Review design implementation of making most data fields default to "not applicable"

cfpb / sbl-ux

Small business lending project's UX design and research issue repository

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Review design implementation of making most data fields default to "not applicable" #22

Open natalia-fitzgerald opened 3 weeks ago

natalia-fitzgerald commented 3 weeks ago

Review design implementation of "not applicable"-- https://github.com/cfpb/sbl-frontend/issues/1013

Updated the fallback values for most fields to "Not applicable"
Ensured Type of Financial Institution, Federal Taxpayer Identification Number (TIN) show as blank values when missing
Updated language for Legal Entity Identifier Status from "Active/Inactive" to "Issued/Lapsed"
Refer to https://github.com/cfpb/sbl-ux/issues/2 for which unpopulated fields should be shown as blank

natalia-fitzgerald commented 3 weeks ago

@dan-padgett After reviewing @meissadia's implementation, I am considering whether we may want to show some something for the two fields that are currently defaulting to blank when the user has not provided the information. This includes TIN and Type of financial institution.

What would you think of showing "Not provided" for fields where the user has not yet provided the required information.

dan-padgett commented 3 weeks ago

@natalia-fitzgerald I think we want the warning if we go this route. Otherwise there's a chance that "Not provided" is seen as an acceptable state. And given that, I wonder whether just having the alert would be better--maybe even going the route of a blank value with the warning below it. What do you think about those two options?

natalia-fitzgerald commented 3 weeks ago

Yeah, I actually considered that too but that also seemed to lack context.

natalia-fitzgerald commented 3 weeks ago

@meissadia @billhimmelsbach We would like to implement this with "Not provided" instead of blank and the inline warning alert. The alert text is placeholder at this point but I will review with UX today.

@dan-padgett @angelcardoz

natalia-fitzgerald commented 3 weeks ago

@dan-padgett @angelcardoz

Warning alert content for your review:

LEI

Lapsed
Your financial institution must have an active LEI to file. Visit GLEIF for details on how to reactivate your LEI or email our support staff for assistance.

TIN

Not provided
You must provide a TIN for your financial institution to file. For instructions on how to provide this information visit update your financial institution profile.

Type of financial institution

Not provided
You must provide your type of financial institution to file. To provide this information visit update your financial institution profile.

natalia-fitzgerald commented 3 weeks ago

@dan-padgett @angelcardoz

LEI status

Lapsed
Your financial institution must have an active LEI to file. Visit GLEIF for instructions on how to reactivate your LEI or email our support staff for assistance.

Federal Taxpayer Identification Number (TIN)

Not provided
You must provide your TIN to file. Visit update your financial institution profile for instructions on how to update this information.

Type of financial institution

Not provided
You must provide your type of financial institution to file. Visit update your financial institution profile to provide this information.

Here's an updated mock-up based on our changes:

natalia-fitzgerald commented 2 weeks ago

@angelcardoz @dan-padgett Updated based on where we landed on sign and submit.

@meissadia

natalia-fitzgerald commented 1 week ago

Update:

Reviewed screenshots here: https://github.com/cfpb/sbl-frontend/pull/1052
Next step will be to review on DevPub when this is pushed there.

natalia-fitzgerald commented 3 days ago

Reviewed DevPub implementation here:

Screenshots of what's on DevPub