create new account - main workflow - gabriel ceslov design · 21 wipro digital confidential create...

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US BANK: ACCESS ONLINE I CREATE NEW CARD HOLDER ACCOUNT I DETAIL DESIGN

© 2015 WIPRO DIGITAL | WWW.WIPRODIGITAL.COM | CONFIDENTIAL

Create New Account - Main Workflow

Account Administration

Step 1 - Define Product Settings

Saved Templates? No

Yes

Use Saved Template

ValidateAccountDetails

AuthorizationLimits

Fleet Information

AccountOwners Info

Step 2 - Enter Account Information

Yes

No No

Leave Account Set

up?

Cancel No

Step 3 - Review

Step 4 - ConfirmationValidate Yes

Edit Product Settings

Confirmation Message Yes

No

Cancel

Leave Account Set up?

No

Yes

Cancel

Leave Account Set up?

No

Save Template

Save As Template

Edit Product SettingsConfirmation Message

Yes

Edit

Save For Later

Leave Account Set Up

Send Email

Send Email

Create Another New Account

Select Saved Template or Blank

form?

Create Another New Account

KEY

Future Workflow - Phase 2

Blank Form

Active Work Queue

Active Work Queue

Request Status Queue

Support Active Work Queue

Create New

Account

Save For Later

Save For Later

Access Saved Application

(Section Open Where Application Was Last Saved)


Active Work Queue


(Section Open Where Application Was Last Saved)

Access Rejected Application

Access Rejected Application

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Create New Account - Search and Add Control



Account Administration

Step 1 - Define Product Settings

Saved Templates? No Validate

AccountDetails

AuthorizationLimits

Fleet Information

AccountOwners Info

Step 2 - Enter Account Information

YesStep 3 - Review

Step 4 - ConfirmationValidate Yes

Active Work Queue

Request Status Queue

Support Active Work Queue

Create New

Account

No No

Search for Processing Hierarchy

Position

Search Processing Hierarchy Select Position

Back

Search DAC Value

Search for Default Accounting Code

Value

Back Select Value

Search for Reporting Hierarchy

Position

Search Reporting Hierarchy

Back Select Position

Add Merchant Authorization

Control

Search and Select Merchant

Authorization

Add MAC Control

Back Add Selected Control

MAC Control Details

Search MAC Control

Back Select Control

View Control Details

Back

Create Driver

Search & Select Vehicle List

Search and Select Driver

Search and Select Vehicle

Search and Select Driver List

Create Vehicle

Yes

See Create New Account Workflow

Search Driver, Vehicle, Driver List and Vehicle List

Selected Driver or Vehicle

Back

Search and Select Pool

Create Vehicle or Driver

Back

Created Vehicle or Driver

Note: This workflow presents the workflow for the various search features. It was separated from the previous workflow due to page real estate constraints.

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WF.XX.YY Wireframe Name (Command+Shift+Select to Edit)



Wireframes

Annotation Key

Phase 1 Design - Complete

Documents To Be Referenced

0

0 Future Concepts - Design To Be Addressed In Phase 2

Data Matrix Use Case Specifications For <Name>

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Access Online

Create New Account

®Leave

Account Setup

Saved Templates1 2 3 4

Logout

© 2016 U.S. Bank National Association.

Privacy Policy | Contact Us

R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Division (optional) Department (optional)

Product (Bank)

Agent Company

Select

Search

Cont inueCancel

1. Defi ne Product SettingsRequired Fields (unless mentioned as optional)Create New Account

Cont inue

Begin application by using a new form or saved template.

Saved Template 1

Saved Template 2

Saved Template 3

Saved Template 4

Saved Template 5

New Form

Saved Template 6

Create New Account: Start With New Form

1

This wireframe presents the first screen presented to the user as they initiate the create an account set up. This screen is only displayed if the user has “Saved” templates for future use. If user does not have any saved templates, then this screen is not presented. Define Account Settings screen will be the first starting point. This design is a concept for Create Account Templates and requires further refinement. It may be out of scope for release 1.

Functional Notes

ID Element Description1 Select Blank Form

or Existing Saved Template

The user has the option to start with a new form or select a template that they have customized and saved previously.Start with ‘New Form’ is the default selection.

“Saved Template 1” and “Saved Template 2” will display as the user’s assigned names for the templates they created.

This design is a concept for Create Account Templates and requires further refinement. It will be addressed in Phase 2.

1 Select Blank Form or Existing Saved Template

This screen will not be presented for Phase 1.

1

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Access Online

Create New Account

®Leave

Account Setup


Logout

Cont inueCancel



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

1. Defi ne Product SettingsRequired Fields (unless mentioned as optional)Create New Account

Cont inue

Begin application by using a new form or saved template.

Saved Template 1

New Form

Saved Template 2

Information Saved As Part of TemplateDefault Product SettingsAccount DetailsAuthorization LimitsFleet Information

DescriptionSed ut perspiciatis unde omnis iste natus error sit voluptatem accusan-tium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt expli

Cont inue

Create New Account: Select Saved Template

1

This wireframe presents the first screen presented to the user as they initiate the create an account set up. This screen is only displayed if the user has “Saved” templates for future use. If user does not have any saved templates, then this screen is not presented. Define Account Settings screen will be the first starting point.

Functional Notes

ID Element Description1 Saved Template

SelectedAdditional details on the template are presented to the user when they click on and highlight one in the list.

Requirements not yet finalized, but number of templates user can create will be limited to max of 15.

This design is a concept for Create Account Templates and requires further refinement. It will be addressed in Phase 2.

1 Select Blank Form or Existing Saved Template

This screen will not be presented for Phase 1.

1

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Step 1: Define Product Settings

Access Online

Create New Account

®Leave

Account Setup


Logout

Cancel

1. Defi ne Product SettingsRequired Fields (unless mentioned as optional)


Product (Bank)

Agent Company

Select

Search

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

3 4

5

This wireframe presents the layout and fields related to Define Product Settings. If user selects a “New Form” option from the previous screen or does not have any “ Saved Template”, then this is the first screen that is presented. This is an integral step that requires the user to enter a key set of information. The information entered, along with entitlements and controls at the relationship level will drive the sections and the relevant fields displayed in the rest of the form, presented in Step 2.

Functional Notes

ID Element Description1 Header This section presents the US Bank, Access Online branding and key links for Phase 1.

Logo - If user clicks on the US Bank Access Online logo, they will be taken to the home page for Access Online.Leave Account Set Up - If user clicks on this link, they will be presented with a confirmation page. See wireframe Step 1: Define Product Settings: Cancel & Leave Account Set Up.Logout - If user clicks on this link, they will be logged out of Access Online and be taken to the Access Online Login screen.

1 Header The header design will be extended for phase 2. Final design for first live-to-customer launch will be addressed later.

2 Title This area presents the title “Create New Account”. The title and location will be consistent across all steps within the process.

3 Step Indicator This visual represents the steps that the user will walk through to complete the create new account process. The current step is highlighted as a visual cue for the user. In this case, Step 1 is highlighted.

4 Saved Templates This concept is a placeholder for managing custom templates. The design is TBD and will be refined further in Phase 2.

4 Saved Templates This link will not be presented for Phase 1. This area will remain blank for the entire create new account experience.

5 Step Title This area displays the title for the first step.

6 Content Area This area displays all the fields related to Define Product Settings. ---------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

7 Continue Button The user clicks on this button to access Step 2. Step 2 can only be accessed once all the entered fields pass validation. If validation errors are returned, then user will stay on this page until all errors are updated and validated by the system. Then only will the user be taken to Step 2.

8 Cancel Button The user can click on this button to cancel out of the Create New Account process. A confirmation message will be presented. See Step 1: Define Product Settings: Cancel wireframe for details.

9 Footer This area displays the footer. It will be the same for all screens within the create new account process. The footer presents the US Bank logo, access to Privacy Policy and Contact Us. Contact Us links to existing access online contact us page. Privacy Policy links to https://www.usbank.com/privacy/index.html. It also presents the session info, on the bottom right of the footer. (Example: R214.40b44.0 col 1 04-20-2015 16:51:43 CDT)

8

2

7

9

6

1

1

4

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Step 1: Define Product Settings: Default View (Multiple Products Entitlement)

Access Online

Create New Account

®Leave

Account Setup


Logout

Cancel



Product (Bank)

Agent Company

Select

Search

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

1

This wireframe presents the default Define Products settings page for user’s who have entitlements to more than one product.

Functional Notes

ID Element Description1 Product (Bank) and

Related FieldsThe user is first prompted to select a product. Prior to user selecting a product the other fields on the page are unavailable to accept data, and user is also unable to commence a search. Once a user selects a product, the remaining fields on the page display.The list of available products for user to select is determined by the user’s entitlements and the relationship. For users with only 1 available product see Step 1: Define Product Settings: Default View (Single Product Entitlement) - Dynamic Fields wireframe for details.

-----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

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Access Online

Create New Account

®Leave

Account Setup


Logout

Cont inueCancel


Plastic

Yes

Fleet Card Type

Select


Product (Bank)

Agent

0000

Company

0000

Product Name - 1234

Search



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Step 1: Define Product Settings: Default View (Multiple Products Entitlement) - Dynamic Fields

This wireframe presents the Define Products settings page and the functionality and fields displayed based on the selection of a product.

Functional Notes

ID Element Description1 Product (Bank), Agent,

Company, Division and Department Fields

The user selects a product. The Agent, Company, Division and Department fields become enabled. User can manually enter text for each field. User can also choose to use the Search feature to enter the processing hierarchy information. Division and Department are optional fields. -----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

2 Search Link This link takes the user to the Processing Hierarchy Search screen. Data entered in any of the fields (Agent, Company, Division or Department) will appear in the search screen in lieu of blank spaces. There will be no functional changes to the existing search functionality for release 1.

3 Plastic and Type of Card Fields

Display of these fields is contingent on product selection. -----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

4 Continue Button User clicks on this button to access Step 2: Enter Account Information.

1

3

2

4

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Access Online

Create New Account

®Leave

Account SetupLogout

Back to Def ine Product Sett ings

Bank: 1234

Agent Division (optional)

143

Company Department (optional)

Hierarchy Level

Company

Search for Processsing Hierarchy PositionSelect the hierarchy level you wish to locate, and enter any known or partial values, then search.



