Feature update: Rules and Scoring
Background
The project began with a two-day visit to PwC's Dallas office, where team members met in person to align on product strategy post-pandemic.
After assessing the previous year's heavy focus on case management features, the team decided to shift attention to the initial stages of the product workflow; data intake, rules, and scoring modules to expand the user base and support new use cases like insurance fraud detection.
Current state of the module.
Current state
Rules engines exists under the cover and not very user friendly. There was a lack of user journey and vagueness around information that is presented in the UI. There is not a clear primary and secondary actions/pathways to take for the users. Overall the entire module needed to be designed with the user experience in mind.
My work started with analyzing some existing concepts and working on a quick prototype to lay out some value added interactions. Even for the users familiar with data concepts, making a rule creation as simple as a drag and drop idea worked very well.
