Context
Superbank is a new banking company targeting a younger audience, offering loans, investments, and a range of financial benefits. For this project, they required a robust system to manage Know Your Customer (KYC) processes for registration verifications. The system needed to encompass the authentication roles and workflows for customers, admin staff, higher-level administrators, and more
Discovery
Superbank required a streamlined and intuitive interface where all user information could be viewed effortlessly in a single glance. This meant that the dashboard, lists, and data presentations had to be highly efficient in layout, allowing agents and staff to easily review information while on calls with customers. The challenge was to ensure that the interface was not too compact, as this could compromise readability and lead to confusion.
What to solve
There's intersection need to be solve for both subject on this project (Customer and bank staff), most of them can be completely against each other. So we discussed on how we can connect the dots.
We mapped out how the KYC user flow is, across every roles that involved in a single verification loop.
We faced the challenge of presenting extensive datasets on a single screen, as exemplified by the detailed spreadsheet of reports and logs information below. To meet this requirement, we developed a UI pattern called "responsive modular components." This pattern ensured that all necessary data could be displayed clearly and efficiently, adapting seamlessly to different screen sizes and enhancing user interaction and data accessibility.
Responsive modular components
By using this component and applied to dashboard, no matter how complex information there are, every information are clear and easy to understand.
Design Impact
By developing new design approach to apply in the dashboard, users (admin staff) has significant workflow efficiency.
