Settlement Program Wind-Down Portal Closure UI

Quick answer

Wind-down UI closes the settlement program without stranding claimants who still have open CLM- or PAY- status.** Design WIN- closure campaigns* that sequence final notices, read-only grace periods, and hard portal shutdown on a court-approved timeline—after final accounting and court monitor sign-off. Claimants see clear next steps: download records, contact call center before deadline, or follow redirect to notice FAQ archive. Admins get a closure checklist blocking WIN-* completion until disbursements, UCF, and RSP-* remediation are resolved. Start from the Figma guides hub and pair with inline alerts, account dashboard, and Dev Mode handoff.

Who this is for

Product designers building settlement administrator portals that must sunset claimant-facing access on a fixed schedule.
Settlement administrators coordinating final communications, grace periods, and portal redirects without losing audit trail.
Class counsel and court monitors verifying closure gates before the program is archived.

Wind-down lifecycle overview

WindDownCampaign — WIN-992-001 · settlement_id: SET-992 · Status: Grace period
├── Triggers:
│   ├── Court approves [final accounting](/designing-breach-settlement-final-accounting-and-court-closure-ui-in-figma/)
│   ├── MON-* attestation received ([court monitor](/designing-breach-settlement-court-monitor-and-special-master-reporting-ui-in-figma/))
│   ├── All PAY-* batches reconciled · UCF routed
│   ├── Open DIS-* disputes resolved or escalated to archive-only
│   └── Admin counsel signs closure readiness memo
├── ID namespace:
│   ├── WIN-* (wind-down campaign) · NOT-* (notice template send)
│   ├── PH-* (portal phase) · RED-* (redirect rule)
│   ├── CHK-WIN-* (closure checklist item) · LOG-WIN-* (closure activity)
│   └── BNR-* (global portal banner)
├── Portal phases (PH-*):
│   ├── Active — full claimant self-service
│   ├── Wind-down announced — BNR-* + email NOT-*
│   ├── Grace read-only — view CLM-* · download docs · no new submissions
│   ├── Hard close — login blocked · RED-* to static archive
│   └── Archived — admin read-only · [ARC-*](/designing-breach-settlement-archive-and-long-term-record-retention-ui-in-figma/) only
├── Closure gates (must pass before next PH-*):
│   ├── Zero pending PAY-* in flight
│   ├── No open REM-* on material FIND-*
│   ├── Call center script updated for closure FAQ
│   └── Redirect targets tested (404 check)
└── Outcomes:
    ├── Claimants informed · records export window honored
    ├── Portal closed · traffic to archive FAQ
    └── WIN-* closed → handoff to archive retention UI

PH state	Claimant can	Admin can
Active	Submit · amend · track	Full ops
Announced	Same + see closure date	Schedule NOT-*
Grace read-only	View · export · contact support	No new CLM-* approve
Hard close	Static page only	Monitor redirects
Archived	External FAQ only	ARC-* access

Verdict: Never hard-close while PAY- or open deficiency cure windows remain—grace period exists to prevent support avalanches.*

WIN-* campaign dashboard and CHK-WIN-* closure checklist UI

WindDownDashboard — WIN-992-001 · target_hard_close_at: 2026-11-15
├── Header:
│   ├── Settlement name · current PH-* phase · days until hard close
│   ├── Court order ref · MON-* closure attestation status
│   └── Blockers count (CHK-WIN-* incomplete)
├── CHK-WIN-* checklist (ordered · blocking):
│   ├── Final accounting filed ([FIN-*](/designing-breach-settlement-final-accounting-and-court-closure-ui-in-figma/))
│   ├── All disbursement batches closed ([PAY-*](/designing-breach-settlement-payment-disbursement-and-payout-tracking-ui-in-figma/))
│   ├── UCF / escheatment filed ([UCF-*](/designing-breach-settlement-unclaimed-funds-and-escheatment-ui-in-figma/))
│   ├── Residual / cy pres allocated ([RES-*](/designing-breach-settlement-residual-fund-and-cy-pres-allocation-ui-in-figma/))
│   ├── Open disputes documented for archive ([DIS-*](/designing-breach-settlement-claims-dispute-and-appeals-ui-in-figma/))
│   ├── Auditor / monitor engagements closed ([AUD-EXT-*](/designing-breach-settlement-external-auditor-access-and-read-only-review-portal-ui-in-figma/) · MON-*)
│   ├── Final NOT-* email/SMS sent · delivery report
│   ├── Grace period start/end configured
│   ├── Redirect rules (RED-*) QA passed
│   └── Call center + [notice FAQ](/designing-breach-faq-and-notice-landing-page-ui-in-figma/) updated
├── Phase transition controls:
│   ├── "Advance to grace read-only" — requires checklist subset
│   ├── "Schedule hard close" — date picker · timezone · confirm modal
│   ├── "Execute hard close now" — break-glass · dual approval
│   └── Rollback one phase (admin only · LOG-WIN-* reason required)
├── Metrics during wind-down:
│   ├── Logins during grace · export downloads count
│   ├── Support tickets tagged WIN-closure
│   ├── Redirect 302 hits after hard close
│   └── Failed login attempts (claimants confused)
└── Activity feed:
    ├── PH-* transitions · NOT-* sends · RED-* changes
    └── LOG-WIN-* immutable audit trail

