You are a UI design strategist and expert AI product builder using Claude 4 Sonnet. Your task is to generate a full interactive user interface design specification for a Personal Banker Management Dashboard for a Loan Origination System (LOS).
Your output should follow modern design standards and leverage pre-built, highly visual dashboard component libraries like:
- Tailwind UI (React)
- Ant Design (React)
- Chakra UI (React/Next.js)
- ShadCN (Tailwind + Radix)
- Bootstrap 5 (if needed)
Do not generate UI components from scratch. Instead, compose the dashboard layout using best-in-class component patterns from these libraries, integrating them contextually. Suggest which library and component fits each section.
🎯 Objective: Design a complete LOS management panel for a Personal Banker (PB) that facilitates:
- New applicant onboarding using CNIC autofetch
- Uploading + parsing of financial documents (salary slip, bank statement)
- Completion of Stage 1 checklist items
- Intelligent discrepancy detection and resolution
- Draft management and submission flow
- Case status tracking with real-time updates
- Integration with CIU/RRU for escalations
📋 Key Modules Required in the Dashboard:
-
🧭 Sidebar Navigation (Collapsible)
- Dashboard Overview
- New Applicant Intake
- Document Upload & Parse
- Discrepancy Management
- Case Tracker
- CIU / RRU Queries
- Reports & Analytics
- Profile & Settings
-
🏠 Dashboard Overview (Home)
- Summary stats (Pending, Submitted, Flagged Cases)
- Recent Applicants table (sortable)
- Status widgets with color-coded pills
- Charts: Applications per segment, Approval rates
-
📄 New Applicant Intake Page
- CNIC field with “Fetch Details” button
- Autofilled: Name, DOB, CBS ID, Segment
- Manual override if mismatch is detected
- Form: Employment type, Application type, Channel
-
📂 Document Upload + Auto Parser
- Upload Salary Slip / Bank Statement / FS (PDF)
- Show parsing preview with editable extracted values
- OCR result status badge (✅ accurate, ⚠️ needs review)
- Use Ant Design or Tailwind File Upload components
-
✅ Stage 1 Checklist UI
- Interactive checklist (9 items)
- Status icons per document
- Conditional visibility (e.g. Auto Debit Form → ETB only)
-
🚨 Discrepancy Panel
- Auto-flagged mismatches: CNIC vs. Name, Salary errors
- Resolution dropdown: Use CNIC / Use uploaded
- Supervisor escalation toggle
- Notes/comments textbox per row
- Use a table or accordion layout
-
🔁 Case Status Tracker
- Data table with filters
- Columns: Applicant, LOS ID, Segment, Status, Last Update
- Status: Draft / Awaiting Docs / Submitted / Returned / Approved / Rejected
-
🛎 Notifications and Alerts
- Toast + badge system for:
- Deadline approaching
- Discrepancy flagged
- CIU query
- Persistent panel for unresolved alerts
- Toast + badge system for:
-
📊 Reports (optional)
- Weekly case summary
- Discrepancy trendline
- Approval turnaround chart
💡 Design Guidelines:
- Use Tailwind or Ant Design layout patterns (split panels, tabs, step forms)
- Use pre-built table, stepper, card, tooltip, badge, alert components
- Prioritize form validation, live field error highlighting
- Maintain dark/light mode compatibility
- Use modals for: confirm submission, supervisor escalation, retry parse
🎯 Final Deliverable: Produce a full multi-panel dashboard UI plan ready for developer handoff. Your response should describe which UI library components to use in each section, their layout/behavior, and explain the workflow logic clearly. Include visual layout ideas (grids, tabs, cards) in text format.
Assume the frontend devs are working with React, Tailwind, and Next.js.
You are now acting as a senior Claude-powered UI architect and strategist. Build this dashboard intelligently with reusable visual components from modern libraries — with full consideration of UBL field workflow and LOS checklist compliance with best practices for banker's usability including theme and design.
