Mobile Remote Deposit Capture (Mobile Product)

Mobile Banking
Customer Experience Mobile Documentation

Mobile Remote Deposit Capture
This document contains UX flows and wireframes based on the initial discovery phase of the project.
Note: This document is best printed at 11x17 or viewed on screen.
Date: Fri Jul 12 2013
Version: 12.2.3
Table of Contents
High level flows
Enrollment Flow
Check Deposit (main flow happy path)
Photo Tips & Help
Account Selector, Amount Keypad
Error & Messaging Screens
Orientation Sensor and Control
Command Account Disclosure Presentation
10
High level flows - Android Native Pages
11
Android Native Screens
12
Android Native Menu
13
iPhone ATM/Locations Screens
14
Servicing App Screens
15
Change Log
16
Customer Experience
Mobile Documentation
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
Table of Contents
FILE NAME
MRDC_UX_v12-2-3_kls.graffle
VERSION
12.2.3
High level flows

1.0.2 Native Sign On
User logs in with user
name and password
First Time
or don't
show
chosen
4.0 Accounts
Check
Eligibility by
ZIP
13.3 Help
User selects deposit

check from footer nav
or menu
Take Photo
13.1.2.1 Photo Tips

Yes
photo tips layer above

camera screen
NO
close don't show again
if ZIP is Eligible
show MRDC Nav
13.1.2 Photograph
Front
13.1 Check Deposit
User takes picture
13.0.1 Error
system not available
user blocked (fraud, etc.)
limits reached/exceeded
other TBD
13.0 Initialization / Loading

check for MRDC features / issues
not loaded at login
Enter amount
NOTE: This will be presented as a

screen for iPhone and background
processing for Android.
13.0.2 Up Sell
Customer is eligible based
on state, but needs correct
account pack
Select Account >

(slider: shows avail
limit by acct)
13.1.3 Preview Front
13.1.6 Photo Tips
Use / Retake
(layer available from all

camera and deposit
form pages)
Photo check >

(after taken images
show here)
Eligible
incorrect
account pack
13.1.9 check deposit

screen with bank
error (reenter
amount)
User has
enrolled
13.1.1
Account
Selector
YES
Continue
Major version of T&Cs

must be accespted
13.11 check
processing
13.1.01 Uploading
Images Layer
13.1.4 Photograph
Back
(layer is presented above

deposit form while checks
are being uploaded)
User takes picture
13.1.5 Preview Back

Use / Retake
NO
13.1.8 Error / Photo Tips
13.0.3 T&Cs
continue
error with photo tips
User accepts T&Cs

NO
NO
(recoverable return with error)
Note: check processing screen is 13.11
13.2 Confirm
Deposit
Mitek
Accepted
YES
Bank
Accepted
Check has
hold?
NO
(unrecoverable)
YES
13.1.7 Unrecoverable Error
13.1.10 Hold
system not available

user blocked (fraud, etc.)
Display any error or failure with solution.
Customer Experience
YES
Check has hold
NO
continue
[cxl] [continue]
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
High level flows
FILE NAME
VERSION
12.2.3
Enrollment Flow
Native SignOn
APP_IP_1.0.2
Accounts
MRDC Initialization Error
APP_IP_4.0
MRDC Initialization (iPhone only)
Sign Off
Mobile Banking
Accounts
Username
Online Username
$10,008.00
CHKB*
$2,011.01
Sign On
SAVA*
$5,100.25
Security Guarantee
VISA*
$750.98
Password
Online Password
Sign Off
Note: For Android MRDC

initialization will be
background processing
with no screen/activity
displayed.
Mobile Deposit
CHKA*
APP_IP_13.0
APP_IP_13.0.1
Alert (or error) message.

- System not available
- User blocked (fraud, etc.)
- Limits reached on all accounts
- OS or Hardware not supported
non-recoverable
error conditions
<must include solution in message>
* Balance Information
View Accounts
Quick Guide
Privacy Policy
Accounts
Accounts
ATMs/Locations
Accounts
Accounts
ATMs/Locations
Mobile Deposit
Accounts
ATMs/Locations
Accounts
Mobile Deposit
ATMs/Locations
Mobile Deposit
Menu Expanded
ANNOTATIONS
APP_IP_4.0a
MRDC Terms & Conditions
A If customer is eligible by ZIP (during limited

rollout phase) show MRDC navigation,
including menu option.
NOTE: Transfers, Bill Pay, and Utilities menu
items are not affected by this project. Only the
addition of the Deposit Check button.
Sign Off
Mobile Banking Menu

Accounts
Mobile Deposit
View Accounts
Deposit Check
CHKA
MRDC Up Sell
Mobile Deposit Terms & Conditions
APP_IP_13.0.2
$10,008.00
Transfers
B Initialization processing completes the following

checks, if not completed at sign-on (no screen
is displayed:
Check for system availability
Check for eligibility
Check for enrollment
A screen will be displayed for iPhone,
background processing with a loading spinner
over the accounts page will be presented for
Android.
CHKB
<final content TBD - see copy deck for additional

details>
Sign Off
$2,011.01
Between My
Accounts
Send & Receive

Money
SAVA
$5,100.25
Bill Pay
VISA
$750.98
Make a Payment
View Payments
Wells Fargo Mobile Deposit
Settings
No eligible account
User is
enrolled
You dont have an account thats eligible for the

