I'm looking for an example of a simplified way of asking users to submit financial information in an online form for the following 4 categories e.g. income, commitments, assets and liabilities. Any tips please?
closed as not a real question by Rahul Feb 18 '12 at 1:42
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I really cannot understand completely the purpose or the business requirement, nevertheless let me provide overview in generic fashion -
Try to build all these information on one page without splitting them through wizard, as nobody likes to enter very detailed "numbers" since it requires lot of cognitive load to think and enter the data
Keep your questions to minimal and to the key importance alone, since people will be circumspect of entering asset details, since they would mostly think of somebody caches data intelligently and may even call them for some other investment or banking purposes
Provide clear field of entry, when entering numbers it should clearly mark the hundreds, thousand and million denominators without any doubts. All number related facts could be right aligned and total or gross sum can neatly appear at the bottom
Each of the section should be independent of editing and clearing the cells, if the data needs to be tweaked. (Depends on your business context)
Provide examples in case of technical jargon or help users to learn the forms easily.