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Search

Step 1: Define Product Settings: Processing Hierarchy Search

1

2

3

4

5

The wireframe on this page presents the Processing Hierarchy Search page the user will see, once they click on the search link in the Step 1 - Define Product Settings page. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience. Functional Notes

ID Element DescriptionTitle This area presents the title of this Search page. The title and location will be

consistent across all similar search pages.

Inherited value This area holds the Bank Value inherited from the previous Define Product Settings page. The bank value is important to search for the Agent, Company , Division and Department.

Search Criteria This section presents the fields that the user can enter values for to generate a search. If user had entered values for Agent, Company, Division or Department on the previous screen, Step 1 Define Product Settings, then the values will be inherited to their respective fields.

Search button Once the user selects the Hierarchy Level and or enters any additional values, they will click on Search. The search will be executed and results will be presented within the Results section below.

Back Button The Back to Define Product Settings button takes the user back to the Define Product Settings page, without saving any of the selections from the search results.

1

2

3

5

4

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Step 1: Define Product Settings: Processing Hierarchy Search Results

Access Online

Create New Account

®Leave

Account SetupLogout

Select Posi t ion

Search

Cancel

CLK

ResultsAll positions that match your search criteria.

Back to Def ine Product Sett ings

Bank: 1234

Agent Division (optional)

143

Company Department (optional)

Hierarchy Level

Company

Search for Processsing Hierarchy PositionSelect the hierarchy level you wish to locate, and enter any known or partial values, then search.



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

< Previous Next >1

Results 1-6 of 6

Select Bank Agent Comp. Div. Dept

❍ 1234 1432 41483

❍ 1234 1433 43583

❍ 1234 1435 45683

❍ 1234 1435 45693

❍ 1234 1435 45695

● 1234 1435 45633 3

4

5

1

The wireframe on this page presents the Processing Hierarchy Search page the user will see, once they click on the search link in the Step 1 - Define Product Settings page. The Bank=Product is inherited from the previous page. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes

ID Element DescriptionSearch Button

This area displays the search button. Once the user selects the Hierarchy Level and or enters any additional values, they will click on Search

Number ofSearch Results

This area presents the information for the number of search results provided by the system. The Results 0 of 0 area presents the number of results being displayed out of the total.

Search Results This area displays the search results from the system. The user can select one of the search results options by clicking on the radio button. Please note the content presented is the same as today. Please refer to use case specifications for details regarding the search results logic and specifics. The content presented in the wireframe is to show an example for display only.

Pagination If there are more than 25 results, then pagination will be displayed. The results table will present information in sets of 25 results. User can click on Next to access the next set of 25 results or click on Previous to access the previous set of 25 results. Previous and Next will be disabled if there are no previous or next result set.< Previous 1 I 2 I 3 I 4 Next >The numeric values in between display the set of results, in breaks of 25. The set that the user is viewing is not hyperlinked but the other sets are hyperlinked and the user can click on then number directly to view that specific set of 25 results.

Select Position This button is now enabled (after results sets are displayed) and the user clicks on this button to add the position that they selected from the result set to Processing Hierarchy section on the Step 1: Define Product Settings Screen. The user is taken to that Step 1 page once they click on this button, and the selected information is pre-populated within the Processing Hierarchy.

Results Section - Title This area displays the title and any supporting content for the Results section.

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2

3

5

42

6

6

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Access Online

Create New Account

®Leave

Account Setup


Logout


Product (Bank)Product Name - 1234


Cont inueCancel

Plastic

Yes

Fleet Card Type

Select

Search

Cont inue

3234 3356



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Agent

1432

Company

7548

Step 1: Define Product Settings: Default View (Single Product Entitlement) - Dynamic Fields

This wireframe presents the Define Products settings page and the default layout and fields when user is entitled to a single product only.

Functional Notes

ID Element Description1 Product (Bank) Display If user has entitlements for only a single product, then the Bank, Agent and Company

are displayed by default as read only. The Division and Department fields are displayed and enabled. User can manually enter text for each field. User can also choose to use the Search feature to enter the processing hierarchy information.-----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

1

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Step 1: Define Product Settings: Default View - Validation

Access Online

Create New Account

®Leave

Account Setup


Logout



Product (Bank)

Agent

0000

Company

0000

Product Name - 1234

Cancel

Plastic

Yes

Fleet Card Type

Select

Search

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque.i

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque.

2

3

This wireframe presents the Define Products settings page and the design for the validation process.

Functional Notes

ID Element Description1 Continue Button User clicks on the Continue button. The system runs a check to see if all the information

entered is valid. -------See User Specification document for details on validation rules and logic.

2 Error Message/Field ID If all field entries are not validated by the system, then the screen is updated with an error message at the page/section level and the fields related to the error are highlighted. This page can generate a syntax validation and related error message at the field level based on validation rules or a semantic validation where the primary error message will be at the page level as shown and the related field will be highlighted.-------See Use Case specification document for details on error message logic and content.

3 Error Fields The user can update the identified data fields and click on the Continue button to proceed to Step 2: Enter Account Information

1

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Step 1: Define Product Settings: Cancel & Leave Account Set Up

Access Online

Create New Account

®Leave

Account Setup


Logout

Cont inueCont inueCancel


Product (Bank)

Agent

0000

Company

0000

Product Name - 1234

Plastic

Yes

Fleet Card Type

Select

Search

1. Defi ne Product Settings



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Required Fields (unless mentioned as optional)

CLK

Cancel & Leave Account Set Up

Leave Account Set up

Are you sure you want to cancel and leave the Create New Account Process.

All the information entered so far will be lost. 2

3

This wireframe presents the Define Products settings page and displays the confirmation message when user clicks on the “Cancel” button.

Functional Notes

ID Element Description1 Cancel Button/Leave

Account Set Up LinkThe user clicks on this button. A confirmation message is presented and the rest of the screen becomes modal.

2 Leave Create New Account Process Message

A confirmation message is displayed conveying to the user that they will be leaving the Create Account Process and all the information entered so far will be lost.

3 Leave Account Set Up Button

The user clicks on this button to leave the Create New Account process. They are taken to the page where they initially accessed the Create New Account link from.

4 Close Icon The user clicks on this icon to close this message. The Define Product Settings screen becomes enabled and all the information entered is preserved.

5 Modal Bkg If user clicks anywhere on the modal bkg, no action will take place. The message panel will still remain active. This pattern and interaction is consistent for all modal screens.

1

4

1

5

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Step 2: Enter Account Information

This wireframe presents Step 2 of the Create New Account Process. Please note that all fields related to this page/section are presented in the wires. However the experience for users will include only the required and optional fields relevant to that specific user, based on entitlements, the relationship, and inputs provided in Step 1.

Functional Notes

ID Element Description1 Step Indicator The second step is highlighted. This visual provides a cue to the user about their current

step in the form as to where they are in the process and how many additional steps are left in the create new account process.

2 Step 1 Summary This section presents the key information that the user has selected from the previous step as a reference. The product and processing hierarchy is displayed. It also generates and displays the managing account, managing account ID and managing account name, along with the selection for plastic or fleet card type. The managing account number is masked, showing only the last four digits. The Edit link is out of scope for Phase 1 and will not be presented.

2 Edit Link This feature is TBD and will be addressed in Phase 2.

3 Title of Page This area displays the title for step 2. Step 2 displays the rest of the information needed for setting up a new account. It is made up of multiple sections that are presented dynamically based on the selection of the key information from the previous step as well as account controls at the relationship level, and the user’s entitlements.-----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

4 Section Bar This presents the first section within the Step 2 process. The section bar has the title of the section and has the control to expand/collapse the respective section. When a user first lands on this page, the first section (they have access to) will be opened by default. The user can click on the +/- icon to expand/collapse this section.A ‘status indicator’ is also presented in the section bar, that informs the user about their progress in entering the required information for the respective section. The status indicator is displayed in both the expanded and collapsed states, and consists of the following 3 status: Pending (user has not entered any required data) Complete (user has entered data in all the required fields), and In Progress (user has entered data in some, but not all, of the required fields). The status is based on the users having entered data, and not based on any validation processes.

5 Section Area and Required Fields

This is the main area where the fields for this particular section will be displayed based on the key information selected on Step 1 and entitlements based at the relationship level. The section is divided into three parts: Required Fields, Optional Fields, and Comments.

Required - The fields that are required to create a new cardholder account for this section will be presented first. All the required fields must be filled out for a user to move to step 3.

Create New Account 1 2 3 4 Saved Templates

Access Online®Leave

Account SetupLogout

EditManaging Account Managing Account NameManaging Account ID PlasticProcessing HierarchyProduct

1234-4321-23456-34567-6789Purchasing ****-****-****-6186 112095429954 BPS TEST LM C-CARD Yes


Account Owner’s Information

2. Enter Account Information

MI (Optional)

Pending

Country

Work Phone

First Name

Home Phone

Email Address

xxx-xxx-xxxx

State

Address Line 1

Address Line 2 (optional)

City ZIP

Last Name

Authorization to Obtain/Decline Credit Information

Vehicle Name

Social Security Number

___-__-____ mm/dd/yyyy

Date of Birth

Yes, allow credit score access

United States

_____-____

___-___-____ ___-___-____

12

3

4

5

2

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Step 2: Enter Account Information (Continued)

2

3

4

5

®Leave

Account Setup


Logout

Save for Later Cont inueCancel

Account Details+

Authorization Limits+

Fleet Information+

Show Optional Fields

Card Holder Category

Pending

Pending

Pending

Comments (optional)

Cont inue

Heavy Traveler



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

This wireframe presents Step 2 of the Create New Account Process. This wireframe presents the continuation of the Step 2 Create New Account Process.