Wells Fargo Mobile Deposit service.
NO
Major version of T&Cs
must be accespted
Quick Guide
YES
C Initialization error will not allow user to proceed
to MRDC. These include system not available,
user blocked for fraud and all limits reached on
all accounts. error matrix will define conditions
and content for all errors.
Lorem ipsum dolor sit amet consectateur nonummy

lorenzino. Interdum volgus videt, est ubi peccat. Si
veteres ita miratur laudatque poetas, ut nihil
anteferat, nihil illis comparet, errat. Si quaedam
nimis antique, si peraque dure dicere credit eos,
ignave multa fatetur, et sapit et mecum facit et Iova
Mobile Deposit
For more information, please call us at

1-800-869-3557, 24 hours a day, 7 days a week.
ATMs/Locations
Sign Off
User is
eligible
Eligible - incorrect
account pack
APP_IP_13.0.3
Continue to:
laudatque poetas, ut nihil anteferat, nihil illis

comparet, errat. Si quaedam nimis antique, si
peraque dure dicere credit eos, ignave multa
fatetur,
Decline
Agree
Accounts
Accounts
Accounts
ATMs/Locations
Mobile Deposit
Accounts
ATMs/Locations
Mobile Deposit
D Upon acceptance Alerts will send email with

welcome info to the primary email address.
Accounts
E See error matrix for details, some instances

may display error rather than alert icon.
Customer Experience
ATMs/Locations
Continue to:
Mobile Deposit
Check Deposit flow
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
Enrollment Flow
FILE NAME
VERSION
12.2.3

Continued from: User Select Mobile Deposit
MRDC Check Deposit Form (default)
APP_IP_13.1
MRDC Check Deposit Form (acct/ amt filled)
Sign Off
Mobile Deposit
APP_IP_13.1a
Sign Off
Help
Mobile Deposit
Deposit cutoff time 6:00 pm Pacific Time
MRDC Photograph Front with help
APP_IP_13.1.2.1
MRDC Photograph Front
Photo Tips
Cancel
Cancel
Photo Photo
Tips Tips
Funds are available on the next business day after

the day of your deposit.
CHKA
For best results
Image of Check Front
CHKA
Today's deposit limit = $1,000.00

30-day deposit limit = $3,000.00
Amount
Deposit To
Retake
Photo Tips
Use
Amount
Take Photo
Take Photo of Front of Check
Review Photo of Front of Check
Place check on dark colored surface thats well

lit
$ 125.22
Check
Fit all 4 corners in guides

Don't Show Again
Close

Check
APP_IP_13.1.3
Help
Position camera directly over check (not angled)

A
MRDC Preview Front

Deposit To
APP_IP_13.1.2
Front
Back
Take Photo
C
Photo Tips
Photo Tips
Cancel
Accounts
ATMs/Locations
Deposit
Cancel
Accounts
Mobile Deposit
Deposit
ATMs/Locations
Mobile Deposit
E
F
F
MRDC Photograph Back
APP_IP_13.1.4
Cancel
Photo Tips
MRDC Preview Back
Photo Tips
APP_IP_13.1.5
Retake
Uploading Check Images layer
APP_IP_13.1.01
Mobile Deposit
Help
Mobile Deposit
Help
Image of Check Back
APP_IP_13.1c
Help
Mobile Deposit
Deposit To
Take Photo of Back of Check

ANNOTATIONS
A Account is pre-selected with the first eligible account
in the users list.
B Deposit button is disabled until form is complete.
C Photo tips will show each time the user opens the
camera unless they have selected Don't Show Again.
Either button will close the photo tips layer.
D Cancel at any point will clear form of all data and
return user to 13.1.
E Selecting Help, WF Accounts, ATMs will present a
warning that all data will be cleared (see messages).
All data will be cleared in this webview, returning will
present a blank 13.1 screen.
Customer Experience
Review Photo of Back of Check

F Once checks are uploaded layer will be removed and
user will see completed deposit screen. If images are
not successfully uploaded rephotograph images error
message 13.1.8 will be presented.
G Upon successful processing Alerts will send a
confirmation email with redacted check images.
H Deposit Anther Check will clear form of all data and
return user to 13.1.
Check
Check
Help
Mobile Deposit
Help
Deposit successful on 12/31/11 at 5:59 pm PT

CHKA
Amount

$ 125.22
Dont close your Wells Fargo app

until the process is complete.
$ 125.22
Check
Check
Front
Back
Photo Tips
Cancel
Cancel
ATMs/Locations
Deposit
Deposit
Mobile Deposit
Accounts
Cancel
Cancel
Mobile Deposit
Accounts
Deposit
ATMs/Locations
I View Accounts will navigate user to Account

Summary.
Mitek
Processing
Continued to:
13.1.8 any user
recoverable Mitek error
fail returns with error
pass
Bank
Processing
Amount
$125.22
Confirmation Code
123456
2. Securely store your check for 5 days after

deposit, then destroy it
Keep your check in a secure place until you
destroy it. You should keep it for 5 days after
deposit. This provides sufficient time in case the
original item is required for any reason.
Remember to destroy your check in a secure
manner after 5 days.
Mobile Deposit
unsuccessful upload returns with error
CHKA
What to do with your mobile deposited check

1. Write these words on the front of your
check:
"Mobile deposit on DATE (where DATE is the
full date you deposited the check by Mobile
Deposit)
Deposit
ATMs/Locations
Deposited To
A receipt has been sent to your primary email

address and your online banking secure mailbox.
Photo Tips
Photo Tips
Photo Tips
Accounts
Sign Off
Processing Check Images


Back
Sign Off
Deposit To
CHKA
Amount
APP_IP_13.2
Confirmation
Deposit To
Front $
Take Photo
MRDC Confirm Deposit

