Compact case · BrokerTec

Designing a data-heavy platform around access.

More than twenty permission categories shaped what different users could see. The challenge was not simply organizing information; it was maintaining a growing repository while presenting role-appropriate information through shared pages.

Context

Business tools with technical consequences.

BrokerTec was a fixed-income trading platform created by ICAP, Merrill Lynch, and other participants in the financial industry. My work centered on tools for business users and the information structures supporting them.

I gathered requirements, produced functional flows and wireframes, secured stakeholder approval, and then translated approved designs into working interfaces. Information architecture and implementation were parts of the same role.

Business-user requirements Functional flows Wireframes Stakeholder approval Front-end implementation

01 · The design problem

Permissions were part of the information architecture.

Most sections were shared by many permission groups, but the information and actions available within those sections could differ. Access was therefore not a final security layer placed on top of the design; it affected the page structure itself.

01

More than twenty permission categories

The number of roles created many possible combinations of information, access, and responsibility.

02

Shared sections, different visibility

Multiple audiences used the same broad areas, so pages had to accommodate role-specific information without becoming separate sites.

03

An expanding data repository

Creating, maintaining, documenting, and progressively organizing the repository was an ongoing IA problem rather than a one-time sitemap exercise.

The same page did not mean the same experience.

Role and permission determined what information a user could see. The interface had to remain coherent even when its contents changed by audience.

02 · Design to implementation

The work continued past the wireframe.

Because the role included front-end development, the design process stayed closely connected to feasibility, data behavior, and production constraints.

Composite of three surviving BrokerTec web pages: landing page, company page, and market-data page
Surviving BrokerTec pagesThree preserved views: the landing page, corporate information, and market-data content.

One role bridged four stages.

01Gather requirements directly from business users.
02Model the behavior through functional flows and wireframes.
03Review and secure approval from department heads.
04Translate the approved design into HTML, JavaScript, ColdFusion, and SQL-backed interfaces.

The value was not merely knowing both design and code. It was being able to discover implementation consequences while the interaction was still being shaped.

03 · Early data delivery

Structured data changed what one page could do.

BrokerTec used WDDX—an early web data-exchange format—to present a fifteen-minute delayed ticker and support classified information for different audiences within the same page structure.

Why that mattered to the experience

Structured data delivery made the page less static. Information could be updated and varied without rebuilding an entirely different page for each group.

The technical mechanism and the information architecture were connected: the data format helped make role-sensitive presentation practical.

WDDX 15-minute delayed ticker Role-sensitive content Shared page structure
Technical note

An early web data-exchange pattern

WDDX used XML to move structured data between systems. In this project, it supported a form of dynamic, data-driven presentation before the patterns now associated with JSON-based applications became commonplace.

Evidence boundary: the three surviving visuals show public BrokerTec pages. The original portfolio text documents the permission model, repository problem, and WDDX behavior, but the complete internal tools and all role variants do not survive. The case therefore remains intentionally concise.

What the work left behind

The evidence attached to this job.

The surviving material is limited, but it still supports a distinct contribution at the intersection of information architecture and implementation.

Case takeaway

Access rules can shape the interface as deeply as navigation does.

BrokerTec joined information architecture, permissions, structured data, and front-end implementation. The result was a shared system capable of presenting different information to different users without fragmenting into unrelated experiences.

Permissions-aware information architecture Data-heavy repository organization Business requirements and functional flows Design-to-code implementation

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