Unified Building Systems • 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.
Available 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
Consultant Tools
UBS Consultant CV Builder
Simple interface for building printable CVs / bios for consultants by practice area, carrier, and loss type.
Role: Consultant Mock‑up: form + preview
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
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).