UX
Web App
Banking
AI
UnifAI Operations Platform
UnifAI Operations Platform
Bank operations teams were buried in paperwork. Every document, loan adjustments, compliance checks & case approvals moved through a chain of emails, manual re-entry, and phone follow-ups across disconnected systems. Front office staff had no visibility once a case was submitted. Back office teams were validating the same data multiple times, catching errors only after hours of manual processing.
We replaced the entire workflow with a single AI-powered platform, where documents are uploaded, data is extracted and validated automatically, cases are created and routed instantly, and both teams have real-time visibility from upload to approval.
Bank operations teams were buried in paperwork. Every document, loan adjustments, compliance checks & case approvals moved through a chain of emails, manual re-entry, and phone follow-ups across disconnected systems. Front office staff had no visibility once a case was submitted. Back office teams were validating the same data multiple times, catching errors only after hours of manual processing.
We replaced the entire workflow with a single AI-powered platform, where documents are uploaded, data is extracted and validated automatically, cases are created and routed instantly, and both teams have real-time visibility from upload to approval.
Role
Role
Product Designer
Product Designer
Timeline
Timeline
4 Months
4 Months
Year
Year
2024
2024
92%
92%
Reduction in
Processing Time
Reduction in
Processing Time
70%
70%
Reduction in
Manual Effort
Reduction in
Manual Effort
99%
99%
Faster than the previous
2-week manual process
Faster than the previous
2-week manual process
Problem
Fragmented workflows slowed down operations.
Fragmented workflows slowed down operations.
Operational processes relied heavily on manual data handling across disconnected systems, leading to delays, inefficiencies, and limited visibility while teams lacked a unified view of performance and case progress.
Operational processes relied heavily on manual data handling across disconnected systems, leading to delays, inefficiencies, and limited visibility while teams lacked a unified view of performance and case progress.
Solution
One platform. AI-powered from upload to approval.
One platform. AI-powered from upload to approval.
A centralized portal where documents are uploaded, data is extracted and validated by AI, cases are auto-created, and routed to the right team — with full visibility at every step.
A centralized portal where documents are uploaded, data is extracted and validated by AI, cases are auto-created, and routed to the right team — with full visibility at every step.
My Role
01
Ran discovery workshops with front office & back office stakeholders
02
Mapped the existing 2-week manual workflow end-to-end
03
Designed dual-persona dashboards (Front Office Manager + Back Office Supervisor)
04
Collaborated with developers on AI data extraction logic and error-flagging UX
Bulk Processing
AI-Powered Case Upload & Tracking
AI-Powered Case Upload & Tracking
Users upload single documents or bulk Excel files. The AI automatically extracts and validates data, flags inconsistencies, generates case IDs, and routes each case to the right team instantly.
Users upload single documents or bulk Excel files. The AI automatically extracts and validates data, flags inconsistencies, generates case IDs, and routes each case to the right team instantly.
Case Monitoring
Real-Time Case Oversight & Control
Real-Time Case Oversight & Control
Both personas get AI-assisted dashboards tailored to their role. Front office tracks submission status, while back office supervisors monitor service levels, team productivity, and case performance in real time.
Both personas get AI-assisted dashboards tailored to their role. Front office tracks submission status, while back office supervisors monitor service levels, team productivity, and case performance in real time.
UX Research & Analysis
User Flows
Design Decisions
Outcome
Lead with Impact, Trust & Speed
Lead with Impact, Trust & Speed
92% faster. 70% less manual effort. Zero guesswork. A fragmented, email-driven workflow became a single AI-powered platform — giving both teams real-time visibility, automated case routing, and the confidence to process more in less time.
92% faster. 70% less manual effort. Zero guesswork. A fragmented, email-driven workflow became a single AI-powered platform — giving both teams real-time visibility, automated case routing, and the confidence to process more in less time.
The screen is divided in 2 scrollable areas. Hover and scroll each one separately.
