The company customers had to fill in a lot of details and related information for each payment order. Traditional electronic document forms were not a guarantee against human error. People kept entering wrong data and payment details, missed and interchanged individual digits. All this resulted in a significant waste of time and money for the financial organisation. The number of errors constantly grew, just like the burden on the employees who had to double-check the documents. Attempts were made to find an out-of-the-box software solution on the market, but to no avail. Finally, the customer came to us with a request to develop a part of a software financial system which would be used to fill in payment orders and prevent wrong data from being entered.
In the course of the work our specialists found out that the existing data entry form did not take into account common interface design standards. It had to be made more friendly and clear for the customers, and mistake prevention features were to be added. We suggested the following ways to solve this problem:
• The system was to automatically check the data being entered.
• The user would be offered comprehensive information support.
• Autocompletion was to be implemented where possible.
• Any modifications were to be reflected in the entire contents of the form.
We designed a unique payment order completion interface, with data entry validation functions thoroughly planned. One of the custom solutions we introduced was a modal window for each field of an interactive form. This guarantees that users enter the data in a specific sequence and prevents values being entered into wrong fields. A team of 3 had been working on the project for 3 months.
The result of our work was an easy-to-use tool for filling in payment orders which prevented most mistakes made by users. All the values entered in the form are validated in real time, and the interactive tip system helps the customer throughout the entire process of filling in the form. Features were implemented to significantly simplify working with documents:
• The system automatically detects the bank based on payment details.
• The form supports autocompletion of fields.
• Any modifications are reflected in dependent fields.
The final product underwent a strict quality control process in the customer company. The new tool reduced the time people spent to fill in their documents, thus significantly reducing the costs for our customer.
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