83d ago
Personal Banker LOS Dashboard - UI Design Specification
️ Architecture Overview
Primary Component Library: ShadCN/UI (Tailwind + Radix) - Perfect for Next.js integration Secondary Libraries: Ant Design for complex data tables, Recharts for analytics Layout Pattern: Sidebar + Main Content with responsive breakpoints
Design System Foundation
Color Palette & Theming
/* Primary Brand Colors (UBL-inspired) */
--primary: 220 70% 50% /* UBL Blue */
--primary-foreground: 0 0% 98%
--secondary: 220 14.3% 95.9% /* Light Gray */
--accent: 220 14.3% 95.9% /* Accent Blue */
--destructive: 0 84.2% 60.2% /* Error Red */
--warning: 38 92% 50% /* Warning Orange */
--success: 142 76% 36% /* Success Green */Typography Scale
- Headers: Inter/Geist Sans (16px-32px)
- Body: 14px regular, 16px for forms
- Captions: 12px for metadata
1. Sidebar Navigation
Component: ShadCN Sidebar + Navigation Menu Layout: Collapsible with icons + labels
// Using ShadCN Sidebar component
<SidebarProvider>
<Sidebar collapsible="icon">
<SidebarHeader>
<SidebarMenu>
<SidebarMenuItem>
<SidebarMenuButton size="lg">
<Building2 />
<span>UBL LOS</span>
</SidebarMenuButton>
</SidebarMenuItem>
</SidebarMenu>
</SidebarHeader>
<SidebarContent>
<SidebarGroup>
<SidebarGroupLabel>Main</SidebarGroupLabel>
<SidebarMenu>
<SidebarMenuItem>
<SidebarMenuButton asChild>
<Link href="/dashboard">
<LayoutDashboard />
<span>Dashboard</span>
</Link>
</SidebarMenuButton>
</SidebarMenuItem>
// ... other menu items
</SidebarMenu>
</SidebarGroup>
</SidebarContent>
</Sidebar>
</SidebarProvider>Navigation Items:
- 🏠 Dashboard Overview
- 👤 New Applicant Intake
- 📄 Document Upload & Parse
- ⚠️ Discrepancy Management (with badge for pending count)
- 📊 Case Tracker
- 🔔 CIU/RRU Queries (with notification dot)
- 📈 Reports & Analytics
- ⚙️ Profile & Settings
2. Dashboard Overview (Home)
Layout: CSS Grid (4 columns on desktop, responsive) Components: ShadCN Cards + Charts (Recharts integration)
Stats Cards Row
// Using ShadCN Card component
<div className="grid gap-4 md:grid-cols-2 lg:grid-cols-4">
<Card>
<CardHeader className="flex flex-row items-center justify-between space-y-0 pb-2">
<CardTitle className="text-sm font-medium">Pending Cases</CardTitle>
<Clock className="h-4 w-4 text-muted-foreground" />
</CardHeader>
<CardContent>
<div className="text-2xl font-bold">24</div>
<p className="text-xs text-muted-foreground">+2 from yesterday</p>
</CardContent>
</Card>
// ... other stat cards
</div>Recent Applicants Table
Component: ShadCN Data Table with sorting/filtering
<Card className="col-span-4">
<CardHeader>
<CardTitle>Recent Applications</CardTitle>
</CardHeader>
<CardContent>
<DataTable
columns={applicantColumns}
data={recentApplicants}
searchKey="name"
filterOptions={[
{ label: "Status", key: "status", options: ["Draft", "Submitted", "Approved"] }
]}
/>
</CardContent>
</Card>Analytics Charts
Component: Recharts with ShadCN Chart wrapper
- Donut Chart: Applications by Segment (Preferred, Mass, SME)
- Line Chart: Weekly submission trends
- Bar Chart: Approval rates by channel
3. New Applicant Intake Page
Layout: Multi-step form using ShadCN Form + Steps Pattern: Card-based sections with progressive disclosure
CNIC Lookup Section
<Card>
<CardHeader>
<CardTitle>Applicant Identification</CardTitle>
</CardHeader>
<CardContent>
<Form {...form}>
<div className="flex gap-2">
<FormField
control={form.control}
name="cnic"
render={({ field }) => (
<FormItem className="flex-1">
<FormLabel>CNIC Number</FormLabel>
<FormControl>
<Input
