Case study 1

ECLIPSE Financial Assessment (FA) App - Rules Configuration

Case study 1

ECLIPSE Financial Assessment (FA) App - Rules Configuration

Case study 1

ECLIPSE Financial Assessment (FA) App - Rules Configuration

Product

ECLIPSE Financial Assessment (FA) App



Time

Role:

UI/UX Designer (solo ownership)

Timeline:

2024 (In progress)

Team

Product Manager,

Technical Writer,

Senior UI Designer,

Engineering Team

Tools

Figma,

Design System Components,

Storybook,

WCAG 2.2

Product

ECLIPSE Financial Assessment (FA) App



Time

Role:

UI/UX Designer (solo ownership)

Timeline:

2024 (In progress)

Team

Product Manager,

Technical Writer,

Senior UI Designer,

Engineering Team

Tools

Figma,

Design System Components,

Storybook,

WCAG 2.2

Product

ECLIPSE Financial Assessment (FA) App



Time

Role:

UI/UX Designer (solo ownership)

Timeline:

2024 (In progress)

Team

Product Manager,

Technical Writer,

Senior UI Designer,

Engineering Team

Tools

Figma,

Design System Components,

Storybook,

WCAG 2.2

1. Project overview

Purpose

Purpose

Financial Assessment Officers (FAOs) across local authorities rely on this tool to interpret complex assessment rules that determine charging for care services. These rules originate in a database and were previously difficult to interpret and validate.

My Task

Transform dense database logic into a clear, accessible, navigable UI that reduces errors, speeds up assessments, and aligns with the ECLIPSE design system.

1. Project overview

Purpose

Purpose

Financial Assessment Officers (FAOs) across local authorities rely on this tool to interpret complex assessment rules that determine charging for care services. These rules originate in a database and were previously difficult to interpret and validate.

My Task

Transform dense database logic into a clear, accessible, navigable UI that reduces errors, speeds up assessments, and aligns with the ECLIPSE design system.

1. Project overview

Purpose

Purpose

Financial Assessment Officers (FAOs) across local authorities rely on this tool to interpret complex assessment rules that determine charging for care services. These rules originate in a database and were previously difficult to interpret and validate.

My Task

Transform dense database logic into a clear, accessible, navigable UI that reduces errors, speeds up assessments, and aligns with the ECLIPSE design system.

  1. The Problem

The existing financial rules logic:

  • lived entirely in the backend

  • had no visual interface

  • caused delays during assessments

  • left FAOs confused about which rules were applied

  • required developers to investigate issues manually

Users needed a way to see, understand, and validate rules without reading SQL or backend tables.

  1. The Problem

The existing financial rules logic:

  • lived entirely in the backend

  • had no visual interface

  • caused delays during assessments

  • left FAOs confused about which rules were applied

  • required developers to investigate issues manually

Users needed a way to see, understand, and validate rules without reading SQL or backend tables.

  1. The Problem

The existing financial rules logic:

  • lived entirely in the backend

  • had no visual interface

  • caused delays during assessments

  • left FAOs confused about which rules were applied

  • required developers to investigate issues manually

Users needed a way to see, understand, and validate rules without reading SQL or backend tables.

  1. Constraints: Business requirements

Display financial assessment rules in the FA app

  • Provide both Residential and Non-residential pathways

  • Ensure accuracy and traceability

  • Reduce developer dependency

  1. Constraints: Business requirements

Display financial assessment rules in the FA app

  • Provide both Residential and Non-residential pathways

  • Ensure accuracy and traceability

  • Reduce developer dependency

  1. Constraints: Business requirements

Display financial assessment rules in the FA app

  • Provide both Residential and Non-residential pathways

  • Ensure accuracy and traceability

  • Reduce developer dependency

Constraints:
Technical

  • Rules come from existing data schema

  • Some content cannot be modified by users

Constraints:
Technical
  • Rules come from existing data schema

  • Some content cannot be modified by users

Constraints:
Technical
  • Rules come from existing data schema

  • Some content cannot be modified by users

Design
Requirements

  • Show screens within FA app navigation

  • Use ECLIPSE Design System + Storybook components

  • Achieve full accessibility compliance (WCAG 2.2)

  • Provide flows for both rule categories

  • Present long-scroll screens for multi-section rules

✨ All of this becomes strong UX writing for your portfolio.

