FIGR / UI TEMPLATE

Beneficiary Management

Add, verify, prioritize, and update beneficiaries while keeping allocation totals, relationship details, and policy rules clear.

This settings reference covers insurance & claims. Its sample screen includes Maya Rivera · 50% and Alex Rivera · 30% and the Add beneficiary action. Adapt its workflow to your product and design system.

Beneficiary Management

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At a glance

Screen

Settings

Primary action

Add beneficiary

Pattern

Beneficiary management

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The beneficiary management screen supports “Add beneficiary” while keeping beneficiaries and allocations in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Add beneficiary
  • Main area: Beneficiaries brings the user to the relevant workflow
  • Related area: Allocations keeps nearby context accessible
  • Beneficiaries: 3 in the sample screen
  • Allocation: 100% in the sample screen
  • Example 1: Maya Rivera · 50%
  • Example 2: Alex Rivera · 30%

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Disable duplicate submits while keeping entered values visible
  • Empty: Show required inputs and help people start without a blank form
  • Error: Keep filled fields and identify the exact problem to fix
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Add beneficiary and say what happens next

Where it fits

Beneficiaries → Allocations → Add beneficiary → Review result

Patterns in this screen

Beneficiary management, Beneficiaries, Allocations, permission handling, error recovery

UX choices to review

Separate routine settings from high-risk or irreversible changes

In this example, Maya Rivera · 50% is one of the records worth checking. Keep the sample data clearly separate from a live system.

Explain who can edit each setting and where it will apply

Confirm saved changes while preserving a way to review or recover

Try a similar screen in Figr

Design a beneficiary management screen for an existing insurance & claims product. Use our actual design system, components, and content rules. Cover Beneficiaries and Allocations, include believable records such as Maya Rivera · 50%, and make "Add beneficiary" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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