placeholder="12345-1234567-1"
{...field}
maxLength={15}
/>
</FormControl>
</FormItem>
)}
/>
<Button
type="button"
onClick={handleCNICFetch}
disabled={isLoading}
>
{isLoading && <Loader2 className="mr-2 h-4 w-4 animate-spin" />}
Fetch Details
</Button>
</div>
</Form>
</CardContent>
</Card>Auto-filled Information Display
Component: ShadCN Alert + Badge system for data confidence
<Alert className="border-green-200 bg-green-50">
<CheckCircle className="h-4 w-4" />
<AlertTitle>CNIC Data Retrieved</AlertTitle>
<AlertDescription>
<div className="grid grid-cols-2 gap-4 mt-2">
<div>
<Label>Full Name</Label>
<div className="flex items-center gap-2">
<span>Muhammad Ahmed Khan</span>
<Badge variant="secondary">Verified</Badge>
</div>
</div>
// ... other fields
</div>
</AlertDescription>
</Alert>4. Document Upload + Auto Parser
Layout: Drag-and-drop zone + Preview panels Components: ShadCN File Upload + Tabs for document types
Upload Interface
<Tabs defaultValue="salary-slip" className="w-full">
<TabsList className="grid w-full grid-cols-3">
<TabsTrigger value="salary-slip">Salary Slip</TabsTrigger>
<TabsTrigger value="bank-statement">Bank Statement</TabsTrigger>
<TabsTrigger value="financial-statement">Financial Statement</TabsTrigger>
</TabsList>
<TabsContent value="salary-slip">
<Card>
<CardContent className="pt-6">
<div className="border-2 border-dashed border-gray-300 rounded-lg p-6 text-center">
<Upload className="mx-auto h-12 w-12 text-gray-400" />
<p className="mt-2 text-sm text-gray-600">
Drag and drop your salary slip here, or click to browse
</p>
<Input type="file" className="hidden" accept=".pdf,.jpg,.png" />
</div>
</CardContent>
</Card>
</TabsContent>
</Tabs>OCR Results Preview
Component: ShadCN Sheet (slide-over) with editable fields
<Sheet>
<SheetContent className="w-[600px] sm:w-[800px]">
<SheetHeader>
<SheetTitle>Document Parsing Results</SheetTitle>
<SheetDescription>
Review and edit extracted information
</SheetDescription>
</SheetHeader>
<div className="grid gap-4 py-4">
<Alert>
<AlertCircle className="h-4 w-4" />
<AlertTitle>Parsing Confidence: 94%</AlertTitle>
<AlertDescription>
Please review highlighted fields that need attention
</AlertDescription>
</Alert>
<div className="grid grid-cols-2 gap-4">
<div>
<Label>Basic Salary</Label>
<Input
value="85,000"
className="border-orange-300 bg-orange-50" // Highlight uncertain fields
/>
<p className="text-xs text-orange-600">Confidence: 78%</p>
</div>
// ... other extracted fields
</div>
</div>
</SheetContent>
</Sheet>5. Stage 1 Checklist UI
Component: ShadCN Accordion + Checkbox with conditional rendering Pattern: Expandable sections with status indicators
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<CheckSquare className="h-5 w-5" />
Stage 1 Checklist
<Badge variant="outline">6/9 Complete</Badge>
</CardTitle>
</CardHeader>
<CardContent>
<Accordion type="single" collapsible className="w-full">
<AccordionItem value="cnic-copy">
<AccordionTrigger className="flex items-center gap-2">
<CheckCircle className="h-4 w-4 text-green-500" />
CNIC Copy
<Badge variant="secondary">Complete</Badge>
</AccordionTrigger>
<AccordionContent>
<div className="flex items-center justify-between">
<span>Front and back copy uploaded</span>
<Button variant="outline" size="sm">View Document</Button>
</div>
</AccordionContent>
</AccordionItem>
<AccordionItem value="auto-debit" className={!isETB ? "opacity-50" : ""}>
<AccordionTrigger>
<AlertCircle className="h-4 w-4 text-orange-500" />
Auto Debit Form
<Badge variant="outline">ETB Only</Badge>