Functional Notes

ID Element Description1 Section Area -

Optional FieldsAdditional Fields: This area presents the optional fields for this section. These fields are not ‘required’ or a must enter, to move to Step 3. The user can click on the link “Show Additional Fields” to expand this section. All optional fields will be displayed.The user can click on the toggle link again (which will now show “Hide Additional Fields) to close this section.

2 Collapsed Section User can expand or collapse any section by clicking on the minus sign located before the section title. All the sections will follow the same format as noted in previous Section Bar and Section Area annotations.Users can have multiple sections open at the same time, and can move across sections in any order they choose as they continue to work on the data entry.

When the user first accesses this screen, the first section is expanded and the rest of the sections are collapsed.

3 Continue Button The user clicks on this button to continue to Step 3. The system will run a validation check to ensure all required fields are entered, along with other logic relating to this section. See wireframe Step 2: Enter Account Information - Validation for details. Please see the use case specification document for validation rules, logic and error messages. Once all validation checks are passed, the user is taken to Step 3: Review Information.

4 Save For Later Button The user can click on the ‘Save for Later’ button to save the data entered and return at another time to complete the form. There are key fields in Step 1 and Step 2 that must be entered in order for the user to save the data for later access. It is the same logic that exists in today’s system. If user has not entered the key information required and they click on the “Save For Later” button, then an error message will presented, highlighting the fields required to complete this action.---------Please see use case specifications document to validate the rules for “Save For Later” feature.---------The user clicks on this button, the application is saved in progress and they are taken to the Active Work Queue page.

5 Cancel Button The user can click on this button to cancel out of the Create New Account process. See Step 2: Enter Card Holder And Product Information - Cancel wireframe for details.

3

45

2

1

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Step 2: Enter Account Information - Account Owner’s Section

This wireframe presents all the required fields that will be part of the Step 2 of the Create New Account Process - Account Owner’s Section.

Functional Notes

ID Element Description1 Required Fields All required fields appear in the Required Fields section. Additionally there are a

select group of fields that are technically optional but due to relevant association and convenience for the user are to be displayed in this section (Example: Middle Initial, see note below for details).

Otherwise all other optional fields will be presented within the Additional Fields sub-section and will be displayed when users click on the Show Additional Fields link. The order of the fields in the wireframes is the order they are to be presented (when required), and have been sequenced to offer customers a relevant flow of information to be captured.-----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

2 Optional Fields As Part of Required Section

There are some fields (IE: Middle Initial) that are technically optional, but due to user relevance will display in context with related required fields, with the label optional appearing in parenthesis. This is a display rule only, in terms of validation and status updating they will be treated as optional fields.Data Matrix and requirements updates to indicate these “Optional, but display in required area.”

3 Format Display Within Text Field

Fields that require entry based on specific formats will display format within the text box. Example here is Social Security: The nine digit format is displayed by default. (E.g. ___-__-____). As soon as the user clicks on the text box to enter the information, this tip goes away.-----------Note: Please refer to the Data Matrix and Use Case Specifications for fields that can present format tips within text fields and the noted format fora each.

4 Date of Birth Field The use can enter the date within the text box. The system will validate the format if incorrect. See wireframe Date And Address Fields - Interactions for details.Only the Date of Birth date entry will not have a calendar feature. All other dates fields will have the ability to type in the date or select a date from a calendar feature.

5 Social Security, Date, Phone Fields

If user enters information in a different format such as (000)-000-0000 or 000.000.0000 for a phone number, the system will automatically format it to 000-000-0000. This logic also applies to social security number, date and phone entry fields. As long as required characters are entered, the system will automatically format the entry for the given field type.



Account SetupLogout






MI (Optional)

Pending

Country

Work Phone

First Name

Home Phone

Email Address

xxx-xxx-xxxx

State

Address Line 1


City ZIP

Last Name


Vehicle Name


___-__-____ mm/dd/yyyy

Date of Birth


United States

_____-____

___-___-____ ___-___-____

3

1

2

4

5

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Step 2: Enter Account Information - Account Owner’s Section (Continued)

This wireframe presents the additional fields that will be part of the Step 2 of the Create New Account Process - Account Owner’s Section.

Functional Notes

ID Element Description1 Optional Fields The optional fields for Account Owner’s section are presented here. This shows the

optional sub-section expanded based on user’s interaction.The fields in the wireframes have been grouped together based on similarity and relevance to the information entry process in order to enhance usability. These groupings are currently delineated by a horizontal line.-----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

2 Optional 1 and Optional 2 Fields (User Defined)

The names that the users gave these fields should display (and not “Optional 1” and “Optional 2”.

®Leave

Account Setup


Logout

ww

Alternate Address

Save for LaterCancel

Country

State

Address Line 1


City ZIP

Tax Exempt NumberIdentifi cation Number

Additional Phone Fax Number

Hide Optional Fields

United States

Account Details+ Pending

Authorization Limits+ Pending

Fleet Information+ Pending

Optional 1 (Client Defi ned) Optional 2 (Client Defi ned)

___-__-____ ___-__-____

_____-____

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

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Date And Address Fields - Interactions

mm/dd/yyyy

Expiration Date

I

Expiration Date

06/17/1985

Expiration Date

06/17/85

Expiration Date

Year should be 4 characterse.g. mm/dd/yyyy

mm/dd/yyyy

Expiration Date

Ù 2015 Ú

Ù JUNE Ú

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

CLK

06/17/1985

Expiration Date

mm/dd/yyyy

Expiration Date

Ù 1985 Ú

Ù JUNE Ú

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

CLK

CLK

Country

07000-0990

State

Address Line 1


City ZIP

United States

New Hampshire

New Jersey

New Mexico

N

New

123 Main Street

Alabama

Alaska

Arizona

State

New Hampshire

New Jersey

New Mexico

New

State

The wireframes presented on this page are the designs and the logic for the Date and Address Entry fields through out the form for Create New Account.

Functional Notes

ID Element Description

1 Date Entry Dates can either be entered manually by typing in the content or user can select the calendar option.

2 Date - Manual Entry User can click on the field and enter the date. The system should format the date as long as it meets the character format and limit rules. For example: If user enters 06171985 instead of 06/17/1985, the system should automatically display the text entry in the mm/dd/yyyy format.

If user forgets a character, then in-line validation will occur as soon as they take the focus off this field.

3 In-line Validation (Syntax Validation)

An error message will be displayed based on the field level, character length validation. -----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field, error messages and conditional display details.

4 Calendar Entry As a secondary option, user can select dates via a calendar. They can move through years and months within the calendar and then select a date.

5 Country Selection The country selection is moved to the top as the first address entry field so that the selection can drive the selection options for City and State. If user selects a country and enters all the information and then decides to change the country, then all the information entered for the first country selected will be lost.

Refer to the data matrix of how the field labels for State and Zip Code will change depending on the selection being United States or Canada.

6 City, State and Zip Fields

User can type in the value for City field.The State field is presented in a drop down. User can scan and navigate through the drop down list. The user can also enter a character and the drop down list will present options that begin with that character.User can type in the value for zip or postal code field.

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2

3

5

6

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Step 2: Enter Account Information - Address Modification Message



Account SetupLogout





Completed


MI (Optional)

Country

Work Phone

First Name

Home Phone

Email Address

xxx-xxx-xxxx

State

Address Line 1


City ZIP

Last Name


Vehicle Name

Social Security Number Date of Birth


United States

Account Owner’s address was modifi ed to match postal code standards. Please review the updated address.i

Jason

222-22-2222

1114 Avenue of the Americas

New York NY 10110-1100

333-333-3333 222-222-2222

[email protected]

01/01/1982

M Bourne

The wireframe presents the message that will appear when the system updates the zip code and or address fields entered by the user is updated as per the system requirements.

Functional Notes

ID Element Description1 Information

Updated MessageThis area presents a message about the address and/or zip code update done by the system. This message is displayed when the user clicks on the Continue button to move ahead to Step 3. Once user reviews the message and clicks on the Continue button again, Step 3: Review Information screen is presented. (Note: Validation rules apply whenever user clicks on the Continue button from Step 2. See upcoming wireframes for details about completing entire Step 2 page and validation designs)

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Step 2: Enter Account Information - Account Details Section



Account SetupLogout



Checks Valid Dollar Amount Checks Valid Number of Days (optional)

Expiration DateCycle Day

12 03/15/2017

Checks Required

Default Accounting CodeBusiness Unit (3)

2134

Project (4)

233

Index (3)

23633


Account Details

Account Owner’s Information+


Yes

English

Plastic Language

1 2 3 4

Completed

Pending


Comments (optional)

Comments for Default Accounting Code (optional)

0AIO8923

GL Expenses (8)Cost Center (5)

77734

This wireframe presents the layout and fields related to the Step 2 of the Create New Account Process - Account Details section.

Functional Notes


1 Account Owner’s Information

The user can chose to collapse this section or keep it open and expand the next section. In either case, once the user has entered all the required information, the status for required fields changes to ‘Completed’.

2 Account Details - Required Fields

This section presents all the fields that would be required for a selected product. Based on product type selection, relationship level controls and user’s entitlement, the system will know which of the fields to display in the required section (as previously described). The fields are grouped together based on relevance and association. The order of the fields presented in the wireframes is also relevant and important to the flow of information to be captured.Three text fields of equal width will be displayed per row. If the user enters more characters than the text field can display, then the text box will not extend. The system should allow the user to enter the needed characters as noted for each segment and the values will scroll left to right or right to left as the user clicks within the text box and highlights the characters.-----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

3 Default Accounting Code - Display and Search

The individual segments that make up the default accounting code are presented in this section. The label indicates the number of characters needed for data entry for that particular segment. (Example: Index (3)). There are some segments that have valid values. These values can also be reached. A search icon is presented next to the text box. The user can click on the search icon to access the search feature. Please see wireframe Step 2: Enter Account Information - Account Details Section - DAC Search for details.

