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Web-Based Application
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With a client composed of 10 of the world's
financial leaders and an objective to define the new standard for
securities lending, EquiLend
presented many challenges. Samples from this $10 million securities
lending project include:
These examples result from my work as lead interaction designer
for this project.
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Interaction Model
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Interaction Model
An Interaction Model defines the fundamental way users will interact
with the data. A colleague and I brainstormed ideas for six potential
models, which I presented to the client. The sketch on the left
shows the final Interaction Model, which incorporates the best ideas
from our original models.
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EquiLend Page Flows
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Page Flows
Page Flows map out the page logic. As these illustrations show,
the logic for securities lending can be quite complex. My background
in computer science helped me understand the logic needed for this
project.
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EquiLend Page Schematic
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Page Schematics
Page Schematics, often called wire frames, illustrate a
page's basic layout, organization and structure. For this project,
we created over 200 page schematics for six different business processes.
This schematic shows how we used Internet Explorer's iframes to
display more data on a page. Iframes allow horizontal and vertical
scrolling within a page.
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Screen shot from application
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Final Result
The system logged more than $11 billion in volume in its first
two weeks of operation. For more details, see the EquiLend
press releases.
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The Client
For this project, the client consisted of EquiLend's founders:
BGI
Bear Stearns
Goldman Sachs
J.P. Morgan Chase
Lehman Brothers
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Merrill Lynch
Morgan Stanley
Northern Trust
State Street Corp.
UBS Warburg
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