</AccordionTrigger>
<AccordionContent>
{!isETB && (
<Alert>
<Info className="h-4 w-4" />
<AlertDescription>
This item is only required for Existing to Bank (ETB) customers
</AlertDescription>
</Alert>
)}
</AccordionContent>
</AccordionItem>
</Accordion>
</CardContent>
</Card>6. Discrepancy Management Panel
Layout: Split view - List + Detail panel Components: ShadCN Data Table + Dialog for resolution
Discrepancy List
<Card>
<CardHeader>
<CardTitle className="flex items-center gap-2">
<AlertTriangle className="h-5 w-5 text-orange-500" />
Active Discrepancies
<Badge variant="destructive">3 Unresolved</Badge>
</CardTitle>
</CardHeader>
<CardContent>
<Table>
<TableHeader>
<TableRow>
<TableHead>Type</TableHead>
<TableHead>Description</TableHead>
<TableHead>Severity</TableHead>
<TableHead>Actions</TableHead>
</TableRow>
</TableHeader>
<TableBody>
<TableRow>
<TableCell>
<Badge variant="destructive">Name Mismatch</Badge>
</TableCell>
<TableCell>
CNIC: "Ahmed Khan" vs Upload: "A. Khan"
</TableCell>
<TableCell>
<Badge variant="outline">High</Badge>
</TableCell>
<TableCell>
<Button variant="outline" size="sm">Resolve</Button>
</TableCell>
</TableRow>
</TableBody>
</Table>
</CardContent>
</Card>Resolution Dialog
<Dialog>
<DialogContent>
<DialogHeader>
<DialogTitle>Resolve Name Mismatch</DialogTitle>
</DialogHeader>
<div className="grid gap-4 py-4">
<RadioGroup defaultValue="use-cnic">
<div className="flex items-center space-x-2">
<RadioGroupItem value="use-cnic" id="use-cnic" />
<Label htmlFor="use-cnic">Use CNIC Name: "Ahmed Khan"</Label>
</div>
<div className="flex items-center space-x-2">
<RadioGroupItem value="use-upload" id="use-upload" />
<Label htmlFor="use-upload">Use Uploaded Name: "A. Khan"</Label>
</div>
<div className="flex items-center space-x-2">
<RadioGroupItem value="escalate" id="escalate" />
<Label htmlFor="escalate">Escalate to Supervisor</Label>
</div>
</RadioGroup>
<Textarea placeholder="Add resolution notes..." />
</div>
<DialogFooter>
<Button variant="outline">Cancel</Button>
<Button>Resolve Discrepancy</Button>
</DialogFooter>
</DialogContent>
</Dialog>7. Case Status Tracker
Component: Enhanced ShadCN Data Table with advanced filtering Features: Real-time status updates, bulk actions, export functionality
<Card>
<CardHeader>
<CardTitle>Case Management</CardTitle>
<div className="flex gap-2">
<Select>
<SelectTrigger className="w-[180px]">
<SelectValue placeholder="Filter by Status" />
</SelectTrigger>
<SelectContent>
<SelectItem value="all">All Cases</SelectItem>
<SelectItem value="draft">Draft</SelectItem>
<SelectItem value="submitted">Submitted</SelectItem>
<SelectItem value="approved">Approved</SelectItem>
</SelectContent>
</Select>
<Button variant="outline">
<Download className="mr-2 h-4 w-4" />
Export
</Button>
</div>
</CardHeader>
<CardContent>
<DataTable
columns={[
{
accessorKey: "applicantName",
header: "Applicant",
},
{
accessorKey: "losId",
header: "LOS ID",
},
{
accessorKey: "segment",
header: "Segment",
cell: ({ row }) => (
<Badge variant="outline">
{row.getValue("segment")}
</Badge>
),
},
{
accessorKey: "status",
header: "Status",
cell: ({ row }) => {
const status = row.getValue("status")
return (
<Badge
variant={getStatusVariant(status)}
className="flex items-center gap-1"
>
<StatusIcon status={status} />
{status}
</Badge>
)
},
},
{
accessorKey: "lastUpdate",
header: "Last Update",
cell: ({ row }) => (
<span className="text-sm text-muted-foreground">
{formatDistanceToNow(row.getValue("lastUpdate"))} ago
</span>
),
},
{
id: "actions",
cell: ({ row }) => (
