Hello UX experts,


I need some advice in regards on how to display large amounts of

financial information on the screen.



My client is an Insurance Provider. They currently have re-designed an

internal application for their insurance products. As you could

imagine, there is a lot of data to display. Currently they display

the information in a table format (grid format), which extends horizontally and

vertically. For example, column headers are

- Client Number

- Client Name

- Trading Name

- Policy Number

- Type

- Start Date

- Transaction

- Internal ID

- Channel

I was wondering if you could provide advice on how to display large

amounts of data (specially in the financial sector), if you collapse

columns together, or if you have any tricks under your sleeve for

this sort of situation :) are there best practices?



Thanks!

-Juan


Juan Ruiz
Senior User Experience Architect
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hyro

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