Financial platform for extracting data
Financial platform for extracting data
Project Overview
About
Industry
The company delivers a centralized platform for seamless collaboration between lenders, customers, partners and brokers to originate loans, share information, and track deals in real time.
Finance
Problem
Goal
My Role
Location
Design Tools
Project Timeline
The platforms automates the commercial loan process from data entry to writing lending memos.The platform ingests and extracts the data required for spreading from scanned borrower tax documents, consolidated financials, and personal financial
statements (PFS) using ocular character recognition (OCR) technology.
We had to provide a bank service that will be able to extract data, understant them and provide results. It should simplify the process of receving loans
UI/UX designer
USA
Sketch, Invision
12 months
Project Overview
About
Industry
The company delivers a centralized platform for seamless collaboration between lenders, customers, partners and brokers to originate loans, share information, and track deals in real time.
Finance
Problem
Goal
My Role
Location
Design Tools
Project Timeline
The platforms automates the commercial loan process from data entry to writing lending memos.The platform ingests and extracts the data required for spreading from scanned borrower tax documents, consolidated financials, and personal financial
statements (PFS) using ocular character recognition (OCR) technology.
We had to provide a bank service that will be able to extract data, understant them and provide results. It should simplify the process of receving loans
UI/UX designer
USA
Sketch, Invision
12 months
Research
Persona. After receiving the project brief and conducting a kickoff call with the customer, I prepared a list of questions for the users. Then we began conducting interviews, and here are the results.
User Personas
Research
Customer Journy Map. This spreadsheet represents a Customer Journey Map (CJM) for a data extraction and loan processing platform, focusing on the end-to-end experience of a key user persona—a loan analyst. The journey is broken down into four main phases:
Pre-Service / Onboarding
Loan Processing
Offline Activity
Back to Service
Highlighted issues include unclear onboarding, data validation concerns, workflow inefficiencies, and lack of offline support or session continuity. Each concern is tagged for clarity and paired with actionable improvement suggestions, such as adding interactive tours, bulk upload features, and offline syncing options.
This structured view helps stakeholders visualize the user’s emotional and operational journey, identify experience gaps, and prioritize solutions that improve usability, efficiency, and trust in the platform.
User Flow
User Flows
This diagram presents the information architecture and primary user flows of an admin panel for a complex data-driven platform. It maps out how administrators interact with various system components to manage core functionalities such as user accounts, data templates, financial entries, and loan processing.
Research
Customer Journy Map. This spreadsheet represents a Customer Journey Map (CJM) for a data extraction and loan processing platform, focusing on the end-to-end experience of a key user persona—a loan analyst. The journey is broken down into four main phases:
Pre-Service / Onboarding
Loan Processing
Offline Activity
Back to Service
Highlighted issues include unclear onboarding, data validation concerns, workflow inefficiencies, and lack of offline support or session continuity. Each concern is tagged for clarity and paired with actionable improvement suggestions, such as adding interactive tours, bulk upload features, and offline syncing options.
This structured view helps stakeholders visualize the user’s emotional and operational journey, identify experience gaps, and prioritize solutions that improve usability, efficiency, and trust in the platform.
User Flow
User Flows
This diagram presents the information architecture and primary user flows of an admin panel for a complex data-driven platform. It maps out how administrators interact with various system components to manage core functionalities such as user accounts, data templates, financial entries, and loan processing.
I designed high-fidelity mockups that visualize key features such as data extraction, document upload, and deal tracking. The UI supports automated processing using OCR technology to extract financial data from scanned tax returns, consolidated financials, and personal statements, streamlining manual work and reducing errors.
High-Fidelity Mockups
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