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[Content] View and Update your financial institution profile #1026

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natalia-fitzgerald opened this issue Oct 24, 2024 · 3 comments
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@natalia-fitzgerald
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natalia-fitzgerald commented Oct 24, 2024

Update 1 - Update intro text on View and Update pages

Update the intro text to create consistency in how we display acronyms on first mention.

Current

View Update
Screenshot 2024-10-24 at 4 00 03 PM Screenshot 2024-10-24 at 3 59 59 PM

Updated

View Update
Screenshot 2024-10-24 at 4 02 47 PM Screenshot 2024-10-24 at 4 02 52 PM

Update 2 - Type of financial institution text on Update page

Update the text to include "financial" before "institution"

Current

View
Screenshot 2024-10-24 at 4 08 27 PM

Updated

View
Screenshot 2024-10-24 at 4 07 21 PM
@natalia-fitzgerald natalia-fitzgerald changed the title [Content] Intro text --- View and Update your financial institution profile [Content] View and Update your financial institution profile Oct 24, 2024
@natalia-fitzgerald
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natalia-fitzgerald commented Oct 25, 2024

@billhimmelsbach
Do you think we could preserve these other changes we had planned to make? I suspect that other updates to the RSSD ID text will take time so I'd rather not have the changes listed below waiting on that.

  • Consistent ordering between the View, Update, and Sign and submit (1. TIN, 2. RSSD ID, 3. Federal prudential regulator)
    • From a user perspective changing the ordering on just the update form is not helpful, regardless of how the information is ordered in the helper text.
  • Use "RSSD ID" and "TIN" in the helper text for both View and Update because this is spelled out in the form directly below the helper text
    • We had decided to use the acronyms on the helper text in the update page because the acronym is fully spelled out just below

I checked with @nongarak and he gave the thumbs up on making these changes.

@natalia-fitzgerald
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natalia-fitzgerald commented Oct 28, 2024

Checklist of changes

@billhimmelsbach - I will check these off when I review.

  • Spell out acronyms for GLEIF and NIC in intro text and put acronym in parenthesis
  • Consistent ordering between the View, Update, and Sign and submit (1. TIN, 2. RSSD ID, 3. Federal prudential regulator)
  • Use "RSSD ID" and "TIN" in the helper text for both View and Update because this is spelled out in the form directly below the helper text
  • In Type of financial institution section spell out "financial institution" instead of showing just "institution"

@billhimmelsbach
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billhimmelsbach commented Oct 31, 2024

I'll pick up this ticket from Sigmund, and add it to the backlog.

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