MyRefinitiv Heatmap

Refinitiv, formerly Thomson Reuters Financial & Risk, is a global provider of financial markets data and infrastructure, serving over 40,000 institutions in over 150 countries.
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Refinitiv Access is a commercial model that delivers Refinitiv’s core capabilities and content sets within a single package with minimal limits on consumption and usage rights.

What does that actually mean? Simple: it's an all-you-can eat buffet of Refinitiv products and data for key strategic customers.

MyRefinitiv is a customer self-serve platform. Here, Refinitiv provides access to usage data for some of the products available to Refinitiv Access customers.

This provides the opportunity for users to monitor usage of Refinitiv products across their organisation and track the value provided.

As part of 'Release Two', we built on this experience by providing usage data for more products and enhancing the experience by providing a more 'global' view of usage.

There is limited access to this usage data within an organisation. Usage data is available to market data managers and internal Refinitiv users.

Now with some context and a thorough understanding of the requirement, I started looking at potential data visualisation solutions based on existing market leaders and other related material.

Refinitiv did not have any existing map functionalities built into the current module library to solve this requirement. This became a good use case to solve for that and design and deliver a component in a way that is robust and adaptable, that can be leveraged for future use cases.

I began to think in component-level detail by sketching out multiple iterations from a wide scope of potential solutions.

Later in this this step I intermittently jumped into Sketch to wireframe some of the promising solutions to obtain a better understanding of their feasibility within a slightly higher fidelity.
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Rapid prototyping these early concepts with InVision and testing internally with product managers, stakeholders, and internal account managers familiar with our user base allowed me to gather some feedback and adapt my designs accordingly.

Informed by internal user testing, we decided to use a heatmap to represent the available data. A heat map is a tool which allows us to visually represent data values using different colour hues.

There are a number of ways for users to interact with the component.
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The left 2/3 of the component features an interactive heatmap.
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The right-hand side panel allows users to filter or drill down by region and country.

Users can click on an individual country on the map. This opens a tooltip, which calls out the name of the selected country, the number of location accounts using Refinitiv Access Products within this country, and a link to view those location accounts.

Users can then view location account-specific product data in a modal.