Amount
$ 125.22
Amount
125.22
Dont close$your
Wells Fargo app
APP_IP_13.1.11
Mobile Deposit
Deposit
cutoff time
pm Pacific
Time
Funds
are available
on6:00
the next
business
day after
CHKA
Deposit To
Today's
CHKA deposit limit = $1,000.00
30-day
Today'sdeposit
depositlimit
limit==$3,000.00
$1,000.00
MRDC Check Processing
Sign Off
Sign Off
Use
Uploading Check Images
Image of Check Back
MRDC Check Deposit Form (complete)
You can find more information about secure check

storage, retention, and destruction guidelines at
wellsfargo.com/mobiledeposit on your computer.
pass
fail returns with error

H
Continued to:
13.1.8 any user
recoverable Mitek error
PROJECT
AUTHOR
Kendra Shillington
SCREEN
FILE NAME
I
Continued to:
13.1.9 any user
recoverable Bank error
DATE
Fri Jul 12 2013
VERSION
12.2.3
Deposit Another Check

View Accounts
Photo Tips & Help

Continued from:
User Select
Photo Tips (form mode)
MRDC Photo tips (form mode)
Continued from:
User Select
Photo Tips (camera mode)
APP_IP_13.1.6
MRDC Photo tips (camera mode)
Sign Off
Cancel
Photo Tips
A Per Android Interaction Design Standards. There

should be no "Back" button in the android app. The
Android masthead should be displayed as follows for
all cases.
APP_IP_13.3
Back
Sign Off
Sign Off
Help
Deposit Check
ANNOTATIONS
MRDC Help
APP_IP_13.1.6
Photo Tips
Photo Tips
Mobile Deposit
Continued from:
User Select Help
Mobile Deposit Help
Deposit Activity
Overview
What To Do with Your Check
For best results
For best results
CHKA
Deposit
To camera
Today'sdirectly
deposit limit
= $1,000.00
Position
over
check (not
30-day
deposit
limit
=
$3,000.00
angled)
Position camera directly over check (not angled)

Amount
$ 125.22
Place check on dark colored surface
thats well lit
Place check on dark colored surface thats well

lit
Check
Take Photo
Photo Tips
When Is My Deposit Available?

Cutoff Times
Close
Close
Front
Back
Contact Us
Terms & Conditions
Photo Tips
Cancel
Accounts
Deposit
ATMs/Locations
Deposit Check
Mobile Deposit
Help Overview Slider
APP_IP_13.3.1
Back
Sign Off
Mobile Deposit Help - Overview
Accounts
Help What to do with your check Slider
APP_IP_13.3.2
Back
Sign Off
Mobile Deposit Help -
Help Photo Tips Slider
APP_IP_13.3.3
Back
Sign Off
Mobile Deposit Help - Photo Tips
1. Select the account to use for your deposit.

2. Enter your checks amount.
3. Take a photo of the front and back of your
endorsed check.
4. Submit your deposit.
Mobile Deposit is easy to use, accurate, and secure.
For enhanced security, check images are not stored on
your phone.
ATMs/Locations
Mobile Deposit

check:
Deposit)
Accounts
ATMs/Locations
For best results

Position camera directly over check
(not angled)
Place check on dark colored surface thats
well lit
Mobile Deposit
ATMs/Locations
Mobile Deposit
Back
You will know that your deposit amount is available

when the amount appears in your available
balance.
A deposit is held (or a hold is applied) when funds

are posted to your account but are not immediately
available to cover debits or withdrawals. Common
reasons include:
Large deposit amount
Frequent overdrafts
Deposited check returned unpaid
Indications a deposited check may not be paid
Customer Experience
Help Contact Us Slider
APP_IP_13.3.6
Back
Sign Off
Mobile Deposit Help - Contact Us
Deposits made
Funds are available
Before 6 pm Pacific
Time business days
On the next day after the

day of your deposit
After 6 pm Pacific
Time business days
On the 2nd business day

after the day of your
deposit
Non-business days
On the 2nd business day

after the day of your
deposit
Business days are Monday through Friday except

holidays.
Mobile deposited funds are available on the next
business day after the day of your deposit, unless
a hold is applied. If a hold is applied, youll be
notified.
For example, funds deposited on Monday before 6
pm Pacific Time will be made available to your
account on Tuesday. Funds deposited on Monday
after 6 pm will be made available to your account
on Wednesday.
Help T&Cs Slider
ATMs/Locations
Mobile Banking technical assistance

1-866-863-6762
24 hours a day, 7 days a week
Wells Fargo Mobile Deposit

Lorem ipsum dolor sit amet consectateur nonummy
lorenzino. Interdum volgus videt, est ubi peccat. Si
veteres ita miratur laudatque poetas, ut nihil
anteferat, nihil illis comparet, errat. Si quaedam
nimis antique, si peraque dure dicere credit eos,
ignave multa fatetur, et sapit et mecum facit et Iova
-sectateur nonummy lorenzino. Interdum volgus
videt, est ubi peccat. Si veteres ita miratur
Wells Fargo customer service

1-800-869-3557
Online Banking & Bill Pay
1-800-956-4442
laudatque poetas, ut nihil anteferat, nihil illis

comparet, errat. Si quaedam nimis antique, si
peraque dure dicere credit eos, ignave multa
fatetur, et sapit et mecum facit et Iova iudicat
aequo.
Mobile Deposit assistance

1-866-863-6762
Wealth Management Group clients
1-877-646-8560
To report online fraud
1-866-867-5568
Accounts
TDD for customers with hearing impairments

1-800-877-4833
Mobile Deposit
AUTHOR
Kendra Shillington
SCREEN
Photo Tips & Help
FILE NAME
Sign Off
Mobile Deposit Help - Terms & Conditions
Mobile Deposit
PROJECT
APP_IP_13.3.7
Back
For technical help via Twitter

