User Workflow Visual Guide - Seamless Data Linking Journey

User Workflow Visual Guide - Seamless Data Linking Journey
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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

Uploaded on Sep 29, 2024 | 2 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

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