Unified Building Solutions • Internal Demo

UBS Role-Based UI Mockups

Phase 0 — Static UX
Proof‑of‑concept layouts for how different roles might experience UBS once wired into Jarvis. No live data, no auth, safe to share.
Phase 1 — Core Screens
Marketing & Accounts
Marketing / Account Manager Console
Pipeline view of active opportunities, weekly focus items, and key account health for regional managers and producers.
Role: Mkt / AM Mock‑up: dashboard
Large Loss Desk
LC Command Center
Command‑center style view for large complex claims: live claim funnel, task queues, carrier mix, and adjuster workload.
Role: LC Lead Mock‑up: ops console
Intake
Claims Intake Control Panel
Guided intake workspace for new claims: referral source, triage level, documents received, and handoff to the right LC / AM.
Role: Intake / Desk Mock‑up: workflow board
Internal / Admin
Consultant CV Library View
Admin‑style view over consultant CVs with filters, quick search, and status tags for "client ready", "needs update", and "draft".
Role: Ops / Admin Mock‑up: table + filters
Phase 2 — Time & Expense Experiments

Early concepts for how UBS will handle time and expense tracking for large, complex loss work.

Time & Expense
Time & Expense Console
Claim-centric time and expense hub with quick entry, unbilled & compliance metrics, and bulk spreadsheet upload for field work.
Phase 2 • UX mock-up
Platform Infrastructure

Hardware decisions and ROI analysis behind the UBS build workstation.

Hardware ROI
Mac Studio Configuration Analysis
Deep dive into the M3 Ultra 256GB selection: why not a MacBook Pro, why not M4 Max, and the ROI math behind 256GB unified memory for AI workloads.
Build Workstation Analysis + specs
UBS Platform Overview
UBS Hosting Model

Where UBS Actually Lives

  • UBS runs in the AWS cloud, in the same region as our Dallas HQ.
  • All production data, user access, and services stay in that environment—not on any personal workstation.

What the Atlanta Mac Studio Does

  • The Mac Studio in Atlanta is a build and design workstation.
  • It connects to AWS over secure APIs to develop, test, and generate assets, but it does not host or store production client data.

Why AWS Is Our Home Base

  • UBS runs on Amazon Web Services (AWS), the same cloud platform used by major financial and market‑infrastructure firms like Capital One, Nasdaq, and Aon for mission‑critical systems.
  • We use that infrastructure plus our own access controls to keep systems resilient and auditable, and AWS far exceeds the minimum standards for secure client data.

Why the Mac Studio Still Matters

  • For the build, the Mac Studio lets us run heavy coding, graphics, and AI experiments locally.
  • That means we can rely on pay‑per‑use API calls instead of stacking subscriptions and can iterate in seconds instead of minutes while we're prototyping.

In short: UBS runs in the AWS cloud—the same platform trusted by major financial and insurance players—while the Atlanta Mac Studio is simply the workbench we use to build and refine it faster and more cost‑effectively.

These screens are static HTML/CSS only. In the full UBS build, they will be backed by Jarvis services, real claims data, and automation (email, calendar, tasks, and reports).