayed.
FILTER SCOPE RULES
• Once a filter is applied, it remains set until
either the user removes it.
Categories Options Source Data Values Definition / Notes
Catastrophe Catastrophe Data Feed catastrophe=TRUE
Non-Catastrophe catastrophe=FALSE
Payment Status Closed With Payment Data Feed ClaimLOB=A and closeWoPay=N
Closed without Payment ClaimLOB=A and closeWoPay=Y
Market Affinity Data Feed marketName=Affinity
We are waiting on <CLIENT> to send a
comprehensive list of Market names.
Estimated 185+ options will exist
Direct Business Select marketName=Direct Business Select
National marketName=National
Etc. Etc.
Agent Agent Data Feed
Estimated 94,000 agents – filter will not
repopulate in selection view
John Doe agent/ProducerName=John Doe
Jane Doe agent/ProducerName=Jane Doe
Etc.

18. Confidential
DATA FILTERS :: AUTO (LOB) FILTER RULES
Auto (A) filters are LOB specific
filters and will only be available
when the Auto LOB is part of the
current hierarchy state.
PRESENTATION RULES
FILTER CLASS LABEL: “AUTO FILTERS”
TABS: Filters will appear in the following order
(top to bottom):
• Complexity Code
• Coverage Type
• 1st vs 3rd Party
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Auto Filter Definitions
ORGANIZATION FILTER CATEGORIES
Filter Options are based on the claims within the
selected hierarchy.
Any filter options not related to claims in current
state are not displayed.
Category Tabs not related to claims in current
state are not displayed.
FILTER SCOPE RULES
One user hierarchy state no longer contains P
LOB – LOB filters are automatically dropped!
Category Options Source Data Values Definition / Notes
Complexity
Code Complexity Level 0 Data Feed ClaimLOB=A and complexityInd=0
We are waiting on <CLIENT> to
confirm if this will be 0 to 6 or 1 to 5
Complexity Level 1 ClaimLOB=A and complexityInd=1
Complexity Level 2 ClaimLOB=A and complexityInd=2
Complexity Level 3 ClaimLOB=A and complexityInd=3
Complexity Level 4 ClaimLOB=A and complexityInd=4
Complexity Level 5 ClaimLOB=A and complexityInd=5
Complexity Level 6 ClaimLOB=A and complexityInd=6
Coverage Type Comprehensive
ClaimLOB=A and
coverageTypeInd=COMP
Collision ClaimLOB=A and coverageTypeInd=COLL
1st versus 3rd
Party 1st Party Data Feed ClaimLOB=A and firstThirdPartyCd=1
3rd Party ClaimLOB=A and firstThirdPartyCd=3

19. Confidential
DATA FILTERS :: PROPERTY (LOB) FILTER RULES
Property (P) filters are LOB specific
filters and will only be available
when the P LOB is part of the
current hierarchy state.
PRESENTATION RULES
Filters will appear in the following order
(top to bottom):
Cause of Loss
Major Case
Condo vs. Renter
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Category Options Source Data Values Definition / Notes
Cause of Loss Cause of loss 1 Data feed ClaimLOB=P and causeOfLossName
Cause of loss 2 ClaimLOB=P and causeOfLossName
Cause of loss 3 ClaimLOB=P and causeOfLossName
Etc. ClaimLOB=P and causeOfLossName
Etc. ClaimLOB=P and causeOfLossName
Major Case Major Case Data
Feed/AFO
mapping
ClaimLOB=P and AFO=609 A new data point is needed in
the sample file to trigger this
classification.
Condo versus
Renter
Condo Data Feed ClaimLOB=P and condosRentorsInd=C
Renter ClaimLOB=P and condosRentorsInd=R
Other ClaimLOB=P and condosRentorsInd=blank
space
Property Filter Definitions
ORGANIZATION FILTER CATEGORIES
Filter Options are based on the claims
within the selected hierarchy.
Any filter options not related to claims in
current state are not displayed.
Category Tabs not related to claims in
current state are not displayed.
FILTER SCOPE RULES
One user hierarchy state no longer
contains P LOB – LOB filters are
automatically dropped!

