Cash Instructions — Iress, Evelyn Partners Integration
This solution was developed specifically for integration with Evelyn Partners, the UK's leading wealth management and advisory group, founded in 1836.
Given that, I had to take into consideration the development legacy and the users' technical proficiency.
Cash Instructions is a set of features allowing a financial adviser to make money transfer and management requests.
Some requests require manual approval at one or two levels. Users can also act as Level 1 (L1) or Level 2 (L2) approvers, based on their in-app rights.
Jobs-To-Be-Done:
Approve or reject requests from other users (For my approval).
Track the progress of instructions created by the user (My instructions in progress).
Review the workflow and history of recent instructions (All).
Learn more about this complex financial product in my case study.