TIAA: Investment Data Center
In its previous incarnation, the Investment Data Center on the TIAA consultant site sported a legacy look and only allowed the user to download quarterly reports for one investment at a time. With the new treatment and functionality, a user can download multiple reports across multiple investments at the same time. Additionally, the IDC has been augmented with investment performance data from the public site for the annuities and mutual funds available to consultants. Finally, the IDC has a bona fide mobile phone experience allowing users to download reports when utilizing their mobile phones.
Solving for: Move the IDC from its legacy look into the new rebrand design system. At the same time, offer more to the consultants who use the application and not just performance data, but the ability to download multiple reports from multiple investments at the same time and provide a mobile web version that can be used by consultants when they are away from their desks.
Final Designs - Desktop
The “Reports” interface for the IDC
“Reports” interface detail: filter, tabs, “Reports” tab content
“Reports” table detail
User has selected the individual reports he/she would like to download
Reports are downloading
The user is notified that the reports have been successfully downloaded
Final Designs - Mobile Web
The “Reports” interface for the IDC
“Reports” tab detail
An investment selected, all available reports for that investment will be downloaded
Reports are downloading
The user is notified that they have successfully downloaded their reports