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ServiceBC Registry Team working on Legal Entities
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UI Design - Significant Individual Search Results Page (Details View) #19933

Closed mstanton1 closed 1 month ago

mstanton1 commented 7 months ago

Given I am a competent authority When I complete a search of a significant individual And I select a significant individual from the retrieved list Then I see a summary screen with details for the significant individual I have selected

Details Required: 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 Business controlled by the BO 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 Incorporation / Registration number Business number Business Status Business Details

J-Baese commented 7 months ago

Here's the first round for the person detail page - any changes let me know @mstanton1 @steveburtch BTR Search-19933-person-details.jpg

mstanton1 commented 7 months ago

@J-Baese thank you for sharing. This looks good.

Do we think people will understand what status 'Active' refers to? I understand we need to show ceased SI's in a search for 6-7 years (logic to be refined as we refine the data lifecycle). Is the active status displayed the status of the business or the SI?

For the icons, is there something that helps the user understand what each of them means?

J-Baese commented 7 months ago

@mstanton1 Yes we'll have tool tips as I've shown here: image.png

For the status I think it'll be clear from the previous page but if we get confusion during testing we could look at some helper text to clarify.

mstanton1 commented 7 months ago

Thanks Julie. Is this ready for grooming now then?

J-Baese commented 7 months ago

@mstanton1 Yup I think we're good to run with it.

mstanton1 commented 5 months ago

@J-Baese @forgeuxGH5 is it okay if I place this in the IceBox? We will want to revisit this with profile but since we aren't collapsing a person to be able to identify them as the same across roles, this won't be valuable yet.

J-Baese commented 5 months ago

Makes sense to me!

mstanton1 commented 1 month ago

Not applicable in current design. Closing for now.