UI Design: Results Table of BTR Search

[steveburtch]

1. Results are returned as rows in the search results table
2. Search by person - Data visible in the search results for person:
   • Full legal name
   • Preferred name
   • Birth Date
   • Last Known Address
   • Citizenship / Permanent Residency
   • Role(s)
   • Email address
   • CRA Tax number (SIN, ITN or TTN)
   • Tax Residency
   • Date when control started and ended
   • Name of Business controlled by the BO
   • Incorporation / Registration number
   • Business number
   • Business Status
   • Business Details
   • Control of Votes and Shares (Percentage)
   • Type(s) of control of shares and or votes (Registered Owner, Beneficial Owner, Indirect Control)
   • Type of control of the right to elect, appoint or remove a majority of the company's directors (Direct Control, Indirect Control, Significant Influence Control)
   • External Influence
   • Determination of Incapacity
   • Other Beneficial Ownership reasons
   • Description of steps taken to obtain or confirm required information

Control/Influence icons here: https://www.figma.com/file/JLmhc9QFKtAXijXsyTCSR8/Business-%26-Person-Search?type=design&node-id=79%3A3813&mode=design&t=Ad5KiLANcfv0MILI-1

Mocks here: https://www.figma.com/file/JLmhc9QFKtAXijXsyTCSR8/Business-%26-Person-Search?type=design&node-id=0%3A1&mode=design&t=Ad5KiLANcfv0MILI-1

[J-Baese]

@steveburtch revised flow is here: https://whimsical.com/competent-authority-all-access-search-flow-8MpwUHKQb7QB81CBjArq6W

Who needs to review the flow of the all access before I put together the wires for the results since we have those couple of questions listed?

[J-Baese]

Person search results

[J-Baese]

The business side of the search:

And detailed columns from what gets hidden by the actions column in the above example:

[J-Baese]

@steveburtch @mstanton1 I'm unclear if we need all this info on the business side or potentially we could combine the business numbers together in one column. I'm also not sure if we need to list the SI names here too? Or would they be in the same column as the business controlled bits? There are also 2 dates - I'm assuming they are different things (one being the effective dates of the business and then other being the effective dates of the ownership parties?) but let me know if that's not the case.

[mstanton1]

@J-Baese the numbers are both quite different. One is a BC Reg identifier (Incorporation/Registration Number) and the other is a BN which is a CRA number. To the comment on dates, effective date would be the date that they specify the significant individual change took place. They may file with the registries a few months after somebody had that control. Again, both are important - but it's not clear if they should both show in this table. I agree though, that this might be overkill and also means a lot of filtering / view update functionality for those who want to customize their table to reduce horizontal scrolling.

@steveburtch has there been any user research to guide what fields clients want to search by? Or is this based upon what we currently have with business or director search hence moving forward with the existing pattern? I wonder if we can scale this down or dig in to make sure what we're doing is what clients really want?

@mstanton1 @J-Baese the only really important thing users would want in this context is the list of SIs. I think there may be some confusion between the Business Search as it exists as a separate product and the Search by Business feature on this Person and Business Search. We don't need to show too much of the business info in this view, maybe we just link to the business search entry like we currently do in director search, if we want to provide them with more business info?

[steveburtch]

@J-Baese @mstanton1 in the Search by business there is a Business Controlled column that should not be there. I'm checking the original field requirements. @Apt766525 do you have list of the fields that should be returned by the Search by Business handy?

[steveburtch]

Here are the fields from the requirements:

Search by business - Data visible in the search results for business:

• Business Name
• Date of incorporation / ceased
• Incorporation / Registration Number
• CRA Business Number
• Business Type
• Business Status
• Beneficial Owner(s) @J-Baese @mstanton1 link to requirements: Requirements for CA Search https://docs.google.com/document/d/11O_ojLcqJTcB4ThsnpoCHXo4mEHf0pY7/edit?usp=drive_link&ouid=100179527247507750986&rtpof=true&sd=true

[J-Baese]

Revised business search screen

[J-Baese]

Ok I've cleaned up the table after a chat with Scott on the multi select pattern and we've now modelled it after PPR.

[mstanton1]

Looks great! Let's target grooming this in our next session (Tuesday the 27th at 2 PM) @steveburtch

[steveburtch]

Agreed! looks great.

[J-Baese]

I've put together the icons and tool tips for each of the control/influence section

[J-Baese]

Full table with all columns visible for the person search

[mstanton1]

Thank you @J-Baese. It looks like the team cadence is to only groom once a week but we should probably look at another grooming session to ensure we have some of this sized up for the next sprint. I will work with @fodiley and @steveburtch Monday AM to see if we can set something up.

[mstanton1]

@J-Baese I believe this work is done. We have minor updates that will be tackled in the most recent tickets by Kial for #21420 Person Search table updates. Can this be closed?

[J-Baese]

@mstanton1 yes we can close this