After the release of their new customer portal, policyholders expressed a need for specific roles and permissions for specific individuals and tasks. For example, some policyholders allow third parties to submit their payroll reports online on their behalf. Those payroll providers a) need to be able to add and access multiple policies from one account, and b) should not be able to view information, such as claims, when reporting payroll.
I designed and shared wireframes with internal stakeholders for a new payroll provider version of the customer portal. With their feedback, I then shared these wireframes in an interactive demonstration to external payroll provider groups. In these sessions, we learned more about their desired functionality, which helped me finalize requirements and refine acceptance criteria for execution.