GROW Super; Bank Ingestion
Concept, wireframe & design.

Overview

  • Project Duration: 2 sprints
  • Client: GROW Super
  • Team: UX/UI Designer, Product Owner, Front-End Engineer, Back-End Engineer
  • Tools: Whimsical, Figma

Tina Bank Ingestion - Understanding the problem space

WHAT I AM DESIGNING
An experience that allows administrators to store bank accounts on the platform, to ingest bank statements on these accounts in different formats from various banks being the most common format CSV, the ability to view the transactions in each one of these statements and finally to mark transactions from unreconciled to reconciled.


WHO IS THIS FOR
Superannuation administrators, most of them being tech-savvy recently graduated students.


WHEN AND WHERE THIS WILL BE USED
On a daily basis, when the reconciliation process can’t be done in an automated way.


WHY IS THIS IMPORTANT
It helps the administrator to upload a new bank statement line to reconcile the transaction against. To confirm that all the transactions in the bank accounts are recorded in the platform accounting records and match each statement line in the bank account to an existing transaction in the platform (Tina).


Challenges

  • • To match the business requirements with the already exinting capabilities of the platform in that trying to mantain the MVP and low effort of the feature.
  • • Design keeping in mind the existing components of the design system.
  • • Understanding of the business logic and terminology to present and identify the best possible solution.
  • • Find a way to collaborate with the PO, Front and Back-end enginners being all of us at certain level of understanding.

My Role

Desktop research, UX design. UI design.

  • • Creating user stories with the Product Owner.
  • • Wireframing possible solutions based on Business and development requirements.
  • • Gathering and integration of components from the design system.
  • • Preparation of final UI and interactions for developers.
  • • Shoulder check with developers to assure the desired results of the project.

Process

Research (competitor analysis and desktop research), meetings with the Product Owner, developers and back-end engineers to scope the project and analyse the findings. Then ideation wireframing and finally a consistent UI design.