<DropdownMenu>
<DropdownMenuTrigger asChild>
<Button variant="ghost" className="h-8 w-8 p-0">
<MoreHorizontal className="h-4 w-4" />
</Button>
</DropdownMenuTrigger>
<DropdownMenuContent align="end">
<DropdownMenuItem>View Details</DropdownMenuItem>
<DropdownMenuItem>Edit Application</DropdownMenuItem>
<DropdownMenuSeparator />
<DropdownMenuItem className="text-red-600">
Cancel Application
</DropdownMenuItem>
</DropdownMenuContent>
</DropdownMenu>
),
},
]}
data={cases}
/>
</CardContent>
</Card>8. Notifications & Alerts System
Components: ShadCN Toast + Badge + Alert Pattern: Global notification provider with persistent alerts panel
Toast Notifications
// Using ShadCN Toast for temporary notifications
const { toast } = useToast()
// Success notification
toast({
title: "Application Submitted",
description: "LOS ID: UBL-2024-001234 has been submitted successfully",
action: <ToastAction altText="View">View</ToastAction>,
})
// Warning notification
toast({
variant: "destructive",
title: "Deadline Approaching",
description: "3 applications require attention within 24 hours",
})Persistent Alerts Panel
<Card className="border-orange-200 bg-orange-50">
<CardHeader>
<CardTitle className="flex items-center gap-2 text-orange-800">
<Bell className="h-5 w-5" />
Active Alerts
<Badge variant="secondary">5</Badge>
</CardTitle>
</CardHeader>
<CardContent>
<div className="space-y-3">
<Alert className="border-red-200 bg-red-50">
<AlertCircle className="h-4 w-4" />
<AlertTitle>High Priority</AlertTitle>
<AlertDescription>
CIU query received for LOS-001234 - Response due in 2 hours
<Button variant="link" className="p-0 h-auto ml-2">
Respond Now
</Button>
</AlertDescription>
</Alert>
<Alert className="border-yellow-200 bg-yellow-50">
<Clock className="h-4 w-4" />
<AlertTitle>Deadline Warning</AlertTitle>
<AlertDescription>
3 applications pending document upload (Due: Today 5 PM)
</AlertDescription>
</Alert>
</div>
</CardContent>
</Card>9. Reports & Analytics (Optional)
Components: Recharts + ShadCN Cards + Date Range Picker Layout: Dashboard-style grid with exportable charts
<div className="grid gap-4 md:grid-cols-2 lg:grid-cols-3">
<Card className="col-span-2">
<CardHeader>
<CardTitle>Weekly Submission Trends</CardTitle>
<div className="flex items-center gap-2">
<CalendarDateRangePicker />
<Button variant="outline" size="sm">
<Download className="mr-2 h-4 w-4" />
Export
</Button>
</div>
</CardHeader>
<CardContent>
<ResponsiveContainer width="100%" height={300}>
<LineChart data={weeklyData}>
<CartesianGrid strokeDasharray="3 3" />
<XAxis dataKey="week" />
<YAxis />
<Tooltip />
<Line type="monotone" dataKey="submissions" stroke="#2563eb" />
</LineChart>
</ResponsiveContainer>
</CardContent>
</Card>
<Card>
<CardHeader>
<CardTitle>Approval Rates by Segment</CardTitle>
</CardHeader>
<CardContent>
<ResponsiveContainer width="100%" height={300}>
<PieChart>
<Pie
data={segmentData}
cx="50%"
cy="50%"
outerRadius={80}
fill="#8884d8"
dataKey="value"
label
/>
<Tooltip />
</PieChart>
</ResponsiveContainer>
</CardContent>
</Card>
</div>Implementation Strategy
Phase 1: Core Infrastructure
- Setup ShadCN/UI with Next.js 14+ and Tailwind CSS
- Implement Sidebar Navigation with routing
- Create Dashboard Overview with mock data
- Setup Form Management with React Hook Form + Zod validation
Phase 2: Core Features
- CNIC Lookup Integration with API endpoints
- Document Upload System with file handling
- OCR Integration with parsing preview
- Basic Case Management with CRUD operations
Phase 3: Advanced Features
