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Retail Risk Reporting

Design of Retail Risk reporting application for Citi

client

Citi Group

Role

UX Designer

focus

Risk Reporting Application

scope

Report Management, Portfolio Tracking, Regional Reporting

Research Process

User Interviews

Conducted interviews with potential users to understand operations and tasks performed in the application

Heuristic Evaluation

Evaluated existing application to understand its usefulness and identify potential issues

Key Features

  • View, fetch and submit different reports
  • Create and maintain portfolios for tracking reports and their status
  • Filter reports by regions, country, reporting year, quarters and business units
  • Quick portfolio creation and updates for reporting needs

Design Process

Initial sketches exploring different application concepts and layouts

Final Prototypes

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