Design
Requirements
  • Show screens within FA app navigation

  • Use ECLIPSE Design System + Storybook components

  • Achieve full accessibility compliance (WCAG 2.2)

  • Provide flows for both rule categories

  • Present long-scroll screens for multi-section rules

✨ All of this becomes strong UX writing for your portfolio.

Design
Requirements
  • Show screens within FA app navigation

  • Use ECLIPSE Design System + Storybook components

  • Achieve full accessibility compliance (WCAG 2.2)

  • Provide flows for both rule categories

  • Present long-scroll screens for multi-section rules

✨ All of this becomes strong UX writing for your portfolio.

  1. Research & understanding

  • Since there was no existing interface, I worked with:

    • FA officers

    • Product Manager

    • Technical Writer

    • Developers

    • Senior Designer

    to understand:

    • how FA officers interpret rules

    • which rule types are most used

    • what mistakes happen today

    • what information needs grouping

    • what “must never be editable”

  1. Research & understanding
  • Since there was no existing interface, I worked with:

    • FA officers

    • Product Manager

    • Technical Writer

    • Developers

    • Senior Designer

    to understand:

    • how FA officers interpret rules

    • which rule types are most used

    • what mistakes happen today

    • what information needs grouping

    • what “must never be editable”

  1. Research & understanding
  • Since there was no existing interface, I worked with:

    • FA officers

    • Product Manager

    • Technical Writer

    • Developers

    • Senior Designer

    to understand:

    • how FA officers interpret rules

    • which rule types are most used

    • what mistakes happen today

    • what information needs grouping

    • what “must never be editable”

  1. Information architecture

  • Residential Pathway

    • Manual-tested benefits

    • Disregards

    • Allowances

    • Benefit rules

    Non-Residential Pathway

    (same categories)

    They mirror each other for cognitive consistency.

  1. Information architecture
  • Residential Pathway

    • Manual-tested benefits

    • Disregards

    • Allowances

    • Benefit rules

    Non-Residential Pathway

    (same categories)

    They mirror each other for cognitive consistency.

  1. Information architecture
  • Residential Pathway

    • Manual-tested benefits

    • Disregards

    • Allowances

    • Benefit rules

    Non-Residential Pathway

    (same categories)

    They mirror each other for cognitive consistency.

  1. Design process

Database → Structured Categories → Screens → Flows

Key UX decisions

  • Used tabs + consistent sections for predictable scanning

  • Long tables converted to scrollable content

  • Included context labels on every screen

  • Used design system for accessible forms

  • Added section headers for screen reader clarity

  • Created anchors for long pages

  • Matched Storybook components for seamless build

  • Ensured contrast + spacing for WCAG 2.2 AA

  1. Design process

Database → Structured Categories → Screens → Flows

Key UX decisions

  • Used tabs + consistent sections for predictable scanning

  • Long tables converted to scrollable content

  • Included context labels on every screen

  • Used design system for accessible forms

  • Added section headers for screen reader clarity

  • Created anchors for long pages

  • Matched Storybook components for seamless build

  • Ensured contrast + spacing for WCAG 2.2 AA

  1. Design process

Database → Structured Categories → Screens → Flows

Key UX decisions

  • Used tabs + consistent sections for predictable scanning

  • Long tables converted to scrollable content

  • Included context labels on every screen

  • Used design system for accessible forms

  • Added section headers for screen reader clarity

  • Created anchors for long pages

  • Matched Storybook components for seamless build

  • Ensured contrast + spacing for WCAG 2.2 AA

  1. Visual design

Explain the steps:

  • used ECLIPSE design system components

  • used token-based colours and spacing

  • aligned everything to 8px grid

  • used system table components

  • added clear hierarchy

  • maintained consistency across both pathways

  1. Visual design

Explain the steps:

  • used ECLIPSE design system components

  • used token-based colours and spacing

  • aligned everything to 8px grid

  • used system table components

  • added clear hierarchy

  • maintained consistency across both pathways

  1. Visual design

Explain the steps:

  • used ECLIPSE design system components

  • used token-based colours and spacing

  • aligned everything to 8px grid

  • used system table components

  • added clear hierarchy

  • maintained consistency across both pathways

  1. Collaboration challenges

During collaboration, we discovered developers were inspecting flows directly in Figma rather than relying on specifications. To avoid confusion, the team aligned on exporting static screenshots for dev review only, while maintaining editable master screens for UI continuity.

  1. Collaboration challenges

During collaboration, we discovered developers were inspecting flows directly in Figma rather than relying on specifications. To avoid confusion, the team aligned on exporting static screenshots for dev review only, while maintaining editable master screens for UI continuity.

  1. Collaboration challenges

During collaboration, we discovered developers were inspecting flows directly in Figma rather than relying on specifications. To avoid confusion, the team aligned on exporting static screenshots for dev review only, while maintaining editable master screens for UI continuity.

  1. Current Status

The project is currently in development review. I’m collaborating closely with engineering to refine data alignment, test logic presentation, and finalise accessibility behaviour for long-scroll pages.

  1. Current Status

The project is currently in development review. I’m collaborating closely with engineering to refine data alignment, test logic presentation, and finalise accessibility behaviour for long-scroll pages.

  1. Current Status

The project is currently in development review. I’m collaborating closely with engineering to refine data alignment, test logic presentation, and finalise accessibility behaviour for long-scroll pages.

10.Impact

FAOs will understand rules without developer help

  • Reduces assessment errors

  • Decreases investigation time

  • Improves clarity for training new staff

  • Creates a reusable pattern for other rule-based systems

  • Establishes a foundation for configuration in future releases

10.Impact

FAOs will understand rules without developer help

  • Reduces assessment errors

  • Decreases investigation time

  • Improves clarity for training new staff

  • Creates a reusable pattern for other rule-based systems

  • Establishes a foundation for configuration in future releases

10.Impact

FAOs will understand rules without developer help

  • Reduces assessment errors

  • Decreases investigation time

  • Improves clarity for training new staff

  • Creates a reusable pattern for other rule-based systems

  • Establishes a foundation for configuration in future releases

11.Reflection

This project strengthened my confidence in designing for complexity.
I learned to translate backend logic into human-readable flows, push for clarity without sacrificing accuracy, and collaborate with cross-functional teams under evolving requirements.
It also solidified my appreciation for accessibility and design-system thinking.

11.Reflection

This project strengthened my confidence in designing for complexity.
I learned to translate backend logic into human-readable flows, push for clarity without sacrificing accuracy, and collaborate with cross-functional teams under evolving requirements.
It also solidified my appreciation for accessibility and design-system thinking.

11.Reflection

This project strengthened my confidence in designing for complexity.
I learned to translate backend logic into human-readable flows, push for clarity without sacrificing accuracy, and collaborate with cross-functional teams under evolving requirements.
It also solidified my appreciation for accessibility and design-system thinking.

Esha Bhoyroo

LinkedIn

Contact Me

Play my games

Website

UX/UI Training

Click to see my progress at memorisely

Certifications

Assessibility Certification

Designership Ultimate Figma Course

Designership Ultimate Figma Course 2.0

Current Certification

38% complete

Esha Bhoyroo

LinkedIn

Contact Me

Play my games

Website

UX/UI Training

Click to see my progress at memorisely

Certifications

Assessibility Certification

Designership Ultimate Figma Course

Designership Ultimate Figma Course 2.0

Current Certification

38% complete

Esha Bhoyroo

LinkedIn

Contact Me

Play my games

Website

UX/UI Training

Click to see my progress at memorisely

Certifications

Assessibility Certification

Designership Ultimate Figma Course

Designership Ultimate Figma Course 2.0

Current Certification

38% complete

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