Tweet us @Ask_WellsFargo
Accounts
ATMs/Locations
Sign Off
Deposit Cutoff Times
Status in Account Activity

You can view the status of your deposit in the
Account Activity for the appropriate account.
Accounts
APP_IP_13.3.5
Hold notifications
When a hold is applied on any portion of your
deposit, you will receive a notification that provides
details on the amount held and when it will be
available.
Accounts
Mobile Deposit
Help Cut Off Times Slider
Sign Off
Mobile deposited funds are available on the next

business day after you deposited them, unless a
hold is applied. If a hold is applied, youll be
notified.
Heres what you should do with your mobile

deposited check:

Accounts
Back
APP_IP_13.3.4
When Is My Deposit Available?
What To Do with Your Check

Mobile banking is now much easier. With Mobile
Deposit you can use your phones camera to deposit
checks anytime, anywhere. Simply:
Help Is My Deposit Available? Slider
ATMs/Locations
Accounts
ATMs/Locations
DATE
Mobile Deposit
VERSION
Fri Jul 12 2013

12.2.3
ATMs/Locations
Mobile Deposit
Continued from:
13.1 Select Account
MRDC Select Account Slider
Continued from:
13.1 Select Amount
APP_IP_13.1.1
Back
MRDC Check Deposit Form (iOS amount keypad)
Sign Off
Back
APP_IP_13.1b
Sign Off
Select Account
Limits below apply only to Mobile Deposit.
Mobile Deposit
CHKA
A
Help

CHKA
Deposit To
CHKB
SAVA

Amount
Check
Take Photo
B
MRDC Check Deposit Form (Android amount keypad)
ABC
DEF
JKL
MNO
Photo
GHI Tips
7
PQRS
Accounts
ATMs/Locations
Mobile Deposit
Cancel
8
APP_AN_13.1b
Deposit
9
TUV
WXYZ
0
Accounts
ATMs/Locations
Mobile Deposit
ANNOTATIONS
A When user selects Account, all eligible accounts are shown. The currently selected
account is indicated with a checkmark. See messaging section for accounts that have
reached or exceeded the limits.
B When a user selects Amount, the numeric key pad is presented.
C Keypad for iOS devices: The decimal should be automatically presented so the user
does not need to enter them.
D Keypad for Android devices: The decimal is input by the user as the JS does not support
automatic decimal placement.
Note: On devices prior to OS 2.2 the standard keypad will be presented.
Customer Experience
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
FILE NAME
VERSION
12.2.3

Continued from:
13.1 Select Account with
limits reached
MRDC User Recoverable Mitek Error
APP_IP_13.1.1
Back
Continued from:
13.1 any user recoverable
Bank error
Continued from:
13.1 any user recoverable
Mitek error
APP_IP_13.1.8
Back
Sign Off
Sign Off
MRDC User Recoverable Bank Error
Continued from:
13.1 any unrecoverable
error
APP_IP_13.1.1.4a
Back
Sign Off
Back
Mobile Deposit
Mobile Deposit
MRDC Check Hold
Sign Off
APP_IP_13.1.10
Back
Mobile Deposit
CHKA
Retake check photos
Amounts do not match
Youve reached the mobile deposit limit for this account.

You can make additional deposits on mm/dd/yy.
The photos of your check could not be

processed. Please take them again.
The amount you entered doesnt match the

amount on your check photo. Please enter the
correct amount or retake the photo of the front
of your check.
CHKB
Sign Off
Deposit To

User blocked (fraud, etc.)

Check not accepted
Display any error or failure causing check not
to be accepted along with solution

Amount
Position camera directly over check

(not angled).
$ 125.22
To deposit this check, select Continue.

Check
View Accounts
Fit all 4 corners in guides.

Cancel
Accounts
Mobile Deposit
Retake Photo
ATMs/Locations
Mobile Deposit
Accounts
Cancel
Deposit
ATMs/Locations
Mobile Deposit
Accounts
Continued from:
13.1 with no network
connectivity
MRDC Network Activity Error
Cancel
ATMs/Locations
Continued from:
13.1 User Select, Help, WF
Accounts or ATMs in tab bar
APP_IP_13.1.12
MRDC Navigation Message
A If any account has reached its deposit information about limit and when user can deposit
agin will be presented in the account slider.
NOTE: This account will not be selectable.
C For additional Hold messages, please refer to the Copy Deck. Continue will submit the
deposit and present the confirmation screen. Cancel will take user to 13.1 with all data
removed.
ATMs/Locations
Mobile Deposit
Continued from:
13.1 check processing
MRDC Check Processing
APP_IP_13.1.13
APP_IP_13.1.11
Sign Off
Help
Mobile Deposit
Help
Mobile Deposit
Processing Check Images

Deposit
cutoff time
6:00 pm Pacific
Time
No internet
connection.
Please
try
again later.
CHKA
B Any error related to photographing the check will be presented along with Photo Tips.
Retake Photo will take user to deposit form (13.1) to retake photos (both sides will need
to be retaken). Cancel will take user to deposit form (13.1) with all data removed.
Continue
Sign Off
Help
Mobile Deposit
ANNOTATIONS
Accounts
Mobile Deposit
Sign Off
Deposit To

Amount
Leaving at this point will clear all

Deposit To
Check
Front
Amount
Back
Check
Deposit To

Continue
$ 125.22
Front
Back
Amount
Cancel
ATMs/Locations
Deposit
Mobile Deposit
$ 125.22
Check
Front
Back
Photo Tips
Cancel
Accounts

Dont close your Wells Fargo app

Photo Tips
D This only affects screen 13.1, confirmation 13.2 will not generate this message.
Accounts
CHKA
CHKA
check
deposit data.
Cancel
$ 125.22
OK
Photo Tips
Customer Experience
We have received information from the paying

bank on this check. Based on that information,
it will likely be returned to you unpaid. If you
continue, we will delay the availability of the
funds from this check.
<$xxx.xx> will be available on <month dd,
yyyy>.
<must include solution & navigation>
For best results
ATMs/Locations
Hold notice
System not available
CHKA
SAVA
Mobile Deposit
Error message.
Photo tips
Youve reached the mobile deposit limit for this account.