Pair checklist UX with security posture dashboard patterns—blockers should be obvious, not buried in settings.

ClosureNotice — NOT-WIN-992-FINAL · win_id: WIN-992-001 · channel: email + in-app
├── Notice content blocks:
│   ├── What is changing (portal closing · date · timezone)
│   ├── What claimants should do before deadline
│   │   ├── Download claim confirmation / payment proof
│   │   ├── Save [status portal](/designing-breach-settlement-claim-status-portal-and-claimant-dashboard-ui-in-figma/) PDF
│   │   └── Contact [call center](/designing-breach-call-center-and-agent-script-ui-in-figma/) for open items
│   ├── After closure: redirect URL · archive FAQ · mailing address for paper
│   ├── Legal disclaimer · no new claims accepted after date
│   └── Preferred language variants (if multilingual settlement)
├── BNR-* global banner (in-app):
│   ├── Dismissible until 7 days before hard close · then sticky
│   ├── Countdown to grace end · link to export help
│   ├── Severity escalates: info → warning → critical
│   └── Hidden after PH-* = hard close (replaced by static page)
├── Delivery tracking:
│   ├── sent_at · delivered_at · bounce count
│   ├── Resend to undelivered · alternate channel (SMS if consented)
│   └── Proof of notice stored for [compliance exports](/designing-compliance-exports-and-legal-hold-ui-in-figma/)
└── Templates:
    ├── wind_down_announcement · grace_reminder_7d · grace_reminder_24h · hard_close_confirmation
    └── Preview with sample CLM-* merge fields

Use inline alert and toast patterns for in-app urgency without modal fatigue.

Grace read-only mode and claimant export UI

GracePeriodView — PH-GRACE · claim_id: CLM-992-004821 · read_only: true
├── Claimant dashboard changes:
│   ├── All action buttons disabled with tooltip ("Portal closed to new submissions")
│   ├── Prominent export CTA: "Download my records"
│   ├── Export bundle includes:
│   │   ├── Claim summary PDF · payment confirmation · uploaded EVD-*
│   │   ├── NOT-* receipt history · correspondence log
│   │   └── QR or reference number for call center lookup
│   ├── Status timeline frozen at last update · "Final as of {date}"
│   └── Link to disputes: "If you believe this is an error, contact us before {grace_end_at}"
├── Blocked actions (show reason):
│   ├── New claim · amendment · document upload
│   ├── Address change · payment method update
│   └── Appeal filing (unless court order extends window)
├── Admin override (rare):
│   ├── Break-glass extend grace 7 days · LOG-WIN-* · counsel ticket ref
│   └── Single-claim exception for court-ordered cure
└── Accessibility:
    ├── Export available in screen-reader-friendly HTML + PDF
    └── Banner text not color-only (icon + copy)

Link export patterns to data portability and proof of deletion handoff notes for post-archive retention.

