Innovation & Product Design
Managing related parties
What we were working on
A lifecycle management and KYC application presenting all related parties associated with onboarding, risk assessment, compliance status, and other important criteria part of the banking protocols.
What I did
- Created a meaningful design language for the graph consisting of iconography, a neutral color scheme and connection types
- Advised on classification of types to provide meaningful filter options
- Iterated in tandem with CLM/KYC designer
Outcome
On an experience level
- An intuitive interface that let’s users understand related parties, and ownership levels on a single screen as opposed on 3 screens and hierarchical tables.
- Reduced cognitive efforts, because all information is shown on one screen that users can interact with. Risk levels can be revealed within one click.