You can make additional deposits on mm/dd/yy.
Accounts
APP_IP_13.1.7
Help
Select Account
MRDC Unrecoverable Error
Continued from:
13.1 any known deposit hold
condition
ATMs/Locations
Cancel
Deposit
Accounts
Mobile Deposit
ATMs/Locations
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
FILE NAME
VERSION
12.2.3
Deposit
Mobile Deposit
MRDC Photograph Front (same screen as page 5)
Check
||
MRDC Photograph Front Camera Tilted Back
Cancel
Photo Tips
APP_IP_13.1.2
Adjust Camera Angle
Adjust Camera Angle

B
Place camera directly over check
||
A If the Orientation Sensor senses the camera angle to be less than 10 off of parallel no
indicator will appear. This will also be the state of a device does not have an accelerometer.
C If the Orientation Sensor senses the camera angle to be more than 10 tilted forward the
indicator will appear with a warning message. Once the camera is at less than 10 the
indicator and warning message will not be shown.
MRDC Photograph Front Camera Tilted Left
APP_IP_13.1.2c
Cancel
Photo Tips
ANNOTATIONS
B If the Orientation Sensor senses the camera angle to be more than 10 tilted back the
MRDC Photograph Front Camera Tilted Right
APP_IP_13.1.2d
Cancel
Photo Tips
Adjust Camera Angle

D
APP_IP_13.1.2b
Cancel
Photo Tips
Cancel
Photo Tips
MRDC Photograph Front Camera Tilted Forward
APP_IP_13.1.2a
Adjust Camera Angle

E
D If the Orientation Sensor senses the camera angle to be more than 10 tilted right the
Animation Notation:
E If the Orientation Sensor senses the camera angle to be more than 10 tilted left the
As the user moves the device the trapezoid will smoothly animate to indicate how far off angle the camera is.
The following keyframes indicate four of the possible states of each movement direction.
NOTE: The user can still take the picture at any time, there is no disabling of the camera.
Tilted back
Tilted forward
Tilted right
Customer Experience
Tilted left
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
FILE NAME
VERSION
12.2.3
10
Accounts
MRDC Check Deposit Form (default)
APP_IP_4.0
Sign Off
APP_IP_13.1
APP_IP_13.1.1
MRDC Check Deposit Form (complete)
Sign Off
Sign Off
MRDC Confirm Deposit
APP_IP_13.1c
APP_IP_13.2
Sign Off
Sign Off
Select Account
Accounts
Mobile Deposit
Mobile Deposit
Help

A
CHKA*
$10,008.00
SAVA*
$2,011.01
VISA*
$750.98
CMD*
CHKA
Deposit To
$3,000.00
BRKA**
$250,000.00
* Balance Information
Deposit To
Check
Take Photo
Amount
* Not FDIC Insured. No Bank Guarantee. May Lose

Value.
Accounts
Deposit
ATMs/Locations
ATMs/Locations
Mobile Deposit
Accounts
ATMs/Locations
Amount
$125.22
Confirmation Code
123456
What to do with your mobile deposited check

check:
Deposit)
Check
Mobile Deposit
Cancel
Deposit


Value.
Accounts
Accounts
CMD*
$ 125.22
Photo Tips
Cancel
Deposited To
A receipt has been sent to your primary email

address and your online banking secure mailbox.
Photo Tips
** Account Disclosures

SAVA
Amount
Deposit successful on 12/31/11 at 5:59 pm PT
CMD*


Confirmation



Help
Mobile Deposit
Help
CHKA
COMMAND**
CMD* **
Mobile Deposit
Mobile Deposit
Accounts
ATMs/Locations
Mobile Deposit

Account Disclosures
APP_IP_4.0.2
Back
Sign Off
View Accounts
F
B

Value.
ANNOTATIONS
A Accounts (account summary) screen with Command account.
Accounts
ATMs/Locations
B Account Disclosures, including Command accounts information (screen shot taken

from production).
C Deposit Form (default) with no Command Account selected.
D Account Selector slider with Command Account and disclosure footnote.
E Deposit Form (complete) with Command Account selected and disclosure footnote.
F Confirmation Screen with deposit to Command Account and disclosure footnote.
Accounts
Accounts
ATMs/Locations
Mobile Deposit
Customer Experience
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
FILE NAME
VERSION
12.2.3
Mobile Deposit
Fold @ 415 px
11
launch Android app
Continue to wf.com
pages in webview:
Security Guarantee
Quick Guide
Privacy Policy
<user select:
navigation links>
<user select:
current location>
App Info
1.0.3.1
Sign On
1.0.3
Native Info page for app,

includes version number
and any other details
Native Android
Sign-On
<user select:
zip/address search>
ATM Location Results

2.2.4
ATM ZIP/Address Search

2.1.4
Native ATM Search

Results
Native ATM Search
Location Details
2.3.4
Native ATM Location
Details
Customer Experience
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
FILE NAME
VERSION
12.2.3
12
Sign-On
APP_AN_1.0.3
Mobile Banking
Username
Password
APP_AN_2.2.2
Location Details
Search Results
Online Username
APP_AN_2.3.2
Location Details
GOLDEN GATE BANK, BUSH ST
225 BUSH ST STE 100
SAN FRANCISCO, CA 94104
Phone
1-415-782-8630
Online Password
Hours
Mon-Fri 9:00 am-6:00 pm
Sat-Sun Closed
Sign On
Security Guarantee
Find ATMs/Locations
For Address: Current Location