- Discrepancy Detection Engine with business rules
- Real-time Notifications with WebSocket/Server-Sent Events
- Advanced Analytics with chart integrations
- CIU/RRU Integration with escalation workflows
Phase 4: Polish & Optimization
- Performance Optimization with React Query/SWR
- Accessibility Compliance (WCAG 2.1 AA)
- Mobile Responsiveness refinement
- User Testing & Feedback integration
Technical Considerations
State Management
- Zustand for global state (user session, notifications)
- React Query for server state management
- React Hook Form for form state
Data Fetching
- Next.js API Routes for backend integration
- SWR/React Query for caching and real-time updates
- WebSocket for live notifications
Performance
- Next.js Image Optimization for document previews
- Virtual Scrolling for large data tables
- Code Splitting by route and feature
- Memoization for expensive calculations
Security
- RBAC Implementation with middleware
- Input Validation with Zod schemas
- File Upload Security with type checking
- Audit Logging for compliance
This comprehensive specification provides a solid foundation for building a modern, user-friendly Personal Banker LOS Dashboard that meets UBL's operational requirements while maintaining excellent user experience and technical standards1.
Sources
83d ago
I'll build the complete Personal Banker LOS Dashboard for you using ShadCN components and Next.js. This will be a fully functional preview with all the modules you specified.
I'll build the complete Personal Banker LOS Dashboard with all the modules you specified. This will be a fully functional preview using ShadCN components.
I've built a comprehensive Personal Banker LOS Dashboard with all the modules you requested:
Key Features Implemented:
1. Sidebar Navigation1
- Collapsible sidebar with UBL branding
- Navigation badges for pending items
- Responsive design with mobile support
2. Dashboard Overview
- Real-time statistics cards
- Recent applications table with actions
- Interactive charts (Pie chart for segments, Line chart for trends)
- Color-coded status badges
3. New Applicant Intake
- CNIC lookup with auto-formatting
- Simulated API integration with loading states
- Auto-filled applicant information with confidence scores
- Employment and loan details forms
4. Document Upload & Parser
- Tabbed interface for different document types
- Drag-and-drop file upload
- OCR simulation with progress indicators
- Editable extracted data with confidence scores
5. Case Tracker
- Advanced filtering and search functionality
- Sortable data table with bulk actions
- Status management with color coding
- Export functionality
6. Discrepancy Management
- Priority-based discrepancy listing
- Resolution dialog with multiple options
- Escalation workflow
- Notes and audit trail
️ Technical Implementation:
- ShadCN/UI Components: Sidebar, Cards, Tables, Forms, Dialogs
- Responsive Design: Mobile-first approach with Tailwind CSS
- State Management: React hooks for local state
- Mock Data: Realistic banking scenarios
- Toast Notifications: User feedback system
- Loading States: Better UX during async operations
UBL-Themed Design:
- Professional blue color scheme
- Banking-appropriate typography
- Consistent spacing and layout
- Accessibility-compliant components
The dashboard is fully functional with realistic workflows, proper error handling, and a professional banking interface that meets modern UX standards. All components are built using ShadCN/UI for consistency and maintainability.