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2

3

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Step 2: Enter Account Information - Account Details Section (Continued)

®Leave

Account Setup


Logout

Organization Name

2345345656786789

Authorized User Name

Temporary Authorization Date

05/26/2014

Start Date

08/29/2016

End Date

Authorization Limits

Fleet Information

+

+

Save For LaterCancel

Reporting Level

00234

Level 1

00234

Level 4

00234

Level 7

00234

Level 2

00234

Level 3

Level 5

00234

Level 6

00234


Search

MIFirst Name Last Name

Pending

Pending

Region Code (optional)

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

This wireframe presents the additional fields for the Account Details Section which is a part of Step 2 - Create New Account Process.

Functional Notes

ID Element Description1 Optional Fields The optional fields for Account Details section are presented here. This shows the

optional sub-section expanded based on user’s interaction.

The fields are grouped together based on relevance and association. The order of the fields presented in the wireframes is also relevant and important to the flow of information to be captured. -----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

2 Reporting Level Field Entry and Search

The reporting level fields are presented here. User can enter the data or chose to click search to look for the values. User clicks on the Search link and the Reporting Hierarchy search is presented. See wireframe Step 2: Enter Account Information - Account Details Section - Reporting Hierarchy Search for details.

There will be no functional changes to the existing search functionality for release 1.

1

2

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Step 2: Enter Account Information - Account Details Section - Default Accounting Code



Account SetupLogout



Checks Valid Dollar Amount Checks Valid Number of Days (optional)

Expiration DateCycle Day

12 03/15/2017

Checks Required

Default Accounting Code

2134

Project (4)

233

Index (3)


Account Details



Yes

English

Plastic Language

1 2 3 4

Completed

Pending

Comments (optional)

Cost Center (5)

77734 0AIO8923

GL Expenses (8)

Segment (#)

Segment (#) Segment (#) Segment (#)

Segment (#)

Business Unit (3)

23633

Segment (50)

Segment (#)

Comments for Default Accounting Code (optional)

CLK

This wireframe presents the layout and fields related to the Step 2 of the Create New Account Process - Account Details section. This wireframe shows another option of how the Default Accounting Code will be visualized in situations where the number of Segments exceed 12. The rest of the details for this page have already been illustrated in the previous pages.

Functional Notes

ID Element Description1 Default Accounting

Code - Display and Search

In this case the number of segments for the Default Accounting Code are more than 12 segments. When segments exceed more than 12 or 4 rows , then this section will remain static at this height and a scroll bar will display on the right. The user can interact with that particular scroll bar to view the rest of the segments.

2 Segment Search Icon This area illustrates the search field available in certain Default Accounting code segments. Once the user clicks on the search functionality available in the Default Accounting code segment, they will be taken to a Search page. See Wireframe Step 2: Enter Account Information - Account Details Section - DAC SearchThe functionality for segment search has not been modified.

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Step 2: Enter Account Information - Account Details Section - DAC Search



Create New Account


Account SetupLogout

Cost Center (5)

Value

Search for Valid Value

Back to Account Detai ls

Enter full or partial segment value and value descriptions, or leave blank to view all valid values. Then select the “Search” button.

DescriptionSearch Type

Begins with



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Managing Account Managing Account NameManaging Account ID PlasticProcessing HierarchyProduct1234-4321-23456-34567-6789Purchasing ****-****-****-6186 112095429954 BPS TEST LM C-CARD Yes

Search

The wireframe on this page presents the Default Accounting Search page the user will see, once they click on the search link present within the Default Accounting Code Segment under Step 2 - Enter Account Information - Account Details Section. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes

ID Element Description1 Step 1

SummaryThe processing hierarchy and related information is presented here as a reference.

2 Title This area presents the title of this Search page. The title and location will be consistent across all similar search pages.

Default AccountingCode SegmentSearch Title

This area has the name of the segment from which the search was invoked from the Default Accounting Code under Step 2 - Enter Account Information - Account Details Section.

Search fields This area has the fields within which the search criteria can be specified. The Functionality of the search has not been changed, but the wireframes have been adapted to fit into the experience.

Search button This area holds the search button. Once the user enters the search criteria, they will click on Search. The results are generated and presented within the Results section below.

6 Back To Account Details Button

This button will take the user back to the Step 2: Account Details section.

3

5

4

2

3

4

5

1

6

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Step 2: Enter Account Information - Account Details Section - DAC Search - Results



Create New Account


Account SetupLogout


Select Cost Center Value Description

❍ 91456 LA MKTG

91456 LA MKTG

91456 LA WEB MKTG

91456 LA WEB MKTG

91456 LA INSLS

91456 LA INSLS

91456 LA PRODDEV

91456 LA PRODDEV

91456 LA INT TRNG

91456 LA INT TRNG

❍ 91456 LA TRNG

91456 LA TRNG

91456 LA CLINT TRNG

91456 LA CLINT TRNG

91456 LA ADMIN

91456 LA ADMIN

91456 LA HR

91456 LA MAINT


Cost Center (5)

Value


Search Type

Begins with

Search

CLK

Results 1 to 25 of 100

Description

LA


Back to Account Detai ls Select Value

91456 LA MAINT

< Previous Next >1 | 2 | 3 | 4

All values that match your search criteria.Results


Functional Notes


User clicks on this button to run the search for the values entered within the criteria section. The results are presented within the Results section below.

Number ofSearch Results


Search Results This area displays the search results from the system. The user can select one of the search results options by clicking on the radio button.Please note the content presented is the same as in the current experience. Please refer to use case specifications for details regarding the search results logic and specifics. The content presented in the wireframe is to show an example for display only.

Pagination If there are more than 25 results, then pagination will be displayed. The results table will present information in sets of 25 results. User can click on Next to access the next set of 25 results or click on Previous to access the previous set of 25 results. Previous and Next will be disabled if there are no previous or next result set.< Previous 1 I 2 I 3 I 4 Next >The numeric values in between display the set of results, in breaks of 25. The set that the user is viewing is not hyperlinked but the other sets are hyperlinked and the user can click on then number directly to view that specific set of 25 results.

Select Value This button is now enabled (after results sets are displayed) and the user clicks on this button to add the value that they selected from the result set to Default Accounting Code section in Step 2. The user is taken to the Step 2: Enter Account Information: Account Details page once they click on this button, and the selected information is pre-populated within the related Default Accounting Code field.

1

2

3

5

4

3

4

5

1

2

33 / 71



Step 2: Enter Account Information - Account Details Section - DAC Search Results (Continued)



Account SetupLogout


1234-4321-23456-34567-6789Purchasing ****-****-****-6186 112095429954 BPS TEST LM C-CARD YesManaging Account Managing Account NameManaging Account ID PlasticProcessing HierarchyProduct


Create New Account


Account SetupLogout



❍ 91456 LA MKTG

91456 LA MKTG

91456 LA WEB MKTG

91456 LA WEB MKTG

91456 LA INSLS

91456 LA INSLS

91456 LA PRODDEV

91456 LA PRODDEV

91456 LA INT TRNG

91456 LA INT TRNG

❍ 91456 LA TRNG

91456 LA TRNG

91456 LA CLINT TRNG

91456 LA CLINT TRNG

91456 LA ADMIN

91456 LA ADMIN

91456 LA HR

91456 LA MAINT


Cost Center (5)

Value


Search Type

Begins with

Search

CLK

Results 125 to150 of 2000

Description

LA



91456 LA MAINT

< Previous Next >1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10



Functional Notes

ID Element DescriptionPagination If there are more than 25 results, then pagination will be displayed. The results table

will present information in sets of 25 results. User can click on Next to access the next set of 25 results or click on Previous to access the previous set of 25 results. Previous and Next will be disabled if there are no previous or next result set.< Previous 1 I 2 I 3 I 4 Next >The numeric values in between display the set of results, in breaks of 25. The set that the user is viewing is not hyperlinked but the other sets are hyperlinked and the user can click on then number directly to view that specific set of 25 results.

If there are more results, then this area will display access to 10 sets. If the results flow into more than 10 sets, the pagination numbers get updated once the user clicks on page 7 and so on until it presents the full set available.

This functionality is applicable to all search features.

1

1

34 / 71



Step 2: Enter Account Information - Account Details Section - DAC Search Results - No Results

Create New Account


Account SetupLogout




Cost Center (5)

Value


Search Type

Begins with

Search

Results 0 to 0 of 0

Description

LA




There are no results. Please adjust the search criteria and try again.



R214.40b44.0 col1 04-20-2015 16:51:43 CDT


Functional Notes

ID Element Description1 No Results If the search results do not generate any results, a message will be displayed. This

feature and message is applicable for all Search Result designs.

2 Select Position Button This button is disabled until results are generated and displayed.

1

2

35 / 71



Step 2: Enter Account Information - Account Details - DAC Search Results - Too Many Results



Account SetupLogout


1234-4321-23456-34567-6789Purchasing ****-****-****-6186 112095429954 BPS TEST LM C-CARD YesManaging Account Managing Account NameManaging Account ID PlasticProcessing HierarchyProduct




Cost Center (5)

Value


Search Type

Begins with

Search

Results 0 to 0 of 0

Description

LA




The search criteria has yeilded more than 2500 results. Please narrow search criteria and try again.



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

1


Functional Notes

ID Element Description1 Too Many Results This message is displayed if there are more than 2500 results. This feature and

message is applicable for all Search Result designs.

2 Select Position Button This button is disabled until results are generated and displayed.

2

36 / 71



Step 2: Enter Account Information - Account Details Section - Reporting Hierarchy Search



Create New Account


Account SetupLogout

Back to Account Detai ls

Search for Reporting Hierarchy Position- Select the hierarchy level you wish to locate, and enter any known or partial values, then search.



Bank: 1234

Hierarchy Level

Level 5

Level 1

Level 7

Level 3Level 2

Level 5 Level 6Level 4

Search

2

3

1

4

The wireframe on this page presents the Reporting Hierarchy Search page the user will see, once they click on the search link present under Reporting Level under Step 2 - Enter Account Information - Account Details SectionPlease note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes

ID Element Description1 Step 1

SummaryThe processing hierarchy and related information is presented here as a reference.


Bank The Bank value is inherited from the processing hierarchy and presented here.

Search fields This area has the fields within which the search criteria can be specified. The Functionality of the search has not been changed, but the wireframes have been adapted to fit into the experience.

