Patterns

The pattern library contains examples of components used together.

Account Display [ Ribbon Docs ]

Nickname with Masked Account #

Favorite Checking Account ***1201

Joint Checking ***1201
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Nickname with Masked Account # and Balances

Favorite Checking Account ***1201
Balalance $1,324.33 Available $1,324.33


Joint Checking ***1201
Balalance $1,324.33 Available $1,324.33
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Nickname with Account Type and Full #

This should be used sparingly, and is currently only used on the Account Summary.

Favorite Checking Account
Checking Account: 12345601


Joint Checking
Checking Account: 12345601
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Account Selection

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Activity Summary [ Currency Docs ]

0 Upcoming
$0.00
All
1 Complete
$57.00
Last 30 Days
1 Failed
$150.00
Last 30 Days
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Balances [ Currency Docs ]

Balance & Available

$1,452.00
Balance
$1,452.00
Available
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Large Balance Right

$1,252.18
Available Now
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Large Balance Center

$1,252.18
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Buttons [ Button Docs ]

Wizard Buttons

Previous Step
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Save/Cancel Buttons

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Not Right Now...

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Edit/Delete Buttons

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Select Multiple with Badge

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Button with Icon

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Small Button Group

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Previous Page Button

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Expand/Collapse Link Button

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VerifyU Button

Mobile Phone

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Filters & Searching [Docs: Filter | Tile]

Filter

A stand alone filter in a .tile.

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Filter with Title

A stand alone filter with a title in a .tile.

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Search as you Type

"Search as you type" uses JavaSript to filter the page as the user types. The "close-x" is added via JavaScript when content is entered into the field.

Money Link Connections

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"Search as you type" uses JavaSript to filter the page as the user types. The "close-x" is added via JavaScript when content is entered into the field.

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Filter with Search on Submit

Find a Branch or ATM

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Items [Docs: Item | Link Area] | Tile] | Box]

Items used with .link-area, .tile and .box-left-cap.

Forward Item with Action Text

Forward Item Callout

Label/Value Pairs

Notifications & Messages

Sent Dec 15, 2016
To a*****@gmail.com
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Accounts

To Favorite Checking Account ***1201
From Joint Checking ***1201
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Payments

Last Payment $545.44 on Jan 4, 2016

$545.44 Due Jan 4, 2016
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Lists & Menus [ List Docs ]

List with Icons on Left

Title

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List with Icons on Right

Title with Icon

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Menus

Deposit Accounts

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Activity Lists

Upcoming Transfers

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History

Tree View

Expand

Loading & Processing [ Spinner Docs ]

Loading

The loading spinner is used when parts of a page are being loaded.

Loading...
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Processing

The processing spinner is used during a workflow, such as Mobile Deposit, while the user is waiting for a process to complete.

Processing...
Please allow up to 3 minutes.
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Messages [ Docs: Boxes | Tile Components | Icons ]

Messages with Left Cap & Icon

An info message
You have successfully logged out.
An error or warning message
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Messages with Icon & Detail

Note: When used inside a wizard, exclude the containing .tile.

An Error or Warning Message


Follow up information about the message.

A success message


Follow up information about the message.

An info message


Follow up information about the message.

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Dismissible Messages

A close "X" can be added to any .box or .box-left-cap to make it dismissible.

NEW
2 new widgets have been added.
An Info Message
A box with a left cap that is dismissible.
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Status Messages

Completed


Completed
Paper Check #W986786
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Failed
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Processing
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Deleted
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Settings [ Toggles Docs ]

Expander-Style

Use this style of page when:
  • Members benefit from a broad overfiew first.
    If your settings page may contain multiple settings that need to be viewed on one page if possible so that the member can make the correct choice. This design conserves vertical space so that each potential setting on the page can be viewed and evaluated before a decision is made.
  • Your settings aren't immediately understandable.
    Perhaps not all of your options are easily understood, so an expanded explanation snippet will generate enough confidence to click a button to open a new page.
  • Your settings behavior is not simple/consistent.
    In the case of the VerifyU Settings page, for example, some settings launch into a workflow, others toggle on/off during the page, and some cannot be changed at all. The expander pattern allows you to hide "what can I do with this" behind a click, so not every expandable section has to have the same behavior (or even the same number of potential actions).
Optional elements of note:
  • Most pages will not benefit from having a large icon for each line. Evaluate whether the icon is actually providing value beyond decoration.
  • Many may not have a simple "ON" or "OFF" value. Use your discretion as to whether that element is needed at all, or if some other piece of information would help the member make a decision about whether to click the expander.
  • In this example, I used animated icons for the expand/collapse. We typically also have a method using paired icons -- one hidden, the other shown -- which toggle visibility. Either method is acceptable, and you may work with a software dev to figure out which is best for your scenario. (I think the animation one is cooler, but you need to make sure the javascript is set up correctly for your click area scenario)
  • The .mini-heading title over the .item-container would only be necessary if the page contains multiple tile groupings.

