[Epic] View or update your user profile

[kristenshaw4]

Milestone: Authorization

The shared data filing platform will be used by filers of small business lending (SBL) and mortgage lending (HMDA) data to centrally manage their account (user profile, financial institution profile, login through Login,gov, etc.).

Epic: View or update your user profile

• Once a user completes their user profile any changes to their user profile details will be handled on the "Update your user profile" page.
• The "Complete your user profile" form is optimized for first-time users, and acts as a gate to insure the user is fully configured prior to entering the rest of the system.
• The "View your user profile" should be used to view the user profile details we have on file
• The "Update your user profile" form should be used to request updates to first name, last name, and associate an additional financial institution (MVP method TBD)
• Requested updates will be submitted to the support staff for processing (method TBD)

Tasks

• [X] Make a list of the relevant user stories for this page
• [X] Make a list of the required content for this page
• [x] Document the work that we have done up until now including images and discussion
• [x] Surface any open questions
• [x] Review wireframes with FEWD, BEWD, Data, SBL Help, Content team members
• [x] Identify tasks for user testing (to validate findability of information, clarity of content and layout, users able to successfully complete important tasks)
• [ ] Reviewed by team for input & feedback
• [ ] User testing conducted

User stories

MVP (Beta release)

• [x] https://github.com/cfpb/sbl-project/issues/68
• [x] https://github.com/cfpb/sbl-project/issues/69
• [x] https://github.com/cfpb/sbl-project/issues/70
• [x] https://github.com/cfpb/sbl-project/issues/71
• [x] https://github.com/cfpb/sbl-project/issues/72

Backlog

• [ ] Create a post-MVP/beta issue for building the update form @sthomas93 @angelcardoz - And should we create an issue for the alternative approach we are implementing to accomplish some of the user stories listed above?
• Update user profile email to case form.
• update "email our support staff" text to "update your user profile"

Technical requirements

• Form
  • Need to connect to case management system potentially with us using query parameters to pre-populate the data
• User management API
  • Reads user data from Keycloak
• Institutions API
  • Retrieve institution data by LEI and email domain

Content requirements

A user can view:

• First name
• Last name
• Email address
• Associated financial institutions
• Instructions on how to request to update their user profile details
• Instructions on how to update user email address via Login.gov

User Testing

Research

• Learn what users expect to happen when they update their profile information.
• Assess how easily users are able to request various changes to their profile information.
• Learn whether users expect to request changes to their profile other than the ones we currently allow.

Task Ideation

• A user can find their profile information
• A user is able to access the update your user profile form
• A user can change their name
• A user can add one or more FI associations
• A user can remove one or more FI associations

MVP Mock-up

Updated: 2/15/2024

View your user profile (read-only)	Update your user profile	User profile update -submission confirmation

[natalia-fitzgerald]

@dan-padgett @angelcardoz There are still some open questions related to this Epic/page. I'm seeing that we haven't created Story issues for any of the User stories listed here: https://github.com/cfpb/sbl-project/issues/10#issue-1830003338

I think it would help to review the user stories and decide which should be prioritized for MVP. Then we can create the specific Story issues so that the devs can create tasks based on those stories.

Here's the list and my notes:

Represented in mock-ups

• [x] As a filer, I want to view the information contained in my user profile, so that I can make sure that it's accurate.
• [x] As a filer, I want to view the list of financial institutions I’m associated with, so I know which financial institutions I need to file for.
• [x] As a filer, I would like to be able to select a financial institution from the list of financial institutions I'm associated with, so that I can view the individual financial institution details.

These still need some thinking/review

• [ ] As a filer, I want to be able to associate with additional financial institutions, so that I can file on behalf of all financial institutions that I am responsible for.

  • Is this a link to the financial institution details (Salesforce) form or the general help form or something else?

• [ ] As a filer, I want to update/change my email address, so that I can keep my FI email address current.

