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Problem
With different functions being added to the application, we needed a consistent pattern to summarize the key details and status of each entity e.g. policy, billing account, claim, bond.
Solution highlights
Focus on current status
Indicate expiry date/term when applicable
Include details that help the user to distinguish when there are multiple entities of same type
Include supplementary information (e.g. documents, certificates, payments)
Highlight the outstanding actions/tasks
Design principles
Make details visible and findable on the page.
Focus on the outstanding user task.
Consistent information architecture and navigation pattern. Adapt the visual design as per the information need.
Summary screens
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