Sources
83d ago
Enhance the 'New Applicant Intake' process within the Personal Banker Management Dashboard to include a streamlined document processing workflow. This workflow should guide the user through the document upload, parsing, and verification steps with a focus on a smooth and intuitive user experience. The process should incorporate the following features:
-
Document Upload and Parsing Integration:
- Integrate the document upload and parsing functionality directly into the 'New Applicant Intake' flow. This means that after the initial applicant details are entered (CNIC, Name, etc.), the user is immediately presented with the document upload section.
- Use a clear visual indicator (e.g., a progress bar or a step indicator) to show the user's progress through the document processing stages.
-
Interactive Checklist with Auto-Check and Skip Option:
- Implement an interactive checklist that dynamically updates based on the document upload and parsing results.
- Each checklist item should correspond to a specific document type (e.g., Salary Slip, Bank Statement, CNIC).
- Upon successful upload and parsing of a document, the corresponding checklist item should automatically check itself, visually indicating completion (e.g., a green checkmark).
- Provide a 'Skip' option for each document type. If the user chooses to skip a document, the checklist item should be marked with a different status (e.g., a grayed-out icon with a 'skipped' label), and the system should prompt the user to provide a reason for skipping the document (e.g., a modal with a text input field).
-
Conditional Visibility and Workflow Logic:
- Implement conditional visibility for checklist items. For example, if the applicant's employment type is 'Self-Employed,' certain documents (e.g., 'Business Registration') should become visible and required.
- Ensure that the workflow logic prevents the user from proceeding to the next stage (e.g., 'Discrepancy Management') until all required documents are either uploaded, parsed, and verified, or explicitly skipped with a valid reason.
-
UI/UX Enhancements:
- Use a clear and visually appealing UI to guide the user through the process. Consider using a step-by-step form layout or a tabbed interface to organize the different stages (Applicant Details, Document Upload, Checklist, Review).
- Provide clear visual feedback to the user at each step (e.g., loading indicators during parsing, success/error messages after upload).
- Use tooltips or help text to explain each document requirement and the consequences of skipping a document.
-
Component Library Integration:
- Utilize components from the specified UI libraries (Tailwind UI, Ant Design, Chakra UI, ShadCN, Bootstrap 5) to build the document processing workflow.
- Specifically, leverage components like progress bars, step indicators, checklists, file upload components, modals, and form validation components.
-
Error Handling and Validation:
- Implement robust error handling to handle issues such as upload failures, parsing errors, and invalid document formats.
- Provide clear and actionable error messages to the user.
- Implement form validation to ensure that the user provides all required information and that the data is in the correct format.
-
Integration with Existing Modules:
- Ensure seamless integration with the existing modules, such as 'Discrepancy Management' and 'Case Status Tracker.' The document processing workflow should update the status of the case and trigger relevant notifications.
Deliverable:
Provide a detailed UI design specification for the enhanced 'New Applicant Intake' process, including:
- A description of the workflow logic and user interactions.
- A list of the UI components to be used from the specified libraries.
- A visual layout concept (e.g., a wireframe or a mockup) showing the different stages of the process.
- A description of the error handling and validation mechanisms.
- A description of how the workflow integrates with the other modules in the dashboard.
This enhanced design should significantly improve the efficiency and user-friendliness of the document processing workflow within the Personal Banker Management Dashboard.
83d ago