  • I'm not sure I understand why this is captured here since email addresses have to go through Login.gov for changes. If this issue is just meant to capture that we have to include content on where a user has to go to make changes to their email address then this story is already represented in the mock-up.

• Adding: @sthomas93 @chynnakeys for awareness

[angelcardoz]

• Is this a link to the financial institution details (Salesforce) form or the general help form or something else?

I had the same question. After reviewing the proposed HELP forms, I think this could be a link to the "Complete your user profile details" Form.

Regarding the email change, the way I understand it, the issue is simply to direct user to their login.gov account, so you are correct, it is already represented in the mockup. However, we do ask for email address in the proposed HELP forms, so it could create some confusion during Beta.

[natalia-fitzgerald]

@angelcardoz The current mock-up indicates that a user should go to the user profile form to associate with additional institutions.

The text reads: "If the financial institution you are authorized to file for is not shown below or if you are authorized to file for multiple financial institutions, please fill out the user profile form (above)."

We could probably improve the language/execution but the intent aligns with what you're thinking.

In terms of confusion about the email addresses between the form and Login.gov I had this same concern so I added language to the user profile form indicating that the user should provide the financial institution email address used to sign in with Login.gov.

[dan-padgett]

These two bullets are at odds with our current thinking around trying to use one form for both tasks:

• The Request changes to your user profile should be used to check what user profile details we have on file and request any changes.
• The Complete user profile screen, is optimized for first-time users, and acting as more of a gate to insure the user is fully configured prior to entering the rest of the system.

About the email change:

As a filer, I want to update/change my email address, so that I can keep my FI email address current.

I agree that it seems like they probably need to go through Login.gov for this, but I think the content should also be on the change form as well (not just on the read-only profile page). If a user is focused on getting to the form to make a change, it's not a bad thing to have that information repeated.

[natalia-fitzgerald]

These two bullets are at odds with our current thinking around trying to use one form for both tasks:

• The Request changes to your user profile should be used to check what user profile details we have on file and request any changes.
• The Complete user profile screen, is optimized for first-time users, and acting as more of a gate to insure the user is fully configured prior to entering the rest of the system.

Yes, I'm working on updating the mock-ups to the one form approach. the epic post (above) does not include these new mock-ups yet. Currently there is a read-only interim screen (in the app) for the "View user profile" page (iser can view the details we have for them) and if they want to make a change they can click the link to the ONE form (in Salesforce) that we've been discussing. The "complete user profile" flow skips right to the Salesforce form for users with no financial institution match by email domain and does not have an in the app interim page for these specific users.

[natalia-fitzgerald]

Next steps

• [x] @angelcardoz will review the list of user stories listed here under "MVP (Beta release)"
• [x] Once the user stories are confirmed @sthomas93 and @angelcardoz will collaborate on writing the user stories
• [x] Once written and reviewed by @dan-padgett @natalia-fitzgerald - @sthomas93 or @angelcardoz will create Story issues in GitHub
• [x] Once Story issues are created in GH, update list of Stories in Epic issue to include links

[angelcardoz]

@sthomas93, I went ahead and created issues #68, #69, #70, #71, and #72 as I reviewed the list of stories. Please take a look and feel free to edit as you deem appropriate.

[sthomas93]

@angelcardoz I think these are all fine and capture what we're looking for in advance of any additional review. @natalia-fitzgerald Let me know if these user stories satisfy the requirements to add additional acceptance criteria and match FIGMA file screenshots.

[natalia-fitzgerald]

@angelcardoz @sthomas93 - I updated this issue to include the latest mock-ups for the View and Update your user profile forms. I think that when this epic was created we had one form that would serve as both View and Update. I think we need to do some work on this to make sure that we are either accounting for View and Update in this single Epic (or, if not have a separate epic for View).

We should also update the story issues to reflect MVP. The designs I have included here assume an update form but currently the plan for MVP is something else. We should capture the MVP plan for these user stories.

[natalia-fitzgerald]

@angelcardoz I changed the name to include View and update. I will do the same for the financial institution profile.