Search button This area holds the search button. Once the user enters the search criteria, they will click on Search. The results are generated and presented within the Results section below.

Back To Account Details Button

This button will take the user back to the Step 2: Account Details section.

2

3

5

1

6

3

5

4

6

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Step 2: Enter Account Information - Account Details Section - Reporting Hierarchy Search (Continued)



Create New Account


Account SetupLogout

Back to Account Detai ls Select Posi t ion

Search for Reporting Hierarchy Position

ResultsAll positions that match your search criteria.

Select Bank Level 1 Level 2 Level 3 Level 4 Level 5 Level 6 Level 7

Select the hierarchy level you wish to locate, and enter any known or partial values, then search.


Bank: 1234

Hierarchy Level

Level 5

Level 1

Level 7

Level 3

32

Level 2

Level 5 Level 6Level 4

SearchCLK

1234 1432 75448 3234 3356 3423

1234 1432 75448 3234 3356 3423

1234 1432 75448 3234 3356 3423

1234 1432 75448 3234 3356 3423

1234 1432 75448 3234 3356 3423

1234 1432 75448 3234 3356 3423

< Previous Next >1

Results 1-6 of 6

The wireframe on this page presents the Reporting Hierarchy Search page the user will see, once they click on the search link present under Reporting Level under Step 2 - Enter Account Information - Account Details Section. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes


User clicks on this button to run the search for the values entered within the criteria section. The results are presented within the Results section below.

2 Number ofSearch Results


Search Results This area displays the search results from the system. The user can select one of the search results options by clicking on the radio button.Please note the content presented is the same as in the current experience. Please refer to use case specifications for details regarding the search results logic and specifics. The content presented in the wireframe is to show an example for display only.

4 Pagination If there are more than 25 results, then pagination will be displayed. The results table will present information in sets of 25 results. User can click on Next to access the next set of 25 results or click on Previous to access the previous set of 25 results. Previous and Next will be disabled if there are no previous or next result set.< Previous 1 I 2 I 3 I 4 Next >The numeric values in between display the set of results, in breaks of 25. The set that the user is viewing is not hyperlinked but the other sets are hyperlinked and the user can click on then number directly to view that specific set of 25 results.

5 Select Position This button is now enabled (after results sets are displayed) and the user clicks on this button to add the position that they selected from the result set to Reporting Hierarchy in Step 2. The user is taken to the Step 2: Enter Account Information: Account Details page once they click on this button, and the selected information is pre-populated within the related Reporting Hierarchy field.

6 Back Button The user clicks on this button and is taken back to the Step 2: Enter Account Information: Account Details screen, with the Reporting Hierarchy section being presented. If a result is selected, it is not carried over back to the Reporting Hierarchy section.

1

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4

5

1

2

6

3

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Step 2: Enter Account Information - Authorization Limits Section





Account SetupLogout


Access Online®

Account Credit Limit

xxx-xxx-xxxx$4500


Authorization LimitsRequired Fields (unless mentioned as optional)

Account Details


+


Fleet Information+


Pending

Completed

Completed

Pending

Leave Account Setup

Logout

Comments (optional)

Cont inue





R214.40b44.0 col1 04-20-2015 16:51:43 CDT

This wireframe presents the layout and fields related to the Authorization Limits section which is a part of Step 2 - Create New Account Process.. Functional Notes


1 Account DetailsInformation

The user can chose to collapse this section or keep it open and expand the next section. In either case, once the user has entered all the required information, the status for required fields changes to Complete.

2 Authorization Limits - Required Fields

Account Credit Limit field would be displayed, with the max credit limit displayed based on controls defined a the relationship level. The user can edit this field.-----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

1

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Step 2: Enter Account Information - Authorization Limits (Optional Fields)



Account SetupLogout



Refer to limits based on Managing Account


Single Purchase LimitVelocity LimitsMerchant Authorization Controls

xxx-xxx-xxxx$4500

Single Purchase Limit % Cash (0-100)

xxx-xxx-xxxx0 xxx-xxx-xxxx0

Velocity Limits


Additional Credit Limits

Daily Dollar Amount Daily Transaction Limit

xxx-xxx-xxxx0 0

Cycle Dollar Amount

0

Cycle Transaction Limit

0



Account Details


+

Monthly Dollar Amount

0

Monthly Transaction Limit

0

Pending

Completed

Completed

Comments (optional)

1

This wireframe presents the additional fields for the Authorization Limits Section, which is a part of Step 2 - Create New Account Process.. Functional Notes

ID Element Description1 Optional Fields The optional fields for Account Details section are presented here. This shows the

optional sub-section expanded based on user’s interaction.

The fields are grouped together based on relevance and association. The order of the fields presented in the wireframes is also relevant and important to the flow of information to be captured.-----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

40 / 71



Step 2: Enter Account Information - Authorization Limits (Optional Fields - Continued)



Account SetupLogout



Merchant Authorization Control : Existing Controls

MCCG12

Control

Custom

Type

Approve

Authorization action

view

Action

40

Single Purchase limit

Add control

Fleet Information+

Custom Velocity Limits

Other Dollar Amount Other Transaction Limit

xxx-xxx-xxxx 0

Save for laterCancel

mm/dd/yyyy

mm/dd/yyyy

Pending

Account Refresh ( End Date I Refresh Cycle )

Account Refresh Start Date

Quarterly Dollar Amount Quarterly Transaction Limit

xxx-xxx-xxxx 00

Yearly Dollar Amount

0

Yearly Transaction Limit

0

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

CLK

This wireframe presents the additional fields for the Authorization Limits Section, which is a part of Step 2 - Create New Account Process.. Functional Notes

ID Element Description1 Add Control Link The user clicks on this link and the Add Merchant Authorization Control page is

presented. See wireframe Step 2: Enter Account Information - Authorization Limits - Add MA Control for details.

2 Account Refresh (End Date I Refresh Cycle)

The user has the option to either select an Account Refresh Date or Refresh Cycle. By default, the End Date text box is presented. User can click on the Refresh Cycle link to switch the option to Refresh Cycle. See data matrix for field details.If user enters information for End Date and then switches to Refresh Cycle and then switches back to End Date, the End Date information entered will not be preserved and same holds true for Refresh Cycle. The system will only validate the field that is being displayed.

1

2

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Step 2: Enter Account Information - Authorization Limits - Add MA Control



Account SetupLogout



Add Merchant Authorization Control

Return to Author izat ion Limits Add Control



Merch Auth Control

xxx-xxx-xxxx

Authorization Action

Open

Refer to Managing Account Merchant Authorization Controls

Yes

Required Fields

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque.i



Account SetupLogout




Add Control

xxx-xxx-xxxx


Refer to Managing Account MAC

Merchant Authorizaton Control



Required Fields

Return to Author izat ion Limits

R214.40b44.0 col1 04-20-2015 16:51:43 CDT

This wireframe presents the Add Merchant Authorization Control page. The flow of this feature has been updated to streamline the experience, however the functionality exists the same as in the current experience.

Functional Notes

ID Element Description1 Create New Account

TitleThe Create New Account title is displayed here. Add Control is a sub-workflow within the Create New Account workflow, thus to keep it distinct from the parent workflow, the step indicator and Saved Templates link are not displayed.

2 Processing Hierarchy Information/Default Product Settings Summary

The processing hierarchy information is displayed here as reference.

3 Page Title The title of the feature, in this case, Add Merchant Authorization Control is presented here.

4 Required Fields The layout has been redesigned to provide the user with the option to enter all the key information required to set Add a Control is one section rather than going through a wizard process as within the current experience. The user can enter a MAC control number, Authorization Action and Refer to Managing Account MAC. These fields are required to Add an Control.------Please refer to the data matrix and use case specifications document for all field and logic specifics.

5 Search For A Control Icon

The user clicks on this icon to search for a control. The Search and Select MAC screen is presented. See wireframe Step 2: Enter Account Information - Authorization Limits - Add MA Control - Search MAC for details.

6 Return to Authorization Limits

The user clicks on this button to exit the search feature and return to Step 2: Authorization Limits section. The optional fields section will be expanded and the Merchant Authorization Control section will be displayed.

7 Add Control The user clicks on this button to add the control. The field entries are validated. If one or the fields are missing an entry, then an error message is displayed. If all the fields pass the validation criteria, then the user is taken back to the Merchant Authorization Control section in Step 2 and the new control is displayed.

8 Error Message The error message is displayed at the top of the page. The fields that encounter the error are highlighted. In this example, the user did not enter a MAC but entered info for the other two fields. User can enter the needed information, click on Add Control and be taken back to the Merchant Authorization Control section in Step 2 and the new control is displayed.

1

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3

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5

6 7

8

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Step 2: Enter Account Information - Authorization Limits - Add MA Control - Search MAC



Account SetupLogout



Search & Select Merchant Authorization ControlSearch for a Merchant Authorization Control by name or description. Leave the fi elds blank to view all available Merchant Authorization Controls

Control Name

xxx-xxx-xxxx

Description

xxx-xxx-xxxxor

Select Control



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Search

Return to Add MAC

Results

Control

MCCG13

MCCG14

MCCG15

Description

--

--

--

Type

Custom

Custom

Custom

Action

Details

Details

Details

Results 1-3 of 3

< Previous Next >1

This wireframe presents the Search MAC page within the new Create New Account experience. There are no changes in functionality of this feature. Some minor flow and design updates have been made to incorporate it into the new experience.

Functional Notes

ID Element Description1 Search Criteria This section displays the search criteria. User enters Control Name or Description and

clicks on the Search button. The results are displayed below in the results section. There are no changes in the functionality of this search feature.

2 Results The results are displayed here. The user can select a specific control by clicking on the radio button. Please note the content presented is the same as in the current experience. Please refer to use case specifications for details regarding the search results logic and specifics. The content presented in the wireframe is to show an example for display only.-------------------The result set displays the number of results (Results 1 - 3 of 3) and a pagination scheme is also presented at the bottom of the table. This is a placeholder to show the pagination design if more than 25 results are displayed.Pagination will only be displayed if there more than 25 results. 25 results will be presented at a time and the user can paginate through the result set using the < Previous and Next > links, along with the number of sets presented in the center. < Previous 1 2 3 4 Next >

3 Details The user clicks on the Details link and a pop-up is presented. See wireframe Step 2: Enter Account Information - Authorization Limits - Add MAC - Search MAC - MAC Details.