1-5 of 25
Current Location
ZIP Code/Address
Quick Guide
APP_AN_2.1.2
Map & Directions
1. GOLDEN GATE BANK, BUSH ST

(0.17 miles)
225 Bush ST STE 10
(0.17 miles)
225 Bush ST STE 10
Find ATMs/Locations
ZIP
Search

(0.17 miles)
225 Bush ST STE 10
Privacy Policy
Address

(0.17 miles)
225 Bush ST STE 10
Continued from:
Or
Info
Services
Branch 1 ATM(s)
Address or Intersection
User Select ATMs/Locations from

any page other than native sign on

(0.17 miles)
225 Bush ST STE 10
APP_AN_1.0.3.1
City
State
APP_AN_2.1.4
Next
Mobile Banking
Search
Continued from:
Find ATMs/Locations
E
Narrow Your Search
User Select - Info

in native menu
ATMs
OFF
Branches
OFF
In-Store Branches
OFF
Current Location
ZIP Code/Address
Pagination for results on first page:
ANNOTATIONS
Next
A Update masthead and branding (page title and background

colors) on all screens.
Pagination for results on subsequent pages:
B Remove Wachovia related content from ATM search screen.
Previous
C Remove [WF] icons from results and locations page.

D Pagination for search results. NOTE: All buttons are secondary
button color and styling.
Pagination for results on final page:
E ATMs/Locations screen for any menu selection other than native

sign on page. Note: Both buttons are secondary button color
and styling.
Customer Experience
Next
Previous
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
FILE NAME
VERSION
12.2.3
13
Android Native Menu
Sign Off
Sign Off
Mobile Banking
Accounts
Username
Accounts
Mobile Deposit
Mobile Deposit
Online Username
Password
Online Password
Sign On
Security Guarantee
CHKA
$10,008.00
CHKA
$10,008.00
CHKB
$2,011.01
CHKB
$2,011.01
SAVA
$5,100.25
SAVA
$5,100.25
VISA
$750.98
VISA
$750.98
Find ATMs/Locations
Current Location
ZIP Code/Address
Quick Guide
N
HenryWells
Info
ATMs/Locations
Mobile Deposit
Sign Off
ATMs/Locations
Menu: Non Authenticated Sign On
Menu: Authenticated with MRDC Banking
Menu: Authenticated without MRDC Banking
Menu: Non Authenticated Find ATMs
N
HenryWells
ATMs/Locations
Info
Sign Off
Privacy Policy
Mobile Deposit
Sign Off
ATMs/Locations
Menu: Authenticated with MRDC Find ATMs
Sign Off
Menu: Authenticated without MRDC Find ATMs
B
C
Sign On
HenryWells
Back to Accounts
Mobile Deposit
Sign Off
Back to Accounts
Sign Off
ANNOTATIONS
A When user selects Menu on device native menu is shown.
B Menu for non-authenticated user.
C Menu for authenticated user, eligible for MRDC (see notes in enrollment flow).
D Menu for authenticated user, NOT eligible for MRDC.
Customer Experience
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
Android Native Menu
FILE NAME
VERSION
12.2.3
14
Native SignOn
APP_IP_1.0.2
Location Details
Online Username
Password
Online Password
APP_IP_2.3.1
Sign On
Search Results
Find ATMs/Locations
Username
Location Details
Sign On
APP_IP_2.0
Sign On
Mobile Banking
APP_IP_2.2.1
Current Location
User can select the

pin icon for details
(then continue) or list
item to get location
details.

225 BUSH ST STE 100
ZIP Code/Address
Sign On

225 BUSH ST STE 100
SAN FRANCISCO, CA 94104
Phone
1-415-782-8630
Hours
Mon-Fri 9:00 AM-6:00 PM
Sat-Sun Closed
Services
Branch 1 ATM(s)
Security Guarantee
APP_IP_2.1.1
Sign On
Quick Guide
A
Find ATMs/Locations
ZIP
Privacy Policy

(0.17 miles)
225 Bush ST STE 10
Search
Or
Accounts
Address
Accounts
Accounts
Map & Directions

(0.17 miles)
225 Bush ST STE 10
ATMs/Locations
Accounts
ATMs/Locations
Accounts
Address or Intersection
ATMs/Locations
City
Pagination for results on first page:
State
Next
Search
Pagination for results on subsequent pages:
Narrow Your Search
ATMs
OFF
Branches
OFF
In-Store Branches
OFF
Previous
Next
Pagination for results on final page:
ANNOTATIONS
Previous
A Remove Wachovia related content from Find ATM and ATM

search screen.
B Remove [WF] icons from results and locations page.
C Pagination for search results. NOTE: all buttons are secondary
button color and styling.
Customer Experience
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
FILE NAME
VERSION
12.2.3
ATMs/Locations
15

Mobile Preferences Screen
Mobile Deposit Details Screen

Help | You are currently logged in as support
Help | You are currently logged in as support
Mobile Preferences
Mobile Deposit Details
Please refer to each section to make changes to the Wells Fargo Mobile service for this customer.
Mobile Accounts and Nicknames

