Product
Member's Beneficiary Flow
UX redesign of ATRF’s MyPension Beneficiary module, unifying multi-role workflows and improving accessibility, clarity, and confidence for sensitive data management.
Category
Client
Year
Project overview
Redesigned the Beneficiary module for ATRF’s MyPension portal to support Members, Pension Partners, and Nominees within a single, accessible framework. Replaced direct edits with a secure Request Status Update flow, improving clarity, accessibility, and confidence when managing sensitive information.
Problem
The Beneficiary module evolved into fragmented, role-specific flows with inconsistent permissions, UI states, and accessibility support. Users were often unsure what actions they could take, leading to confusion and increased support requests.
Approach
Unify beneficiary workflows across roles while respecting permissions
Clarify what users can view, edit, or request
Improve accessibility for sensitive, form-heavy interactions
Establish reusable patterns for future modules
Solution
Role-Aware, Task-Consistent Framework
All user roles share a consistent interaction model, with permissions clearly communicated through UI states and messaging.
Members: Create or request beneficiary updates in a guided flow
Pension Partners: Submit update requests via a secure form with document upload
Nominees: Read-only access using the same layout for familiarity
Request Status Update Flow
Direct edits were replaced with a structured request flow:
Select change type
Provide supporting details
Upload documents
Submit for ATRF review with confirmation and reference number
This improved security, clarity, and user confidence.
Accessibility & Reusable Components
Clear permission messaging and disabled states with explanations
Inline validation and consistent success/error feedback
Shared MUI-based components (inputs, upload, confirmation)
Designed to WCAG 2.1 AA standards
Result
While full implementation was paused due to budget shifts, the redesign established a scalable, accessible foundation for managing sensitive data.
Projected outcomes:
Improved task completion through simplified flows
Reduced support requests related to permissions
Increased trust and confidence across all user roles
