Entitlements Hub

A centralized database where firms and accounts are maintained with specific entitlements between parties.

 
 

OVERVIEW

Create a hub (dashboard) where firms can approve or denied any entitlements between internal users.

Develop new visual design concepts and modify concepts based on stakeholder feedback.

View in Adobe XD

 

ROLE

Product Designer
Interaction, Visual design, Prototyping & Testing

Used tools: Adobe XD, Invision

 
 
 

Create custom Rules for entitlements with metrics.

 
 
 

Agreements lets the user know how many entitlements need to be approved/suspend or denied.

 
 
 

At the firm level, user can leave notes or comments regarding any updates or see who is listed under contacts.