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02 / Product Study 02Version / v0.2Status / Concept

Customer Self-Service Portal

Interface & architecture concept

A portal that lets customers see their own data and complete routine requests without writing an email.

01 / Problem, user, idea
Problem
Context

Routine questions — documents, status, changes — arrive as unstructured messages and are answered manually.

User
Audience

Customers of a service business, plus the support team that currently retypes their requests.

Product idea
Direction

Accounts, permissions and structured request forms, connected to the same records the internal team uses.

02 / Architecture & workflow
Architecture
Technology-neutral
  1. FRONTEND — authenticated customer interface
  2. API — request and document endpoints
  3. APPLICATION LOGIC — validation, entitlements, request states
  4. DATABASE — accounts, requests, documents, history
  5. INTEGRATIONS — notifications, document generation
Workflow
Items / 5
  1. 01Customer signs in
  2. 02Structured request submitted
  3. 03Validation and routing
  4. 04Internal handling with full history
  5. 05Customer notified and record closed
Interface
Items / 3
  1. 01Empty states that explain the next action
  2. 02One request form per intent, no generic contact box
  3. 03Readable document history with versions
03 / Potential evolution
Next / 01
Roadmap

Partner access levels

Next / 02
Roadmap

In-portal messaging

Next / 03
Roadmap

Usage-based reporting

Conceptual product study — no client, no delivered system implied.

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