Mobile
Access
Name: Pat Smith

XAID: 000000000
ECN: 000000000000000
Name: Pat Smith

XAID: 000000000
ECN: 000000000000000
Return to Mobile Preferences
Edit
Status History
Account
Mobile Nickname
Checking xxx-xxx890 (Avail Bal = $10,000.00)
Date
Time
Activity
CHKA
10/01/11
05:59:00 pm PT
Deposit Submitted by Customer
Checking xxx-xxx123 (Avail Bal = $10,000.00)
CHKB
10/01/11
05:59:05 pm PT
Hold Indicated
Savings xxx-xxx999 (Avail Bal = $10,000.00)
SAVA
10/01/11
06:01:01 pm PT
Hold Accepted
10/01/11
06:01:05 pm PT
Deposit Pending Next Business day
10/01/11
05:59:00 pm PT
Deposit Submitted by OpsCon
Text Banking
Add a mobile number to start Text Banking.
Add a Mobile Number | Take Text Banking Tour
Check Images
Mobile Deposit
Deposit
Date / Time
Account
10/01/11
5:59 pm PT
CHKA
Amount
$100.00
Confirmation
Code
Check
Number
Current Status
12345
150
Submitted to MBA
Action
Details | Resubmit
10/01/11
5:59 pm PT
CHKB
$100.00
12346
2256
Hold Indicated
Details | Resubmit
10/01/11
5:59 pm PT
SAVA
$100.00
12347
336984
Memo Posted
Details
Cancel Mobile Banking
Image Type
Action
Color Front
View Image
Color Back
View Image
Greyscale Front
View Image
Greyscale Back
View Image
Facsimile Front
View Image
Facsimile Back
View Image
Save
Return to Mobile Preferences
ANNOTATIONS
A Mobile Deposit table contains all information from
mobile deposit, including current status.
F TMS returned hold.

G Use accepted hold.
B Details navigates user to details page for this

deposit.
K In 2.12 Find Another Customer link will be

added to allow OSC to switch between
customers. Following is the layout for this
section at that time:
H TMS did memo-post.
C Resubmit allows user to resubmit deposit (details

and access levels TBD).
I OpsCon submission accepted.
D User selected submit deposit via device.
J View Image, shows image inline.
Name: Pat Smith

XAID: 000000000
ECN: 000000000000000
Find Another Customer
E TMS returned hold.
Customer Experience
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
FILE NAME
VERSION
12.2.3
16
Change Log
Page
Impacted
Change
Date
0.1
All
Draft High Level Flow Concepts
7/23/10
1.0
All
Added initial wirefr ame concepts
8/10/10
Version
2.0
2.1
2.2
3.0
3.1
4.0
All
Removed Deposit Activity option
8/18/10
Added Error Reference
All
Added Loading/Initialization Screen
9/2/10
All
Added Splash Page and Deposit Log

Changed Labels on Mobile Deposit Hub, Processing Check
Removed Menu from Native Pages
9/30/10
All
Minor formatting & flow updates from version 2.2

Error screen clarification
Screen numbering updated
Navigation tabs added
All
Added details on help section

Added cutoff times link on verification page
Updated deposit activity and limits page with more clarification
All
Added android flows and native screens for ATMs/Locations

Updated flow and navigation tabs to be in sync with standards
Added second option with Accounts page including limits
(in this version limits are removed from the deposit activity page)
10/13/10
11/05/10
4/8/11
Page
Impacted
Change
Date
10.1
All
Removed "Front/Back" indicator graphics on camera UI.

Added Command Account Disclosure presentation screens.
8/29/11
10.2
All
Updated menus for android devices.

Added account summary and account disclosures screen to Command presentation section.
8/31/11
Added Accelerometer documentation.

Updated copy to be in sync copy deck v14 (including info on 2 day hold).
Added Android Native Screens.
9/13/11
Version
11.0 - 11.1 All
11.2
iPhone ATM/
Added ATM/Locations screens for iPHone (removing Wachovia copy)
Locations
All
Updated message indicator (changed from error to alert icon) and added OS/hardware message on
"Initialization Error" 13.0.1.
Removed 2 day hold reference on deposit form.
Updated copy to be in sync with latest copy decks.
10/27/11
All
Changed "Accelerometer" to "Orientation Sensor".

Added unique numbers to four states for orientation sensor.
Changed all instances from 30day to 30-day.
11/2/11
All
Added annotation and info on animation of Orientation Sensor.

Removed "Don't have an online username?" from sign on page.
Updated menu to reflect P2P naming for ICT transfers.
Updated content to match copy deck & removed content comparison page now that this is final.
11/29/11
11.5.1
Main Flow
Updated photo tips on initial screen (13.1.2.1) to be consistent with other photo tips content.
12/05/11
11.5.2
Android
Updated label for MRDC in native menu to be in sync with iPhone label. (Was Check Deposit, should be
Native Menu Mobile Deposit.
11.3
11.4
11.5
Updated screen numbers to match CX IA sitemap
5.0
6.0
All
All
Removed information and confirmation pages from enrollment flow.

Removed email link from T&Cs
Removed "Edit" buttons from both options
Added Daily and Monthly limits to option 1 (this is now removed from deposit activity screen)
Changed check processing screens to use overlays rather than separate pages
Added "Try It" link from accounts page
Updates from te am review of CAD and PDD.
Combined high level flows to include enroll and use in one flow.
Added available deposit info by account.
Added Help Screens (content TBD).
Updated error screens to show fatal and user correctable states.
Updated c amera screens form proprietary native to webview in option 1.
4/18/11
All
Moved Tab Bar below all UI elements, this is only to show the elements screen fold is above the tab bar.
Added Photo Tips help link below form and on image capture screens.
Removed Cancel from 13.1.1 on option 1, as this is the first page of the flow.
Added Cut Off Times as on screen text rather than link.
Updated MRDC Accounts 13.1 with additional content and links.
Removed help from each page in option 2, now only on screen 13.1.
Added alternate screen for navigation message and photo tips contextual help.
Added all version of android native menus.
7.1
All
Updated option 1 to use async submission.

