← Finnova UX Lab
🏦 Loan Advisory (LA)
FLA-6055 β€” Process Navigation & Action Buttons
v1 β€” Original Draft
Original FLA-6055 proposal. 3 screen drafts (AK1, AK2.1, AK3).
Process actions in footer. Basic summary panel. No priority indicator.
Original
v2 β€” Summary Links + Grouped Actions + Priority
β‘  Contextual info links in Summary panel (Status-Historie, Versionen, Entscheide, Pendenzen, Notizen, Dossier)
β‘‘ All additional actions grouped in Aktionen dropdown (3 categories)
β‘’ Priority badge (High / Medium / Low) next to Aktionen button
β‘£ Footer simplified to pure navigation (ZurΓΌck / Weiter only)
v2
v6 Final β€” Centered Layout ⭐
v5 overlay pattern + max-width 1440px centered content.
Optimal reading on wide screens, consistent on smaller ones.
Latest
v5 β€” Overlay Pattern
No inline collapsibles: every panel row opens a slide-in overlay from the right.
Overlay
v4 Final β€” Collapsible Pattern
Single clean screen with 30% wider panel: paired fields, affordability,
validation, documents, history (modal), comments, notes (A1 edit), pricing actions
Stakeholder
v4 β€” Full Screen (3 screens + annotations)
v3 layout + v7 panel across 3 screen variants (A/B/C) with rule matrix
Full
v3 β€” Full Zusammenfassung Panel
β‘  Summary panel rebuilt to match Finnova reference (blue accent, all fields, status dot)
β‘‘ Kommentare zum Antrag + Interne Notizen sections added
β‘’ Antragstatus-Historie as dedicated clickable row
β‘£ All v2 changes preserved (grouped Actions, priority badge, contextual links, clean footer)
v3
v4 β€” IA Rearchitecture (Summary Side Panel)
β‘  Audit of all 14 fields/elements: classified as universal vs credit-office-only
β‘‘ 3 IA alternatives (IA1/IA2/IA3) with side-by-side visual mockups
β‘’ Audit table with type tags (field, collapsible, link)
β‘£ Based on FIN-11 Step 5 β€” "dieser Antrag" analysis
IA Audit
v4a β€” Collapsibles Smart (Option A)
β‘  Collapsible states with 3 sub-variants (A1/A2/A3, rec: A2)
β‘‘ Smart expand/collapse behavior based on content
β‘’ FIN-11 exploratory showcase
Option A
v4b β€” Links Only (Option B)
β‘  Full sidepanel with links-only approach
β‘‘ A vs B comparison matrix included
β‘’ FIN-11 exploratory showcase (rec: B)
Option B
v5 β€” Consolidated Information Architecture
β‘  Complete 28-element inventory (v3 + screenshots + new fields/links)
β‘‘ IA hierarchy tree + reading order + Before/After mockup
β‘’ Loan Amount card pattern + Kreditzweck collapsible
β‘£ Pricing β†’ Aktionen β–Ύ (actions β‰  info principle)
v5
v6 β€” Refined IA (Paired + Deduplicated)
β‘  Field pairing: 4 side-by-side rows (ID|Type, Advisor|Clerk, Status|Priority, Term|Purpose)
β‘‘ Consolidation: Zweck+Kreditzweck β†’ single collapsible, Notes β†’ Interne Notizen
β‘’ Deduplication: removed Notes, Priority History, standalone Zweck (28 β†’ 24 elements)
β‘£ Loan Amount card (34px bold, β–²/β–Ό delta, "was:" line) + Credit Limit
v6
v7 β€” Summary Mockup (Progress + Financials + Affordability) ⭐
β‘  Progress donut (72% completion indicator) at top of panel
β‘‘ Annual Income | Expenses paired KPIs + Credit Score (pending state)
β‘’ Affordability Score (traffic light: 72% Excellent β€” green/yellow/red)
β‘£ Inherits all v6 refinements (pairing, deduplication, consolidation)
Latest
Jira: FLA-6055
Module: Loan Advisory (LA)
Last updated: 17.04.2026