RED-* redirect rules and hard-close static page UI

RedirectRule — RED-992-001 · from: /claims/* · to: /settlement-closed
├── Rule types:
│   ├── Exact path → static archive page
│   ├── Wildcard /portal/* → /settlement-closed?ref=portal
│   ├── API 410 Gone for deprecated endpoints (document in Dev Mode)
│   └── Preserve query ?lang= for localized static page
├── Static archive page (post hard close):
│   ├── Settlement name · closure date · "Program complete"
│   ├── FAQ accordion: how to get records · contact · cy pres info
│   ├── Link to [notice FAQ](/designing-breach-faq-and-notice-landing-page-ui-in-figma/) (may be same content)
│   ├── Mailing address · call center hours (if still staffed)
│   ├── No login form · no PII collection
│   └── SEO: noindex · minimal tracking · cookie banner if needed
├── QA checklist before go-live:
│   ├── Deep links from old emails still land safely
│   ├── Mobile · PDF links · 404 scan
│   └── Monitor redirect volume first 72 hours
└── Admin preview:
    ├── "View as claimant after hard close" toggle
    └── Simulate RED-* without executing PH-* transition

Comparison: wind-down vs adjacent settlement UI

Surface	Primary audience	Timing	This UI adds
Final accounting	Court	Pre-closure	Claimant-facing sunset
Court monitor MON-*	Judge / special master	Ongoing	Closure attestation gate
Notice FAQ	Public claimants	Active program	Post-close static destination
Status portal	Claimants	Active	Grace read-only mode
Archive ARC-*	Admin / legal	Post-close	Long-term retention after WIN-*

Handoff checklist (Dev Mode)

WindDownCampaign — win_id (WIN-*), settlement_id, status_enum, target_hard_close_at, current_ph_enum.
PortalPhase — ph_id (PH-*), win_id, phase_enum, started_at, ended_at.
ClosureChecklistItem — chk_win_id (CHK-WIN-*), win_id, item_enum, completed_bool, completed_at, blocker_bool.
ClosureNotice — not_id (NOT-*), win_id, template_enum, channel_enum, sent_at, delivery_stats_json.
PortalBanner — bnr_id (BNR-*), win_id, severity_enum, copy_ref, dismissible_bool, active_until.
RedirectRule — red_id (RED-*), win_id, from_pattern, to_url, http_status_enum.
WindDownActivityLog — log_win_id (LOG-WIN-*), actor_id, action_enum, timestamp, metadata_json.

Common mistakes

Mistake	Why it hurts	Fix
Hard close before PAY-* settles	Claimants panic · support spike	CHK-WIN-* payment gate
No export during grace	DSAR / goodwill failures	Prominent download bundle
Surprise closure date	Court / counsel backlash	NOT-* sequence + BNR-* countdown
Login error with no explanation	Trust collapse	Static page + FAQ on failed auth
Redirect loops	SEO / support nightmare	QA RED-* before PH-* advance
Grace too short (<14 days)	Elderly / low-digital claimants	Court-approved minimum
Admin console closes with portal	Ops cannot archive	Separate admin sunset phase
Delete data at hard close	Legal hold violation	WIN-* → ARC-* handoff
Same copy for all claimants	Confusing if DIS-* open	Segment NOT-* by CLM-* status
No LOG-WIN-* on phase change	Audit gap	Immutable activity log

Recommended workflow

Define WIN- timeline* from court order—announcement, grace length, hard close date.
Build CHK-WIN- dashboard* with blocking gates tied to PAY-, UCF, MON-.
Design NOT- templates and BNR-** with escalating severity and export CTAs.
Prototype grace read-only claimant dashboard with disabled actions and export bundle.
Configure RED- and static archive page*—preview before executing hard close.
Execute phased rollout—announce → grace → hard close → handoff to archive UI.

FAQ

Can claimants still file disputes during grace?

Only if court order extends DIS- window* · Otherwise read-only with call-center escalation path · Document in CHK-WIN-*.

Admin portal closes same day as claimant portal?

No · Admin needs months for archive · Separate admin PH-* schedule.

What about returned payments during wind-down?

Block hard close until reissue complete or claimant unreachable documented · CHK-WIN-* item.

Multilingual settlements?

NOT- and static page* need parallel locales · RED-* preserve ?lang= · Test RTL if applicable.

Monitor must approve closure?

Often yes · ATT-MON-* on WIN-* readiness · Link from MON-* dashboard.

Public status page during wind-down?

Update status page to “Program closed” · Align messaging with BNR-*.

Next steps

Design breach settlement archive and long-term record retention UI in Figma — Post-WIN-* admin archive
Design breach settlement final accounting and court closure UI in Figma — Pre-WIN-* court gate
Design breach settlement court monitor and special master reporting UI in Figma — MON-* closure attestation
Design breach FAQ and notice landing page UI in Figma — Static redirect destination
Design data retention policies and auto-deletion UI in Figma — Retention after archive

Designing breach settlement program wind-down and portal closure UI in Figma: WIN-* closure campaigns, final notices, and claimant redirect flows