Updated help with copy from content strategist (removed overview section, now part of help landing page).
5/4/11
7.2
All
Updated content to be in sync with copy deck v3
5/11/11
7.0
8.0 - 8.1
9.0
10.0
All
Updates from Usability tests
All
Added Servicing app screens

Removed Android Native pages (they will be updated as part of the Android/Amazon project #14325)
Added screen for android native menu.
Added annotations.
Added additional help screens.
Updated content.
Updated Tab button design.
All
Removed inline indication of bank (amount) error.

Added fold indicator for confirmation screen, all other screens show tab bar as the fold.
Added notation (13.1.1) for limit reached accounts not being selectable (on error/messaging screen).
Added notation (13.1.13) for Tab Bar items: "Leaving at this point will clear all check deposit data".
Removed Deposit Activity screens and tab buttons, updated high level flows and page numbering to reflect
de-scoping of this item.
Updated content to be in sync with copy deck v10.
Customer Experience
Various
12/14/11
Various
Updated design for message layers.

Updated network connection error message (no error title).
Added annotation regarding "leaving..." message on confirmation screen.
Added annotation regarding no back buttons in the android masthead.
1/24/12
Various
Updated high level flow be in sync with the wireframe changes in this version.
Added MRDC initialization screen (13.0) for iPhone only.
Added "Uploading Images" layer (13.1.01) for async image upload.
Added menu tab for all screens.
Changed links to buttons on unrecoverable error (13.1.7).
Changed iPhone Tab bar label from Accounts to Accounts (to be in sync with brokerage native app CR.
Changed Android menu icon label from Back to Banking to Back to Accounts (to be in sync with brokerage
native app CR.
Removed [WF] icons from location search results screens (Android & iPhone).
2/3/12
12.1
Various
Added ATMs/Locations screen (2.4.1) for Android native screens.

Added Pagination for ATMs/Location search results for both iPhone and Android.
Added font/link styling for click to call on location results.
2/6/12
12.1.1
Android
Native
Added Info Screen.
2/16/12
Various
Added hint text for username/password on Android - no change to requirements this was missing from the
wireframes.
Updated annotation B on error & messaging, user will always need to photograph front and back of check.
2/20/12
Various
Added "Change Customer" link on Servicing App screens.

Added Android keypad and annotation to Amount Keypad screen.
Removed "Sign On / Off" button on Android native locations screens.
3/2/12
Various
Corrected flow from Mitek error screen (13.1.8), should take user back to deposit form not camera front due
to camera issue on Android.
3/7/12
Changes "Change Customer" link to "Find Customer" on Servicing App screens.
12.2.1
Servicing
App
Removed "Find Customer" link on Servicing App screen and added annotation that this link will be added in
2.12.
3/15/12
12.2.2
Various
Updated deposit limits to 1000/3000
4/10/12
12.2.3
Drop menu
Changes Help to Quick Guide to correct error in wireframes
4/23/12
11.7
12.0
5/3/11
7/15/2011
12.1.2
7/27/2011
12.1.3
12.2
7/29/2011
12/06/11
HIgh level flow and enrollment flow - removed initialization screen, processing is in the background with no
new screen.
Contact Us - added phone icons and twitter contact info.
11.6
4/27/11
9/16/11
PROJECT
AUTHOR
Kendra Shillington
DATE
Fri Jul 12 2013
SCREEN
Change Log
FILE NAME
VERSION
12.2.3

Mobile Remote Deposit Capture (Mobile Product)

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Mobile Remote Deposit Capture (Mobile Product)

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Mobile Banking

Customer Experience Mobile Documentation

Date: Fri Jul 12 2013

Check Deposit (main flow happy path)

Photo Tips & Help

Account Selector, Amount Keypad

Error & Messaging Screens

Orientation Sensor and Control

Command Account Disclosure Presentation

High level flows - Android Native Pages

Android Native Screens

Android Native Menu

iPhone ATM/Locations Screens

Servicing App Screens

Mobile Remote Deposit Capture

Fri Jul 12 2013

High level flows

User selects deposit

13.1.2.1 Photo Tips

photo tips layer above

User takes picture

13.0 Initialization / Loading

NOTE: This will be presented as a

Select Account >

13.1.3 Preview Front

13.1.6 Photo Tips

(layer available from all

Photo check >

13.1.9 check deposit

Major version of T&Cs

(layer is presented above

User takes picture

13.1.5 Preview Back

13.1.8 Error / Photo Tips

error with photo tips

User accepts T&Cs

(recoverable return with error)

Note: check processing screen is 13.11

13.1.7 Unrecoverable Error

system not available

Check has hold

Mobile Remote Deposit Capture

Fri Jul 12 2013

High level flows

MRDC Initialization Error

Note: For Android MRDC

Alert (or error) message.

<must include solution in message>

A If customer is eligible by ZIP (during limited

Mobile Banking Menu

Mobile Deposit Terms & Conditions

B Initialization processing completes the following

<final content TBD - see copy deck for additional

Send & Receive

Wells Fargo Mobile Deposit

You dont have an account thats eligible for the

Lorem ipsum dolor sit amet consectateur nonummy

For more information, please call us at

laudatque poetas, ut nihil anteferat, nihil illis

D Upon acceptance Alerts will send email with

E See error matrix for details, some instances

Check Deposit flow

Mobile Remote Deposit Capture

Fri Jul 12 2013

Check Deposit (main flow happy path)

MRDC Check Deposit Form (acct/ amt filled)