20. Confidential
DATA FILTERS :: GENERAL LIABILITY FILTER RULES
General Liability (GL) filters are
LOB specific filters and will only be
available when the GL LOB is part
of the current hierarchy state.
PRESENTATION RULES
FILTER CLASS LABEL: “GENERAL LIABILTY
FILTERS”
TABS: Filters will appear in the following order
(top to bottom):
• Complexity Code
• Coverage Type
• 1st vs 3rd Party
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General Liability Filter Definitions
Category Options Source Data Values Definition / Notes
GI Sub-files Bodily Injury Data Feed ClaimLOB=L and PersonalBodilyInjury=TRUE
Auto Physical Damage ClaimLOB=L and AutoPhysPropDmg=A
Other Property Damage ClaimLOB=L and AutoPhysPropDmg=P
Cause of Loss Cause of loss 1 Data feed ClaimLOB=L and causeOfLossName
Cause of loss 2 ClaimLOB=L and causeOfLossName
Cause of loss 3 ClaimLOB=L and causeOfLossName
Etc. ClaimLOB=L and causeOfLossName
Etc. ClaimLOB=L and causeOfLossName
Severity Codes Frequency Claims Data feed ClaimLOB=L and (complexityInd=1 or 2)
Severity Claims ClaimLOB=L and (complexityInd=3 or 4)
Other ClaimLOB=L and (complexityInd=5 or 6)
Defense Counsel
Assignment
Staff counsel Data feed ClaimLOB=L and DefenseCounsel=S
Panel counsel ClaimLOB=L and DefenseCounsel=P
Non Panel counsel ClaimLOB=L and DefenseCounsel=N
ORGANIZATION FILTER CATEGORIES
Filter Options are based on the claims within the
selected hierarchy.
Any filter options not related to claims in current
state are not displayed.
Category Tabs not related to claims in current
state are not displayed.
FILTER SCOPE RULES
One user hierarchy state no longer contains GL
LOB – LOB filters are automatically dropped!

21. Confidential
REVISED COMMENTS / CLAIM
SUMMARY PAGES
21

22. VIEW COMMENTS link is highlighted
Confidential
VIEW COMMENTS PAGE
This page will display the comments
based on the current hierarchy /
selected time filters.
Follow elements displayed:
• Page Header
• Content Header
• Open-End Question Selector
• Open-End Data Table
• Page Footer
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Update Summary
• Narrow Results Filter Control will be
REMOVED
• Data Table will now span width of
page.
<Time Period> |
Welcome <Username> | Logout
Dashboard Summary Survey Question Summary View Comments Claim Detail Summary
View Claimant Survey Form
Time Filter Selectors
Global Drill Control | Current Path <Path> :: <Path> :: <Path>
VIEW COMMENTS (Responses: <XX>)
Filters | View Applied Filters Select Filters | Hierarchy Cross-Edit ▼ Line: Edit ▼
Page Content
Open-End Question Selector
© 2010
1
2
1 - PAGE NAVIGATION
2 - PAGE NAME DISPLAY
Content Header is NOT displayed. But
the page name is display in the same
space
PAGE DEFAULTS
Clicking Navigation Link: Page will show
“ALL” claims based on page state
(hierarchy, time period, filters).
Click Distribution Graph: Page will show
“clicked distribution” claims based on
page state.
OPEN-END QUESTION ▼
<Client>

