The Objective

Anti-money laundering professionals manage massive amounts of financial data daily. Our goal was to redesign and streamline their workflows, making investigations more intuitive and efficient while maintaining compliance and security standards.

The Problem

AML investigators rely on complex, outdated systems to analyze suspicious transactions. Key challenges included:.

  • Cognitive Overload: Investigators had to process large amounts of financial data at once, leading to inefficiencies.
  • Multi-Level Exception Handling: The system lacked an intuitive way to approve or escalate flagged transactions.

  • Information Prioritization: Critical data was buried in cluttered interfaces, slowing down investigations.

  • Outdated UI, UX, and Components: Each sprint to code included replacing or developing new Redwood components, ensuring consistency throughout Oracle’s suite of Sass applications.

My Role

As Lead Product Designer, I was responsible for defining the UX strategy, usability patterns, and design execution. My contributions included:

  • Led UX research with SMEs to identify investigator pain points and use cases.

  • Created UX workflows that aligned with business objectives and compliance needs.

  • Developed high-fidelity prototypes in Figma to validate new interface concepts.

  • Established usability guidelines for 80% of AML investigator tasks to create consistency by leveraging our Redwood Design System

  • Worked closely with engineers & PMs to ensure feasibility within Oracle’s Redwood Design System.

The solution

  • A streamlined dashboard prioritizing high-risk cases to reduce investigation time.

  • Contextual interactions, allowing users to act on flagged transactions without switching screens.

  • An intuitive approval pipeline, simplifying multi-step decision-making with clear next steps.

  • Cognitive load reduction, displaying only the most relevant information at each step.

  • Advanced search, reduced cognitive load, search efficiency, and Redwood Components and UX strategy.

Advanced Search Example

The Outcome

  • Improved time-to-insight, enabling users to analyze data 30% faster.
  • Increased mobile usability, making complex data manipulation easier.
  • Introduced a scalable design pattern, later applied to other Oracle data-heavy applications.

 

Sketch+Journey

Case List with Smart Filters

Wires/Prototyping

 Relationship Data Visualization

Comps/Layouts

Finished Client Product

Styleguides + Assets

Client Dashboard (Interaction)