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# APEX App 82963 "SIMS CUSTOMER New" — UX Reference for the HQ Console
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*Condensed from a full reverse-engineering of the Oracle APEX export (`f82963.sql`, 94 pages,
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68k lines, exported 2026-07-16). Purpose: when polishing HQ pages, match the **mental model**
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the team already has — not the APEX technology. The HQ console replaces this app.*
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## What the old app is
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Vendor-internal ops console for a **banking-software company**. Clients are **banks /
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cooperative credit societies** (the client-name column is literally `BANK`; rows carry
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IFSC, RTGS flags, e-collection codes, AnyDesk ids). Three product lines: core banking
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("SMS" modules, Deposit/Loan split), RTGS/NEFT integration, plus docs/billing and the
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vendor's own field-staff HR.
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## Team's ingrained UX patterns (worth honouring in HQ)
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1. **Role-driven home.** Dashboard/menu cards come from data (`SIMS_APP_CONTROL`) filtered
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by the employee's designation — each role sees only its cards. HQ equivalent: role-gated
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nav + "Mine" defaults for staff.
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2. **The daily workbench loop.** Day Begin → Work Bench (today's open items, assigned to me)
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→ close/transfer → Day End (carry-forward of anything unclosed: an unclosed ticket
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auto-rolls forward every day until handled). This "nothing falls through silently"
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carry-forward is the single most load-bearing behaviour — HQ's pipeline chase-list +
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reminder queue must feel like this: the item stays in your face until resolved.
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3. **Pending-first ordering.** Payment status list sorts `PENDING` to the top
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(`ORDER BY CASE WHEN PAYMENT_STATUS='PENDING' THEN 0 ELSE 1 END`). HQ: overdue/actionable
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rows always sort first.
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4. **One picker → detail panel.** Module report = pick a bank → see its modules; billing =
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enter bill no → see lines. Master-detail with a single obvious filter, not faceted search.
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5. **Free-text quick search** over name/status (`LIKE '%x%'` on BANK_NAME/PAYMENT_STATUS).
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HQ: keep the single search box idiom.
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6. **Status vocabulary the team speaks:** enquiry pipeline `GENERAL ENQUIRY → NEW PROJECT →
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WAITING FOR CUSTOMER RESPONSE → YES/NO`; tickets `OPEN / IN PROGRESS / CLOSED / TRANSFERED`;
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payment `PENDING / …`; proforma vs invoice via `INVOICE_TYPE` + `CONVERTED_FROM_PROFORMA_ID`.
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HQ's stages (Enquiry → New Project → Quoted/Waiting → Won/Lost) deliberately mirror this.
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7. **Everyone-visible reference data on the client row:** district, sector, phone, mail,
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WhatsApp, AnyDesk id, product flags (ATM/RTGS/SMS/MOBILE_APP). Support staff live off this
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card. (HQ gap noted: support-access fields are a deferred slice.)
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8. **Exports everywhere.** IG reports download CSV/XLSX/PDF. HQ: every list should copy/export.
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9. **Assignment is personal.** Tickets/enquiries carry `ASSIGNED_TO` (an employee name);
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reports filter by employee. HQ: owner on every pipeline row; "Mine" filter.
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10. **Calendar views** for tickets/leave, colour-coded by status via a colour lookup table.
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(Deferred in HQ; note only.)
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## Screen inventory the team knows (major ones)
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| Old page | What it does | HQ equivalent |
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|---|---|---|
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| 5 SIMS Client List / 6 form | master client book (IG grid, inline edit) | Clients / ClientDetail |
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| 2/3 SMS Client, 29/30 RTGS Client | per-product client lists | Clients + module roster |
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| 61 SMS_MODULES / 62 Module Report | modules per client (per-client only!) | Modules + NEW module→client roster (HQ improves: cross-client) |
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| 31 SMS TICKET / 27 RTGS_TICKET | enquiry "project" pipeline w/ ASSIGNED_TO | NEW Pipeline chase-list |
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| 45/64 BILLING, 71 BILL PAYMENT STATUS | bills + pending-first payment status | Documents, Dashboard, Reports |
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| 63/77/78 SIMS_INVOICES | normalized invoices, proforma→invoice convert | DocumentView convert-and-send |
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| 8/11/40 DAY BEGIN / WORK BENCH / DAY END | daily open-call loop, carry-forward | Dashboard reminder queue + Pipeline |
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| 42 Report | date-range + group/bank/employee filtered call report | Reports |
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| 51–56 DOCUMENTS | hierarchical doc库 cards | (deferred) |
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| 23/65 EMPLOYEE | employee master (EMPMASTER drives everything) | NEW Employees page |
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| 12/18/26/28/36/41/43 TA/leave/monthly | field-staff HR | deferred (non-goal) |
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## UX pass checklist derived from the above
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For EVERY HQ page: (a) actionable/overdue rows first; (b) one obvious search/filter;
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(c) owner visible where relevant + "Mine" default for staff; (d) counts shown, pagination,
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never silent truncation; (e) export/copy where a list exists; (f) status labels use the
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team's vocabulary above; (g) the thing you must do next is one click away (workbench feel);
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(h) works on a phone browser (spec non-goal: no native app).
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Thomas Joise
5 days ago