Methods - A title for this grouping of settings

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On/Off

Text Message

On Off
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Hide/Show

  • Favorite Checking Account ***1201
    Balalance $1,324.33 Available $1,324.33
    Show Hide
  • Joint Checking ***1201
    Balalance $1,324.33 Available $1,324.33
    Show Hide
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Tables [Docs: Flex Tables]

Comparison Table

$0 Monthly Fee
with services like Paperless Statements
and an active debit card
Otherwise, $5-$10 monthly
Overdraft protection—protects you from declines
Unlimited check writing
Benefits and rewards with more services
Free debit card
No minimum balance
Unlimited check writing
$0 Monthly Fee
with Paperless Statements and
Direct Deposit of your pay
Otherwise, $5 monthly
No overdraft fees—spend only what you have
Checkless with Web Pay
Pick only the features you need
Free debit card
No minimum balance
Unlimited check writing
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Tiles [Docs: Tile | Item]

Tile with Settings

Click to configure

Report

Last 30 Days
--Content--
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Tile with Actions

Content
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Tile with Actions 2

Content
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Matching Tile Height

An example of two tiles side by side in a row. Uses Flexbox to force them to be the same height.

I have little content.

I, however, have a more content.

Tiramisu oat cake pastry jelly beans. Donut tart apple pie chocolate cake. Jujubes cookie chocolate cake oat cake. Sesame snaps cotton candy lemon drops chocolate bar chocolate bar macaroon.

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Timeline [Docs: Timeline Component]

Timeline with Numbers

Private Student Loan Timeline

4-6 Week Process
  • 1You Complete Your Application
    If you've gathered all your info, the application takes 30-45 minutes
  • 2We Review Your Application & Notify You of the Status
    2 business days
  • 3Your School Certifies Your Enrollment & Loan Amount
    10 business days
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Timeline without Numbers

See Offers in Under 60 Seconds

What To Expect

  • Find Your Personalized Offers
    Get prequalified card offers with no risk and no obligation.
  • Choose Your Favorite Offer
    Decide which credit card is right for you.
  • Complete the Online Application
    We'll prefill your info to make it even easier.
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Wizards

Wizards should be used for linear, multi-step workflows.

First Step

The first step has a "Next Step »" button only.

 

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Middle Steps

Middle steps include "Next Step »" and "« Previous Step" buttons.

Sub Title for a Group of Fields

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aliquam laoreet ullamcorper consectetur. Vivamus mollis pretium facilisis. Donec sodales volutpat cursus. Nulla facilisi. Fusce in orci non turpis tincidunt blandit eu sed massa.

 
 

Previous Step
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Second-to-Last Step

On the second-to-last step, an orange heading reminds the user to review what they have entered before proceeding.

The primary button should tell the user exactly what hitting the button is going to do. In some wizards, this text might be decided based on user input. (i.e. "Transfer Now" vs. "Schedule Transfer"). (No forward arrow » on this button.)

Before we continue, is everything correct?

Item 1:
Data entered
Item 2:
Data entered

Previous Step
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Last Step

The last step includes a stautus message - Green for Success, Red for Error, or Yellow for Warning.

A hollow button offers a way to return to previous page. (No » or « on this button)

Transfer Complete


Time Stamp:
2/18/2013 4:37 PM Central Time
Transaction ID:
123456
Item 1:
Data entered
Item 2:
Data entered

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Wizard Nav Alternate Option

When the number of steps greatly exceeds the available horizontal space, the nav can be reduced to a "Step 1 of n" style.

In this condensed nav, three dots should appear, indicating first, last, and all intermediate steps.



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Focused Wizard

This wizard appears narrower and centered on desktop. Best used with a series of small single-pointed questions. Buttons sit side-by-side on desktops and stack on mobile.

Step 1: Find Your Personalized Offers

This estimate should include anything you want considered as income, such as:

  • Salary or wages
  • Bonus pay
  • Tips and commissions
  • Retirement benefits, Social Security or disability
  • Rental property income
  • Alimony or child support
  • Spouse's income
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