Unified Financial Oversight Portal
Client
Pioneer in Financial Services
Service
Experience Design
Date
March 2024
Duration
20 Weeks
About
This project replaces outdated legacy systems with a modern, streamlined web experience for managing high-stakes international transactions. I designed a single, role-based application that allows teams to monitor, track, and flag global payments in real-time. To support this, I developed a centralized admin gateway to oversee worldwide transactions and a customized user management portal that ensures different staff members have the specific tools and security access they need based on their roles.
Goal & Status
The goal is to replace outdated software with a single, modern application that simplifies global financial operations. By consolidating multiple tools into one, we are improving speed and usability across the organization. All designs are complete, and the project is now in active development.
Process
Technology Today
As I transitioned into a Finance Industry project, I was exposed to a lot of new nomenclature and processes. The client's entire workflow depended on a mainframe software that has been in use for over 30 years. Converting this into a web application with a proper user interface was a challenge in itself. I am proud to say that I played a key role in this transition for the client!
Visual Designs
Referrals
Imagine thousands of high-value, multi-currency transactions processed through a system designed to flag those that appear suspicious and require further review. These flagged transactions are referred to as "referred transactions." Users can view these transactions and perform necessary actions on them.
Branch Wide Stats
Each module is managed by a different team, but this dashboard brings everything together in one place. Users can view statistics tailored to their region as well as personalized insights relevant to them. While it may look like just another dashboard, this one is dedicated to tracking and managing high-value transactions.
Contingency
Now that we understand referred transactions, the next question is — where do they originate? The Contingency module manages transaction tracking for specific regions while maintaining key metadata, such as cut-off times, due times, and approval systems. Through this module, users carry out Start of Day and End of Day activities, gaining a complete view of all pending referred transactions along with their due times and amounts.
User Managment
This section is the gatekeeper for all sensitive information. By centralizing user permissions and data maintenance, we ensure security, uphold compliance standards, and provide every user with exactly the right level of access they need to perform their duties—nothing more, nothing less.