4 Return to Add MAC Button

The user clicks on this button to exit the search screen. If any result is selected, it is not saved or carried over to the destination screen. The user is taken to the Step 2: Enter Account Information - Authorization Limits - Add MA Control screen.

5 Select Control Button The user clicks on this button and the selected result is saved and pre-populated in the destination screen. The user is taken to the Step 2: Enter Account Information - Authorization Limits - Add MA Control screen.

1

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4 5

2

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Step 2: Enter Account Information - Authorization Limits - Add MAC - Search MAC - MAC Details



Account SetupLogout



Search & Select Merchant Authorization Control

Search for a Merchant Authorization Control by name or description. Leave the fi elds blank to view all available Merchant Authorization Controls

Control Name

xxx-xxx-xxxx

Description

xxx-xxx-xxxxor

Select Control



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Search

Return to Author izat ion Limits

1

Results

Control

MCCG13

MCCG14

MCCG15

Description

--

--

--

Type

Custom

Custom

Custom

Action

Details

Details

Details

Results 1-3 of 3

< Previous Next >1

Merchant Authorization Control Details

MCCG13Control Name

--Description

CustomType

7338, 7394, 7393MCC Field 1

MCC Field 2

MCC Field 3--

--MCC Field 4

MCC Field 5

--

--

This wireframe presents the MAC Details page within the new Create New Account experience. There are no changes in functionality of this feature. Some minor flow and design updates have been made to incorporate it into the new experience.

Functional Notes

ID Element Description1 Merchant Authorization

Control DetailsThe specific MAC details are presented in a pop up window and the rest of the page becomes modal. The details are read only. If the user clicks anywhere outside the window, no action will take place.

2 Close Icon The user clicks on this icon to close the window. The page goes back to it’s original state.

1

2

44 / 71



Step 2: Enter Account Information - Authorization Limits - Add MA Control (Populated)



Account SetupLogout




Return to Author izat ion Limits Add Control

Merch Auth Control

xxx-xxx-xxxx


Open

Refer to Managing Account MAC

Yes

MCCG13

Required Fields



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

This wireframe presents the MAC Details page within the new Create New Account experience. There are no changes in functionality of this feature. Some minor flow and design updates have been made to incorporate it into the new experience.

Functional Notes

ID Element Description1 Merchant Authorization

Control DetailsThe selected MAC is presented in within the MAC field. The user enters the information for Authorization Action and Refer to Managing Account MAC.

2 Add Control Button The user clicks on this button to add the control. As noted in earlier wireframes, it goes through a validation process. Once validated, the Merchant Authorization Controls section is presented, within Step 2 of the Create New Account process.

3 Return to Authorization Limits Button

The user clicks on this button to exit the Add Control process and return back to the Authorization Limits section in Step 2. The user is taken back to Step 2: Enter Account Information: Authorization Limits screen with MAC control section being presented.

1

23

45 / 71



Step 2: Enter Account Information - Authorization Limits - MAC: Existing Controls - Updated



Account SetupLogout



Merchant Authorization Control

MCCG12

Control

Custom

Type

Approve


view

Action

40


: Existing Controls

Add control

Fleet Information+


Pending


xxx-xxx-xxxx 00


0


0

Cont inue

MCCG13 CustomOpen view40



R214.40b44.0 col1 04-20-2015 16:51:43 CDT



xxx-xxx-xxxx 0

mm/dd/yyyy

mm/dd/yyyy



This wireframe presents the updated Merchant Authorization Controls section.

Functional Notes

ID Element Description1 New MAC Added The new MAC is presented within the existing controls list.

1

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Step 2: Enter Account Information - Authorization Limits (Contextual Help Example)



Account SetupLogout






xxx-xxx-xxxx$4500


xxx-xxx-xxxx0 xxx-xxx-xxxx0

Velocity Limits




xxx-xxx-xxxx0 0

Cycle Dollar Amount

0


0




Account Details


+


0


0

i

Account Credit LimitSed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudan-tium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi

i

Velocity Limits

Daily Dollar LimitSed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi Sed ut

% CashSed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi Sed ut

Daily Transaction LimitSed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi Sed ut

Cycle Dollar AmountSed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi Sed ut

Cycle Transaction LimitSed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi Sed ut

CLK

i

Pending

Completed

Completed

Comments (optional)

This wireframe presented here shows and example for the design and the logic for the Contextual help that will be associated with fields all through the form as and when necessary.

Functional Notes

ID Element Description1 Contextual Help Icon The icon will be presented next to the field label. This screen is used to show an

example of the contextual help interactions.Note: Updates to Data Matrix detailing which fields will have contextual help buttons are pending.

2 Field Level Contextual Help

The user can click on the help icon. A small panel is displayed with the help information for that given field. User can click anywhere outside the box or on the “x” on the top right to close the panel.

3 Group Level Contextual Help

The user can click on the help icon. A panel is displayed with the help information. Since this help is for a set of fields, each field help info is listed. The panel will be of a fixed height. If more help content is displayed then can be show, then a scroll bar will be available for the user to navigate through the text.User can click anywhere outside the box or on the “x” on the top right to close the panel.

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2

3

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Step 2: Enter Account Information - Fleet Information



Leave Account Setup

Logout


Access Online®




Account Details


+

Fleet Information

+



Driver Number

000000

Assigned Vehicle

Search

Vehicle Number

000000

Assigned Driver

Search I Create Vehicle

Search

Search I Create Driver

Pending

In Progress

Completed

Completed

Leave Account Setup

Logout

Comments (optional)

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT



2

This wireframe presents the layout and required fields related to the Fleet section which is a part of Step 2 - Create New Account Process.

Functional Notes


1 Authorization LimitsInformation

The user can chose to collapse this section or keep it open and expand the next section. In either case, once the user has entered all the required information, the status for required fields changes to complete.

2 Fleet - Required Fields This section presents all the fields that would be required for a selected product. Based on product type selection and relationship level controls, some of these fields might not be relevant and not displayed or might be optional. If any of these fields are optional for certain product types, then the fields in question will be displayed in the optional section. The fields are grouped together based on relevance and association. The order of the fields presented in the wireframes is also relevant and important to the flow of information to be captured. -----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

3 Vehicle Search Link The user clicks on this link and is taken to the Vehicle search page. See wireframe Step 2: Enter Fleet Information - Search and Select Vehicle for details.

4 Create Vehicle Link The user clicks on this link and is taken to the Create Vehicle page. See wireframe Step 2: Enter Fleet Information - Create Vehicle for details.

5 Assigned Driver Search Link

The user clicks on this link and is taken to the Driver search page. See wireframe Step 2: Enter Fleet Information - Search and Select Driver

6 Driver Search Link The user clicks on this link and is taken to the Driver search page. See wireframe Step 2: Enter Fleet Information - Search and Select Driver

7 Create Driver Link The user clicks on this link and is taken to the Create Driver page. See wireframe Step 2: Enter Fleet Information - Create Driver for details.

8 Assigned Vehicle Link The user clicks on this link and is taken to the Vehicle search page. See wireframe Step 2: Enter Fleet Information - Search and Select Vehicle for details.

1

3 4

5

76

8

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Step 2: Enter Account Information - Fleet Information (Optional Fields)

This wireframe presents the optional fields for the Fleet Section, which is a part of Step 2 - Create New Account Process.

Functional Notes

ID Element Description1 Optional Fields The optional fields for Fleet section are presented here. This shows the optional sub-

section expanded based on user’s interaction.

The fields are grouped together based on relevance and association. The order of the fields presented in the wireframes is also relevant and important to the flow of information to be captured. -----------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

2 Assigned List of Drivers Search Link

The user clicks on this link and is taken to the Drivers List search page. See wireframe Step 2: Enter Fleet Information - Search and Select Driver List for details.

3 Assigned List of Vehicles Search Link

The user clicks on this link and is taken to the Vehicle List search page. See wireframe Step 2: Enter Fleet Information - Search and Select Vehicle List for details.

1



Account SetupLogout







Account Details


+

Fleet Information

+

Prompts

No Prompt

Search

Assigned List of Drivers

Search

Assigned List of Vehicles

Driver Number

0000000

Assigned Vehicle

Search

Vehicle Number

0000000

Assigned Driver


Search


In Progress

Pending

Completed

Completed

Comments (optional)

1

2

3

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Step 2: Enter Account Information - Fleet Information - Optional Fields (Continued)

Create New Account 1 2 3 4


Account SetupLogout


Exceptions Reported

Yes

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

This wireframe presents the rest of the additional fields for the Fleet Section which is a part of Step 2 - Create New Account Process.

50 / 71



Step 2: Enter Fleet Information - Search and Select Driver



Account SetupLogout



Search and Select Driver

Driver Number

xxx-xxx-xxxx

Driver Status

All

Driver Name

xxx-xxx-xxxx

Driver License #

xxx-xxx-xxxx

Search

Results


CLK


Driver Number Name Driver Status License State Driver’s License Number Processing Hierarchy

003299 Doug Allen Active -- 00000000000000000 3757 3475 15367















Back To Fleet Informat ion Select Dr iver



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

2

5

1

4

3

6

7

The wireframe on this page presents the Search and Select Driver page. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes

ID Element Description1 Processing Hierarchy

Information/Default Product Settings Summary



3 Search Fields This area has the fields within which the search criteria can be specified. The Functionality of the search has not been changed, but the wireframes have merely been adapted to the new version.

4 Search Button User clicks on this button to run the search for the values entered within the criteria section. The results are presented within the Results section below.

5 Results Area This area displays the search results from the system. The user can select one of the search results options by clicking on the radio button.Please note the content presented is the same as in the current experience. Please refer to use case specifications for details regarding the search results logic and specifics. The content presented in the wireframe is to show an example for display only.




