Banking Extension Portal

For A Korean Bank

This is a banking extension portal integrating big data and AI for improved data analysis and market predictions, enhancing transaction efficiency and decision-making for businesses. The client is one of the largest banks in Korea.

My Responsibilities

Communicate

Communicate with the client to figure out what key features are needed, what the business goals are, and what are the users needs.

Provide design solutions

Provide design solutions (include user flow, wireframe and user interface) that can solve user problems and align with the business goal.

Build design library

Build design library that encourage collaboration between designers and developers.

My Design Process

Project Goal

Finish an MVP version that includes these functions:

Authentication

Dashboard

Supply chain data

Loan monitoring

Settings

Key Screen Analysis

Below are some key screen of this project and accompanied by detailed explanations to provide context and insight into each component.

Dashboard Feature

User Need 1

Monitor transactions and loans in real-time and compare current performance with historical data to identify trends.

User Need 2

Understand the data at first glance, making it easy to quickly grasp key insights and trends.

User Need 3

Querying old data involves retrieving historical information from databases for analysis.

My Design Solutions

Featuring summary cards with loans and transactions for quick insights, showing comparisons with the numbers from the previous day.

Provide a real-time transaction overview using appropriate charts for each kind of data.

Allow users to customize their dashboard views to focus on the metrics most relevant to them.

My UI Approach

Use a neutral background with a consistent color palette for better readability.

Use distinct colors for different statuses.

Use a clean and simple design to avoid clutter.

Settings Feature

User Need 1

Essential functions and features are prominently displayed and easily reachable, enabling quick access to information or tools without confusion.

User Need 2

Simple to locate and take actions such as editing, creating, and deleting on the necessary elements, ensuring a smooth and efficient workflow.

My Design Solutions

Design a sub-menu for settings to accommodate various modules, such as admin management, supply chain management, and department management.

Organize information into tables for easy tracking, and include expand/collapse functionality to reduce clutter.

Place actions relevant to their respective sections to make them easy to find and reduce search time.

My UI Approach

Use color to group relevant elements, enhancing visual organization and helps to quickly identify related items and distinguish between different categories or sections.

Use color to indicate the meaning of actions, enhancing clarity and guiding user behavior. Red is used for critical actions like 'Delete' and 'Reject', highlighting caution or irreversible steps.