TL;DR

WHY

To capture a new market while offering exceptional experience

WHAT

Discover's Identity Theft Protection service, a new feature designed entirely over the course of quarantine

HOW

Iterative design, A/B testing, usability testing, and the integration of a new design system and rebrand
Web (All Viewports), iOS
You can press most images on this page to enlarge them.

Project Overview

Key definitions

Identity Theft Protection (ITP): A service and feature set by Discover Financial Services (DFS) that monitors personal information and identity and offers resolution specialists
Friends & Family (F&F): The ability for existing DFS members to add friends or family members to their protection plan
Broad Market (BM): The ability for brand new non-Discover users without a Discover card to enroll in ITP
I joined the Friends & Family (F&F) feature project for Discover's Identity Theft Protection (ITP) service midway through its design and development. We continued to refine the feature with five different Agile teams before its launch in December 2020. Afterward, I worked on another feature, Broad Market (BM), which allowed users to enroll in ITP without a Discover account or card, using another vendor to handle the transactions of non-Discover cards. We faced a design bottleneck due to the new design system and had to update all the enrollment screens to use the new components before the feature launched in mid-April. I also worked on improving the design Kanban board to avoid future bottlenecks. Following the launch of Broad Market, I focused on implementing accessibility standards and requirements for Identity Theft Protection's enrollment, performing manual accessibility tests and training Discover employees on accessibility considerations to aim toward meeting WCAG 2.1 compliance requirements.

Design Iterations

For detailed annotations of these designs and rationale behind changes, check out either the MVP1 Interactive Web Prototypes or Usability Test Prototypes to learn more.

Enrollment Form

User ID & Password

Annotated Prototypes

Press on any of the images below to open an Adobe XD prototype walking through the user flows at each viewport. Prototypes are marked that explain in-depth the decisions and rationale behind some changes made between iterations from Friends & Family and usability testing to the MVP1 Broad Market Release.

MVP1 Broad Market Release

Web / Browser

[NEEDS REVIEW] Likely the Discover Identity Theft Protection enrollment form, similar to a confirmed nearby image (could not preview)
Desktop Viewport
Mobile mockup of the Discover Identity Theft Protection enrollment form with fields for name, address, email, phone, DOB, and SSN
Tablet Viewport
Mobile mockup of the Discover Identity Theft Protection enrollment form with fields for name, address, email, phone, DOB, and SSN
Mobile (Web) Viewport

iOS

Mobile handset mockup of the Identity Theft Protection sign-up success screen with a confirmation checkmark and Log In button
Handset Mobile
Tablet portrait mockup of the Identity Theft Protection sign-up success screen with a confirmation checkmark and Log In button
Tablet Portrait
Tablet landscape mockup of the Identity Theft Protection sign-up success screen with a confirmation checkmark and Log In button
Tablet Landscape

Usability test (PDf Design System Guide integration)

Press on either image below to open an Adobe XD prototype (mobile prototypes included in link) showcasing what we usability tested on eight participants. Our goal was to better understand some of the nuances of the Broad Market enrollment flow and hopefully condense some of the screens from the Friends & Family release into a single screen, as shown in the second of the two iterations shown below.

Early wireframe of the Discover Identity Theft Protection enrollment form with fields for name, address, email, phone, DOB, and SSN
Multi-page flow (Test Variant 1)
[NEEDS REVIEW] Prototype screen for the Identity Theft Protection project (could not preview image to confirm exact content)
Condensed flow (Test Variant 2)

Reflection

What worked?

The number of iterations of the screens overall to improve and tweak the designs of the enrollment flow allowed for many design considerations. My visual design skills definitely were utilized heavily during the early stages of Broad Market’s conception. I became more integrated into one of the development teams and worked closely with them to continuously iterate and validate designs to ensure technical feasibility while prioritizing what could reasonably go into the MVP launch.

What to improve for next time?

I think I learned quite a bit in this project about external factors that can affect the design process. The new design system that I was originally working from was handed off in PDF form, which essentially had me guestimating certain elements of the UI (like the pixel spacing between form fields). I synced often with other designers working on the Bank side of Discover’s ecosystem internally to ensure mutual understanding of the components that have changed in the new design system and those that didn’t match one-to-one. We eventually received the new design system a month before the product was intended to launch, which bottlenecked my design effort as I had to then go back through each screen and create each of them again with the new design components from the design system itself. We eventually made process improvements including a design request form, requests from which I routed to a Design Kanban board I managed to have specific and nuanced exit criteria to ensure this bottleneck didn’t happen again.
Discover Identity Theft Protection enrollment form shown across desktop, tablet, and mobile screens

IDENTITY THEFT 
PROTECTION

Exploring a new market value for Discover Financial Services through an on-going company rebrand
Date: Jan 2021 - May 2021
Skills: Prototyping, UX & UI Design, Client Relationship Management, Ideation, Accessibility
Team (Internal): Product Director, PM, Scrum Master, Designer (me), Engineers
Team (Client): Product Director, Five PMs, 5 Scrum Masters, Engineers, Legal