Consolidate all known elements of the Summary Side Panel into a single, definitive Information Architecture. Based on:
Every element found across v3 prototype + Finnova production screenshots, classified by type and destination.
| # | Element | Type | Destination | Source | Notes |
|---|---|---|---|---|---|
| HEADER | |||||
| 1 | Zusammenfassung | Header | Panel | v3 | Panel title + collapse toggle |
| 2 | Subtitle 402840/001/0001 | Field | Panel | v3 | Reference number under title |
| ANTRAG FIELDS (flat, always visible — single block, no collapsible) | |||||
| 3 | Antrags-Nr. 113722 | Field | Panel | v3 | Application ID — universal context |
| 4 | Finanzierungsspezialist Andreas Graf | Field | Panel | v3 | Process owner / advisor name |
| 5 | Antragsteller FLA Testautomation User | Field | Panel | v3 | Applicant / customer name |
| 6 | Status In Erfassung ● | Field | Panel | v3 | Workflow status + color dot indicator |
| 7 | Geschäftstyp Spezial | Field | Panel | Screenshot | Business type — merged into main block (was "Dieser Antrag") |
| 8 | Grundlaufzeit 21.01.2032 | Field | Panel | Screenshot | Maturity date — merged into main block |
| 9 | Zweck Überprüfung | Field | Panel | v3 + Screenshot | Purpose — merged into main block |
| 10 | Assignee (Clerk) Maria Müller | Field | Panel | v5.1 | Assigned clerk / handler — different from Finanzierungsspezialist (advisor) |
| 11 | Priority High | Field | Panel | v5.1 | Application priority — color-coded badge (High/Medium/Low) |
| LOAN AMOUNT (Neu/Bisher + Credit Limit) | |||||
| 12 | Loan Amount card pattern | Card | Panel | Screenshot + v5.1 | Large-format amount display with Δ indicator and "was:" line. Left column: Loan Amount (Neu). Right column: Credit Limit. |
| WÄHRUNGEN (currency section — NEW from screenshots) | |||||
| 13 | Währungen USD zu CHF · 0.89350 · 01.09.2023 | Section | Panel | Screenshot | Exchange rate reference — read-only informational |
| COLLAPSIBLE SECTIONS | |||||
| 14 | Kreditzweck | Collapsible | Panel | v5.1 | Credit purpose — text content, may be empty ("Kein Kreditzweck"). Same pattern as Interne Notizen. ℹ️ tooltip icon. |
| 15 | Kommentare zum Antrag | Collapsible | Panel | v3 | Multi-item comments — counter badge, expand to list, click to add |
| 16 | Interne Notizen | Collapsible | Panel | v3 | Internal notes — text-only, possibly credit-office-only (TBC) |
| ADDITIONAL INFOS (links → modal/page) | |||||
| 17 | Status History | Link | Panel | v3 | Audit trail — timeline modal |
| 18 | Versions | Link | Panel | v3 | Version history — diff viewer |
| 19 | Decisions | Link | Panel | v3 | Credit decisions list |
| 20 | Pendencies | Link | Panel | v3 | Outstanding items / to-dos |
| 21 | Notes | Link | Panel | v3 | General notes |
| 22 | Dossier | Link | Panel | v3 | Customer documentation |
| 23 | Priority History | Link | Panel | v5.1 | Priority change log — timeline modal |
| 24 | Rules | Link | Panel | v5.1 | Business rules applicable to this application |
| 25 | Offer | Link | Panel | v5.1 | Generated offer / proposal document |
| 26 | Credit Clauses | Link | Panel | v5.1 | Specific credit conditions and clauses |
| 27 | ETP | Link | Panel | v5.1 | Earnings/Transfer Plan or equivalent process document |
| 28 | Requirements | Link | Panel | v5.1 | Checklist of required documents/conditions |
| ACTIONS → MOVED TO AKTIONEN ▾ MENU | |||||
| 29 | Pricing übermitteln | Action | Aktionen ▾ | Screenshot | Submit pricing — was a button in side panel, moves to Actions dropdown |
| 30 | Pricing öffnen | Action | Aktionen ▾ | Screenshot | Open pricing — was a button in side panel, moves to Actions dropdown |
Summary: 28 elements stay in the Side Panel (information) · 2 elements move to Aktionen ▾ menu (actions). +10 new in v5.1
Recommended reading order and grouping for the Summary Side Panel.
The Finnova production app shows "Pricing übermitteln" and "Pricing öffnen" as full-width buttons in the side panel. These are actions (they trigger a submission or open a dialog), not information.
Benefits:
| Topic | Decision | Rationale |
|---|---|---|
| All fields flat (no "Dieser Antrag") | Single non-collapsible block | "Dieser Antrag" wrapper removed. All fields (ID, people, status, Geschäftstyp, Grundlaufzeit, Zweck) live in one flat, always-visible block. Simpler hierarchy, faster scanning, no unnecessary click to expand. |
| Loan Amount card (replaces Neu/Bisher grid) | Large-format card with two columns | Left column: Loan Amount in large type (20px) with CHF suffix, green ▲ or red ▼ delta indicator, and "was: X CHF" secondary line. Right column: Credit Limit for context. Inspired by fintech dashboard patterns — scannable at a glance, no need to mentally diff two columns. |
| Währungen placement | After "Dieser Antrag", before collapsibles | Currency context is read-only reference data, relevant to the application details above. Positioned after Dieser Antrag but before interaction-heavy sections (comments, notes). |
| Pricing buttons | ✗ Removed from panel → ✓ Aktionen ▾ | Actions don't belong in an information panel. Moved to "Pricing" group inside Aktionen dropdown. Consistent with the principle: "if it triggers something → Aktionen". |
| Collapsible states | Per v4a best practices | Empty: "Keine X" + CTA. Filled: counter badge + expand. Read-only: lock icon, no edit affordance. Multi-item: list with scroll. Text-only: inline preview (A2 pattern). |
| Additional Infos pattern | Links with icon + chevron | Per v4b: clean, scannable list. Icon differentiates each type. Chevron signals "opens modal/page". No counters here (they're on the collapsible sections above). |
Pattern: Identity + Details (flat) → Amounts → Context → Interaction → Navigation
Total: 28 information elements in panel · 2 actions in Aktionen ▾ menu · No "Dieser Antrag" collapsible · +10 new in v5.1