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Client: Reuters Ltd, London,
UK Human Interface Group
Project: Financial Objects: Lo-fidelity prototype for a Zero Coupon
Bond portfolio management system
The Challenge: Develop a rapid
prototype for a new kind of portfolio management system
The HumanLogic
Solution
To rapidly create a prototype for customer testing, HumanLogic created
an interactive low-fidelity prototype using hand-drawn sketches and a
rapid- prototyping tool. Our
design goals included a simple,clear and easy-to-use interface to illustrate
the effects of changing interest rates on the value of a portfolio.
The
user experience also needed to allow a user to manipulate interest rate
information and see the resultant effects on value in real time. The changes
in interest rates were specified by direct manipulation of the Zero Coupon
Curve (plotted as maturity vs. interest rate).The
curve could be fitted to certain behaviors to allow a user to see the
effect
of changes in
short-term
or long-term rates.The interface also enabled
visualization of the effect of curve manipulation on sector-specific values,
including the ability to see sector return decomposition in real-time
The
Results
| This
prototype was used to sell an interface for system tools to Reuters'
clients (such as Goldman Sachs), showing the possible uses of Reuters
technology and financial data.
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