Copyright © 2023 by Westpac Banking Corporation. All rights reserved.


Digital Experience

Originations is the application process for all personal and business products. After thorough analysis and customer research, we’ve created conventions that we apply to our projects. These conventions use our CX principles and standards, meet our compliance commitments, and create consistency across our digital channels. The originations conventions include a sequence and reusable patterns. By using these conventions, projects can replicate what works, so there’s no need to reinvent the wheel every time.

How to apply the Originations Conventions

Step 1: Design your product application flow

The flow includes all the steps that our customers need to complete an application. These are high level categories you should consider when creating an application.

Each project is different, but there are some constants that apply to every product journey. These make up the default originations simple sequence.

Apply the sequence to your application flow and work with your designer to incorporate the details specific to your project.

Step 2: Apply the UX patterns to your designs

After you’ve mapped out the features to include in your application, you can apply our reusable UX patterns to your project.

You must adopt the patterns ‘as is’, but you can adjust the copy and disclosures to fit your project.

UX Patterns:

Step 3: Add product specific requirements

You can add requirements that are specific to your project to help support our customers in completing an application for your product.

The working designs of products like yours are available in our ‘projects in flight’ register. The register will help you to see how other projects have applied the originations conventions.

Step 4: Validate the design with your customers

Our customers come first. The originations conventions have been validated with our customers. If your product requirements challenge these conventions, make sure you validate these changes with our customers.

You can use our current customer insights as inputs to your own research and design process.

Step 5: Ensure your application is accessible

At Westpac, we're committed to creating experiences that are accessible and inclusive for all. The UX patterns use components from the accessible GEL design system and have applied accessibility standards. If you’re changing a UX pattern, you'll need to ensure that your case for change includes an accessibility validation.

Although the individual patterns themselves are compliant with accessibility standards, when you are using the originations conventions things may change based on your product needs and customer flows, so you'll still need to test your designs and technical builds in order to meet WCAG 2.2 AA standardsCopyright © 2023 by Westpac Banking Corporation. All rights reserved. at a minimum (with support from the Access & Inclusion Team).

Using the GEL Design SystemCopyright © 2023 by Westpac Banking Corporation. All rights reserved. for additional components and patterns will also help you to meet the standards.

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