Review design implementation of making most data fields default to "not applicable"

[natalia-fitzgerald]

Review design implementation of "not applicable"-- cfpb/sbl-frontend#1013

• Updated the fallback values for most fields to "Not applicable"
• Ensured Type of Financial Institution, Federal Taxpayer Identification Number (TIN) show as blank values when missing
• Updated language for Legal Entity Identifier Status from "Active/Inactive" to "Issued/Lapsed"
• Refer to [Spike] Determine which fields are required to enable submission #2 for which unpopulated fields should be shown as blank

[natalia-fitzgerald]

@dan-padgett
After reviewing @meissadia's implementation, I am considering whether we may want to show some something for the two fields that are currently defaulting to blank when the user has not provided the information. This includes TIN and Type of financial institution.

What would you think of showing "Not provided" for fields where the user has not yet provided the required information.

[dan-padgett]

@natalia-fitzgerald I think we want the warning if we go this route. Otherwise there's a chance that "Not provided" is seen as an acceptable state. And given that, I wonder whether just having the alert would be better--maybe even going the route of a blank value with the warning below it. What do you think about those two options?

[natalia-fitzgerald]

Yeah, I actually considered that too but that also seemed to lack context.

[natalia-fitzgerald]

@meissadia @billhimmelsbach
We would like to implement this with "Not provided" instead of blank and the inline warning alert. The alert text is placeholder at this point but I will review with UX today.

• @dan-padgett @angelcardoz

[natalia-fitzgerald]

@dan-padgett @angelcardoz

Warning alert content for your review:

LEI

• Lapsed
• Your financial institution must have an active LEI to file. Visit GLEIF for details on how to reactivate your LEI or email our support staff for assistance.

TIN

• Not provided
• You must provide a TIN for your financial institution to file. For instructions on how to provide this information visit update your financial institution profile.

Type of financial institution

• Not provided
• You must provide your type of financial institution to file. To provide this information visit update your financial institution profile.

[natalia-fitzgerald]

@dan-padgett @angelcardoz

LEI status

• Lapsed
• Your financial institution must have an active LEI to file. Visit GLEIF for instructions on how to reactivate your LEI or email our support staff for assistance.

Federal Taxpayer Identification Number (TIN)

• Not provided
• You must provide your TIN to file. Visit update your financial institution profile for instructions on how to update this information.

Type of financial institution

• Not provided
• You must provide your type of financial institution to file. Visit update your financial institution profile to provide this information.

Here's an updated mock-up based on our changes:

[natalia-fitzgerald]

@angelcardoz @dan-padgett
Updated based on where we landed on sign and submit.

• @meissadia

[natalia-fitzgerald]

Update:

• Reviewed screenshots here: Institution Profile pages - Update alert text for missing TIN and LEI sbl-frontend#1052
• Next step will be to review on DevPub when this is pushed there.

[natalia-fitzgerald]

Reviewed DevPub implementation here:

• Institution Profile pages - Update alert text for missing TIN and LEI sbl-frontend#1052 (comment)
• feat: [View/Update institution profile] Create a shared page-level alert for when API is unreachable sbl-frontend#1056 (comment)

Screenshots of what's on DevPub