8 Back to Fleet Information Button

The user clicks on this button to exit the search screen. If any result is selected, it is not saved or carried over to the destination screen. The user is taken to the Step 2: Enter Account Information - Fleet Information.

9 Select DriverButton

The user clicks on this button and the selected result is saved and pre-populated in the destination screen. The user is taken to the Step 2: Enter Account Information - Fleet Information.

8 9

51 / 71



Step 2: Enter Fleet Information - Search and Select Vehicle



Account SetupLogout



Search and Select Vehicle

Vehicle Number

xxx-xxx-xxxx

Vehicle Status

All

Vehicle Year

xxx-xxx-xxxx

Vehicle Make

xxx-xxx-xxxx

Search

Results


CLK


Back To Fleet Informat ion Select Vehic le

Vehicle Model

xxx-xxx-xxxx

License Plate #

xxx-xxx-xxxx

162510 2005 Ford F150 Active CA Z33KD 3757 3475 15367

Vehicle Number Year Make Model Vehicle Status License State License Plate # Processing Hierarchy
















R214.40b44.0 col1 04-20-2015 16:51:43 CDT


2

5

1

4

3

6

7

The wireframe on this page presents the Search and Select Vehicle page. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes













9 Select VehicleButton


8 9

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Step 2: Enter Fleet Information - Search and Select Driver List



Account SetupLogout



Search and Select Driver List

Search

Results


CLK


Back To Fleet Informat ion Select Dr iver List

Driver List Name

xxx-xxx-xxxx

Lorem Ipsum 003299 Doug McReynolds Active CA 00000000000000000 3757 3475 15367

List Name Driver Number Name Driver Status License State Driver License Number Processing Hierarchy
















R214.40b44.0 col1 04-20-2015 16:51:43 CDT


2

5

1

4

3

6

7

The wireframe on this page presents the Search and Select Driver List page. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience. Functional Notes













9 Select Driver ListButton


8 9

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Step 2: Enter Fleet Information - Create Vehicle



Account SetupLogout



Create Vehicle

Back To Fleet Informat ion Save Vehic le



R214.40b44.0 col1 04-20-2015 16:51:43 CDT



Vehicle Number

Description

Vehicle Identifi cation Number

Vehicle Year

xxx-xxx-xxxx

Vehicle Make

xxx-xxx-xxxx

Vehicle Model

xxx-xxx-xxxx

Vehicle Information

The wireframe on this page presents the Create Vehicle page.Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience. Functional Notes




2 Page Title This area presents the title of this page. The title and location will be consistent across all similar pages.

Vehicle InformationSection

This area has the fields within which the required Vehicle Information has to be entered .The Functionality of this page has not been changed, but the wireframes have merely been adapted to the new version.

Required Fields As per the new design, the information on this page also has been divided into required and optional fields. This area on the wireframe holds all the required information under Create Vehicle.

Optional Fields This area on the wireframe holds all the optional information under Create Vehicle. This section is hidden by default. The user will click on the link “Show Optional Fields” to view the optional fields.

Back To Fleet Information Button

The user clicks on this button to exit the Create Vehicle screen and return back to Step 2: Enter Account Information: Fleet Information. If the user has entered data in any of the text fields, it will not be saved.

Save Vehicle Button The user clicks on this button to save the new vehicle information. The information is saved and the user is taken to Step 2: Enter Account Information: Fleet Information.

4

3

5

6

7

2

1

4

3

76

5

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Step 2: Enter Fleet Information - Create Vehicle (Optional Fields)



Account SetupLogout



Create Vehicle



Vehicle Number

Description

Vehicle Identifi cation Number

Vehicle Year

xxx-xxx-xxxx

Vehicle Make

xxx-xxx-xxxx

Vehicle Model

xxx-xxx-xxxx

License Expiration Date

mm/dd/yyyy

Vehicle Status

Active

Vehicle Information

Additional Vehicle Information

License Tag Number

Country Issued

State/Province Issued

Exception TrackingExceptions Reported

Yes

Time of Day: Begin Time of Day: End

Fuel Unit Type

Gallon

Fuel Type: High Fuel Type: Low

Select Select

The wireframe on this page presents the Create Vehicle page.Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes

ID Element Description1 Optional Fields This area presents all the optional information under Create Vehicle. This section is

hidden by default. The user will click on the link “Show Optional Fields” to view the optional fields. The Functionality of this page has not been changed, but the wireframes have merely been adapted to the new version.

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Step 2: Enter Fleet Information - Create Vehicle - Optional Fields (Continued)



Account SetupLogout





R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Max. Tank Capacity Miles/Gallon: High Miles/Gallon: Low

Service Type

No Exceptions

Number of Fills/Day Max. Unit Price Max. Dollars/Transactions

Weekend Exceptions

No Restrictions

Back To Fleet Informat ion Save Vehic le

1

The wireframe on this page presents the Create Vehicle page.Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes



56 / 71



Step 2: Enter Fleet Information - Create Driver



Account SetupLogout



Create Driver

Back To Fleet Informat ion Save Driver



Driver Number

Driver License Number

Driver Name

Driver Information



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

2

1

4

3

7 6

5

The wireframe on this page presents the Create Driver page.Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes




2 Page Title This area presents the title of this page. The title and location will be consistent across all similar pages.

Driver InformationSection

This area has the fields within which the required Driver Information has to be entered .The Functionality of this page has not been changed, but the wireframes have merely been adapted to the new version.

Required Fields As per the new design, the information on this page also has been divided into required and optional fields. This area on the wireframe holds all the required information under Create Driver.

Optional Fields This area on the wireframe holds all the optional information under Create Driver. This section is hidden by default. The user will click on the link “Show Optional Fields” to view the optional fields.

Back To Fleet Information Button

The user clicks on this button to exit the Create Driver screen and return back to Step 2: Enter Account Information: Fleet Information. If the user has entered data in any of the text fields, it will not be saved.

Save Driver Button The user clicks on this button to save the new driver information. The information is saved and the user is taken to Step 2: Enter Account Information: Fleet Information.

4

3

5

6

7

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Step 2: Enter Fleet Information - Create Driver - Optional Fields



Account SetupLogout



Create DriverRequired Fields (unless mentioned as optional)

License Expiration Date

mm/dd/yyyy

Driver Status

Active

Additional Driver Information

Country Issued

State/Province Issued

Exception TrackingExceptions Reported

Yes

Time of Day: Begin Time of Day: End

Service Type

No Restrictions

Weekend Exceptions

No Restrictions


Driver Number

Driver License Number

Driver Name

Driver Information

Back To Fleet Informat ion Save Driver



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

1

The wireframe on this page presents the Create Driver page.Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes



58 / 71



Step 2: Enter Fleet Information - Search and Select Vehicle List



Account SetupLogout





Account SetupLogout


Search and Select Vehicle List

Search

Results


CLK


Back To Fleet Informat ion Select Vehic le List

Vehicle List Name

xxx-xxx-xxxx

Lorem Ipsum 003299 2010 FORD Hatchback Active LWD02948 9283748392RD2 0922-3232-23232














List Name Vechicle Number Year Make Model Vehicle Status License State License PlateNumber

Processing Hierarchy



R214.40b44.0 col1 04-20-2015 16:51:43 CDT


2

1

3

4

6

7

8

5

The wireframe on this page presents the Search and Select Vehicle List page. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

Functional Notes













9 Select Vehicle ListButton


9

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Step 2: Enter Fleet Information - Search and Select Pool



Account SetupLogout





Account SetupLogout


Search and Select Pool

Driver Number

xxx-xxx-xxxx

Driver Status

All

Driver Name

xxx-xxx-xxxx

Driver License #

xxx-xxx-xxxx

Search

Results


CLK


Driver Number Name Driver Status License State Driver’s License Number Processing Hierarchy















Back To Fleet Informat ion Select Dr iver



R214.40b44.0 col1 04-20-2015 16:51:43 CDT


The wireframe on this page presents the Search and Select Pool page. Please note that the search functionality has not changed from what exists today. It will remain the same. This screen is redesigned to fit into the look and feel of the Create New Account experience.

60 / 71



Step 2: Enter Account Information - All Required Fields Complete





Account SetupLogout





Account Details


+

Fleet Information

+


Save for LaterCancel Cont inue

Driver Number

0000000

Assigned Vehicle

Search

Vehicle Number

0000000

Assigned Driver


Search


0000000

0000000

Completed

Completed

Completed

Completed

Comments (optional)

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT



This wireframe presents an example when all the required fields have been entered by the user and the status for each section displays Complete.

61 / 71



Step 2: Enter Account Information - Validation





Account SetupLogout



Account SetupLogout






xxx-xxx-xxxx$4500


xxx-xxx-xxxxxxx-xxx-xxxx 00

Velocity Limits




xxx-xxx-xxxx0 0




Account Details


+

Pending

Completed

Completed

Comments (optional)

Daily Transaction Limit can’t exceed Daily Dollar Amount. Please correct.

Daily Transaction Limit can’t exceed Single Purchase Limit. Please correct.

Cycle Transaction Limit can’t exceed Cycle Dollar Amount. Please correct.

Monthly Transaction Limit can’t exceed Monthly Dollar Amount. Please correct.

i

Daily Transaction Limit can’t exceed Daily Dollar Amount or Single Purchase Limit. Please correct.

1

2

This wireframe presents the validation message at a section level and the filed level that appear once the user clicks on the Continue at the bottom of the page.

Functional Notes

ID Element Description1 Error Messages (Page/

Section Level)If a validation on this screen returns error messages, they are displayed at the respective section level. The placement is at the top of the section. Each section that contains an error message is open by default. All the error messages belonging to that section are displayed together. This screen displays an example of a semantic plus syntax validation. See Data Matrix and Use Case Specifications for details.

2 Field Error Display Fields related to the error messages are highlighted in red and are made bold. If there are field level messages to be displayed, then the error messages are highlighted in red and are also written below the field.If the field belongs in the optional sub-section, then the optional section is automatically expanded.Along with being part of the semantic validation, this can also be an example of a standalone syntax validation.See Data Matrix and Use Case Specifications for details.