23. CLAIMS SUMMARY link is highlighted
Confidential
CLAIM SUMMARY PAGE - UPDATES
This page will display all claims based
on the current hierarchy / selected
time period / selected filter(s).
Displayed Page Elements
• Page Header
• Content Header
• Core Metric Filters
• Claim Summary Data Table
• Page Footer
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Update Summary
• Narrow Results Filter Control will be
REMOVED
• Data Table will now span width of
Welcome <Username> | Logout
Dashboard Summary Survey Question Summary View Comments Claim Detail Summary
View Claimant Survey Form
<Time Period> | Time Filter Selectors
page.
Global Drill Control | Current Path <Path> :: <Path> :: <Path>
CLAIM DETAIL SUMMARY (Responses: <XX>)
Filters | View Applied Filters Select Filters | Hierarchy E d i t ▼ Cross-Line: Edit ▼
Page Content
CORE METRIC SELECTOR
© 2010
1
2
1 - PAGE NAVIGATION
2 - PAGE NAME DISPLAY
Content Header is NOT displayed. But
the page name is display in the same
space
PAGE DEFAULTS
Clicking Navigation Link: Page will show
“ALL” claims based on page state
(hierarchy, time period, filters).
Click Distribution Graph: Page will show
“clicked distribution” claims based on
page state.
CORE METRIC ATTRIBUTE ▼ DISTRIBUTION ▼
<Client>

24. CORE METRIC ATTRIBUTE FILTER
- Select List to filter results by a Core
- List contains value response groups
Confidential
CLAIM SUMMARY :: DATA TABLE SPECIFICATION
24
SURVEY
DATE
CLAIM
CLOSE DATE
Claim Details
Agent
Details
Claim Handler
Likely To
Recommend
(Net Promoter)
Claim ID Alert
1/20/2009
9:45 AM
1/20/2009
9:45 AM
Auto
1st Party Injury Claim
Portland, OR
Carl Spackler
H5792
Jonathan Doe Detractor (6) 10005
1/19/2009
2:30 PM
1/19/2009
2:30 PM
Auto
1st Party Injury Claim
Portland, OR
Carl Spackler
H5792
Jonathan Doe Detractor (6) 10005
1/15/2010
5:30 PM
1/15/2010
5:30 PM
Auto
1st Party Injury Claim
Portland, OR
Carl Spackler
H5792
Jonathan Doe Detractor (6) 10005
1/12/2010
12:00pm
1/12/2010
12:00pm
Auto
1st Party Injury Claim
Portland, OR
Carl Spackler
H5792
Jonathan Doe Detractor (6) 42881
1/10/2010
12:00pm
1/10/2010
12:00pm
Auto
1st Party Injury Claim
Portland, OR
Carl Spackler
H5792
Jonathan Doe Detractor (6) 33452
1/10/2010
12:00pm
1/10/2010
12:00pm
Auto
1st Party Injury Claim
Portland, OR
Carl Spackler
H5792
Jonathan Doe Detractor (6) 11452
1/6/2009
12:00PM
1/6/2009
12:00PM
Auto
1st Party Injury Claim
Portland, OR
Carl Spackler
H5792
Jonathan Doe Detractor (6) 17836
[ 1 ] [ 2 ] [ 3 ]
View Results By Attribute: Filter By Response Type:
Claim Satisfaction with <CLIENT> claim rep | ▼ 1-6 | ▼
Comments Per Page: 50 | ▼
Metric Attribute
Response Type Filter
- (1-2,3-4,5-6, 7-8 , 9-10)
3 – DATA TABLE SORTING RULES
• Claim Details: Sort the 3 fields as 1
composite string alphabetically
• Agent Details: Sorted by Agent
Name
• Alert Filters: Precedence: Red,
then Blue, then Green
• Sort Precedence:
• Red, Blue, Green
• Red Blue
• Red Green
• Blue Green
• Red
• Blue
• Green
1- DATA POINTS
- Claim/Claimant ID: Combination of Claim
and Claimant ID.
- Claim Details – LOB, Subline
- Claimant Name – Name on Claimants
- Net Promoter Score: Likelihood to
Recommend result
• Promoters (9-10 responses)
• Passive (7-8 responses)
• Detractors (1-6 responses)
- Date Closed – Claim Closed Date
(M/DD/YYYY HH:MM APM)
- Office: Location associated with the claim
- Claim Handler Name
2 – CLAIM DETAIL LINK
• Link takes you to Survey Detail page
showing responses to claimant
survey.
Claim summary data table