62 / 71



Step 2: Enter Account Information - Validation (Continued)



Account SetupLogout


1234-4321-23456-34567-6789Purchasing ****-****-****-6186 112095429954 BPS TEST LM C-CARD Yes1 2 3 4

®Leave

Account SetupLogout

Merchant Authorization Control: Exisitng Controls

MCCG12

Control

Custom

Type

Approve


view

Action

40


Add Control


Fleet Information+ Pending


xxx-xxx-xxxx 00


0


0

Cont inue



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Cycle Dollar Amount

0


0


0


0

Cycle Transaction Limit can’t exceed Cycle Dollar Amount. Please correct.

Monthly Transaction Limit can’t exceed Monthly Dollar Amount. Please correct.



xxx-xxx-xxxx 0

mm/dd/yyyy

mm/dd/yyyy



1

This wireframe is a continuation of the previous page.

Functional Notes

ID Element Description1 Continue Button Upon clicking on this button, the system runs a validation check at various levels

across the section. If validation rules fail, error messages are displayed. If validation is cleared, then the user is taken to Step 3 - Review Information.

Note: Please refer to the use case specifications document for rules around validation.

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Step 2: Enter Account Information - Edit Processing Hierarchy/Managing Account Info





Account SetupLogout


xxx-xxx-xxxx$4500

Credit Limits




Account Details


+

Completed

Completed



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Pending

Fleet Information+


Pending



Cont inue

Edit Default Account Settings

Cont inue

Are you sure you want to edit Account Setting Details ?

Changing information in this section will result in loss of all information entered so far and a new application form will be presented.

CLK

Save for Later

This screen is out of scope for Phase 1 and will not be presented. The Edit functionality is TBD and will be revisited in Phase 2.

64 / 71



Step 2: Enter Account Information - Cancel


1234-4321-23456-34567-6789Purchasing ****-****-****-6186 112095429954 BPS TEST LM C-CARD YesManaging Account Managing Account NumberManaging Account ID PlasticProductProduct Agent Company

1234 Purchasing 0000 0000 ****-****-****-0000 112095429954 4798264556016186, BPS TEST LM C-CARD Yes, With PIN



Account SetupLogout


xxx-xxx-xxxx$4500

Credit Limits

Cont inue




Account Details


+

Completed

Completed

Pending

Fleet Information+




R214.40b44.0 col1 04-20-2015 16:51:43 CDT

Pending



CLK

Comments (optional)

Leave Create New Account Process

Leave Account Set up

You are about to cancel and leave the Create New Account Process.All the information entered so far will be lost.

You can choose to save the application in progress and access it at a later time.

You can also choose to start a new create account application.

Save For Later Create New Account

2

3

This wireframe displays the confirmation message when user clicks on the “Cancel” button.

Functional Notes

ID Element Description1 Cancel Button The user clicks on this button. A confirmation message is presented and the rest of

the screen becomes modal.

2 Leave Create New Account Process Message

A confirmation message is displayed conveying to the user that they will be leaving the Create Account Process and all the information entered so far will be lost. It also provides the message around the ability to save this application for a later access or creating a new account.---Refer to Content Matrix for message details.

3 Leave Account Set Up Button

The user clicks on this button to leave the Create New Account process. They are taken to the page where they accessed the Create New Account link from.

4 Close Icon The user clicks on this icon to close this message. The Define Product Settings screen becomes enabled and all the information entered is preserved.

5 Save For Later User has the option to Save the current in progress application to be utilized at a later time. If the key required information has been entered, then the application is saved and user is taken to the Active Work Queue screen. If the key required information is not entered, then this message closes, the screen becomes active and the system presents an error message, highlighting the fields that are required to be entered for this application to be saved for later.User enters the information, clicks on the Save For Later button again, which is presented at the bottom of the page and the application is saved. User is taken to the Active Work Queue screen.

6 Create New Account Button

The user clicks on this button. The data entered during the current create new account process does not get saved. User is taken to Step 1 of the create new account process to begin setting up another account.

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5

6

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Step 3: Review Information

Create New Account Saved Templates1 2 3 4


Account SetupLogout

3. Review Information

Account Owner’s InformationEnter Account Information

Name

Address

Work Phone

Home Phone

Email

000-000-0000

000-000-0000

00000000

000-000-0000

000-000-0000

000-000-0000

000-000-0000

[email protected]

000000000

100 Main St.Apt. 34New York, NY 10005

Bourne, Jason M

000-00-0000

07/17/1985


Date of Birth

Alternate Phone

Fax Number

Tax Exempt Number

Identifi cation Number

100 Main St. Apt. 202New York, NY 10008

Alternate Address

Authorization to obtain/decline credit informationYes, allow credit score access

Edit

CommentsSed ut perspiciatis unde omnis iste natus error sit vo-luptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et qua-si architecto

Lorem IpsumVehicle Name

Card Holder CategoryHeavy Traveler

Optional 1 (Client defi ned)

Optional 2 (Client defi ned)

Processing Hierarchy1234-4321-23456-34567-6789

ProductPurchasing

Managing Account****-****-****-6186

Managing Account ID112095429954

Managing Account NameBPS TEST LM C-CARD

PlasticYes

Defi ne Product Settings Edit

The wireframe presents the layout and fields related to ‘Step 3 : Review’ section of Create Card Holder Account Process. The user is presented with this page upon completion of all required fields on Step 2. The goal of this page is for the user to review the fields that they entered data for. This page is view only, with the option to Edit as needed. Note: For the purpose of this design, all the field labels and place holder values have been displayed.

Functional Notes

ID Element Description1 Step Indicator This visual represents the steps that the user will walk through and the progress so far

completed towards the create new account process. The current step is highlighted as a visual cue for the user. (Step 3)

2 Saved Templates This concept is a placeholder for managing custom templates. The design is TBD and will be refined further

3 Title This area displays the title of this page which is “3. Review Information”.

4 Content Area This area displays all the information entered by the user for Step 1 and Step 2. Step 2 information is presented within it’s respective sections. Each section displays field label and value as entered by the user for the related required and optional fields. If comments were entered for a given section within Step 2, then they are also displayed here.It is to be noted here that only those optional fields are shown in the Review area, for which information has been entered by the user.---------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

5 Section title This area presents the title of the steps within the Review Information page which contain fields and their respective required and optional field titles and information.

6 Edit There is an ‘Edit’ link for each section. Clicking on the Edit link will take the user directly to that specific Step or sub-section. If the user selects a section from Step 2, then that specific section will be expanded and the related fields will be editable. Once the user makes the update and clicks on Continue from Step 2, the form will be validated again. Once the entries are validated, then they will be brought back to this Review page, which will reflect the updates.Accessing Step 1 via the Edit link has a different work flow which will be covered in an upcoming wireframe.

6 Edit - Define Product Settings

The Edit functionality is TBD and will be revisited in Phase 2. This link is out of scope for Phase 1 and will not be presented. This area will be blank.

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Step 3: Review Information (Continued)

®Leave

Account Setup


Logout

Account Details

Cycle Day

Check Required

Checks valid number of days`

Default Accounting Code

00

Project(4) 2222

Index (3) 333

Business Unit (3) 333

Cost Center (5) 777

GL Expenses (8)0AIO8923

Reporting LevelLevel 1 Level 2 Level 3 00000 00000 00000

Level 4 Level 5 Level 6 Level 700000 00000 00000 00000

Yes

60 EnglishPlastic Language

000Checks Valid Dollar Amount

09/03/2015Temporary Authorization Start Date

09/04/2016Temporary Authorization End Date

04/06/2018Expiration date

Organization Name00000000000000

Region Code777


Refer to limits based on Managing Account for


Single Purchase Limit Velocity Limits and Merchant Authorization Controls

$4500

Edit

Edi t

Authorized User NameJane Smith

Single Purchase Limit$4500

Cash %0

Velocity LimitDaily Dollar Amount

Daily Transaction Limit

0

0

Merchant Authorization Control

MCCG12Control

CustomType

ApproveAuthorization action

40Single Purchase limit

Custom Velocity LimitOther Dollar Amount

Other Transaction Limit0

0

09/03/2015

09/04/2016


Account Refresh End Date

Comments

Default Account Code Comments

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudan-tium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium dolorem-que laudan

Comments

Comments



The page presents the continuation of the Review page.

Functional Notes

ID Element Description1 Field Title

And InformationThis area contains the titles of the required fields first followed by the optional information in a two column format. The field titles are immediately followed by the user entered information.Optional fields that do not have any user entered information are not shown in this section. ---------Note: Please refer to the Data Matrix and Use Case Specifications for logic, field and conditional display details.

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Step 3: Review Information Details (Continued)

®Leave

Account Setup


Logout

SubmitSave as Template Save for LaterCancel

Fleet Information

Assigned List of Vehicles

Assigned List of DriversVehicle Number00000000

Assigned Vehicles00000000

00000000000

00000000 Assigned Driver(s)

00000000 Driver Number Prompts

Exceptions Reported

Edit

Lorem Ipsum

No Prompts

Yes

CommentsSed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudan-tium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto



R214.40b44.0 col1 04-20-2015 16:51:43 CDT

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The page presents the continuation of the Review page.

Functional Notes

ID Element Description1 Submit

ButtonThe user clicks on this link to submit the application. The application is submitted and they are taken to the confirmation page, which is Step 4 of the create new account process.

2 Cancel The user can click on this button to cancel out of the create new account process. A confirmation message will be presented. See Wireframe Step 2: Enter Card Holder And Product Information - Cancel for details.

3 Save for Later The user can click on this button to save the data entered and return at another time to complete the form. There are key fields in Step 1 and Step 2 that need to be entered in order for the user to save the data for later access. It is the same logic that exists in today’s system. ---------Please see use case specifications document to validate the rules for “Save For Later” feature.---------The user clicks on this button. The application will be saved and user will be taken to the Active Work Queue screen.

4 Save as Template This concept is a placeholder for managing custom templates. The design is TBD and will be refined further in Phase 2.

4 Save as Template This button is out of scope for Phase 1 and will not be presented.

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