25. Confidential
PRESENTING NO RESULTS FOUND
25

26. Confidential
PRESENTING NO RESULTS :: DEFAULT VIEW
A message / page display is
presented to the user whenever a
selection is made that results in no
data being available. Once in this
state, a user will have 1 or more
options to return to a results
available state.
NO RESULTS FOUND STATES
• User navigates to a page that has no
results based on the current
hierarchy/filters view.
• User applies filters to existing selection
that results in no data available.
• User selects a time period that has no
data results.
FINDING RESULTS
The user will have multiple options to
specify a request that will yield results.
• Change time period
• Reduce or Widen filters applied for
search request.
• Navigate to a higher level of the
organization.
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<Time Period> |
Welcome <Username> | Logout
Dashboard Summary Survey Question Summary View Comments Claim Detail Summary
View Claimant Survey Form
Time Filter Selectors
Global Drill Control | Current Path <Path> :: <Path> :: <Path>
PAGE NAME
Filters | View Applied Filters Select Filters | Hierarchy Cross-Edit ▼ Line: Edit ▼
Content Header
1
HIERARCHY STATE DETAIL NO RESULTS AVAILABLE
Page Content
NO RESULTS AVAILABLE
2
No results are available for the current selections. Please expand your search to
locate more results.
WAYS TO EXPAND YOUR SEARCH:
• Choose a different core metric, distribution or metric/distribution
combination
• Drill up the hierarchy path
• Choose a longer time frame
© 2010 Net Promoter, NPS, and Net Promoter Score are trademarks of Satmetrix Systems, Inc., Bain & Company, and Fred Reichheld
1 – CONTENT HEADER DISPLAY
• The Hierarchy state/contact info
information will remain presented.
• The Key Metric score and distribution
graph will be replaced with a “NO
Results Available” message.
2 – NO RESULTS CONTENT
MESSAGE
• The “No Results Available” message
will be displayed if no records are
found.
• This will notify the user there is nothing
to display, and suggest ways to
expand their selections to find results
for review.
• The message text and formatting are
presented in the wireframe section.
<Client>

27. • Page specific content filters will remain
• Users can modify these content filters
to change or expand their search
criteria in an effort to obtain results for
display.
Confidential
PRESENTING NO RESULTS :: CLAIM SUMMARY / VIEW COMMENTS VIEWS
27
<Time Period> |
Welcome <Username> | Logout
Dashboard Summary Survey Question Summary View Comments Claim Detail Summary
View Claimant Survey Form
Time Filter Selectors
Global Drill Control | Current Path <Path> :: <Path> :: <Path>
PAGE NAME
Filters | View Applied Filters Select Filters | Hierarchy E d i t ▼ Cross-Line: Edit ▼
Page Content
CORE METRIC SELECTOR
CORE METRIC LIST DISTRIBUTION GROUP
NO RESULTS AVAILABLE
No results are available for the current selections. Please expand your search to
locate more results.
WAYS TO EXPAND YOUR SEARCH:
• Choose a different core metric, distribution or metric/distribution
combination
• Drill up the hierarchy path
• Choose a longer time frame
© 2010
1
2
A second view is presented for the
Claim Summary / View Comments
Page when no results are available
for display. These pages have no
Content Header. Additionally,
specific content filters exist on these
pages that must be provided for
use.
NO RESULTS FOUND STATES
• User navigates to a page that has no
results based on the current
hierarchy/filters view.
• User applies filters to existing selection
that results in no data available.
• User selects a time period that has no
data results.
FINDING RESULTS
The user will have multiple options to
specify a request that will yield results.
• Change time period
• Reduce or Widen filters applied for
search request.
• Navigate to a higher level of the
organization.
1 – CONTENT FILTERS
displayed when no results are
available.
2 – NO RESULTS CONTENT
MESSAGE
• The “No Results Available” message
will be displayed if no records are
found.
• This will notify the user there is nothing
to display, and suggest ways to
expand their selections to find results
for review.
• The message text and formatting are
presented in the wireframe section.
<Client>