CASE STUDY

Risk Assistant

A credit-risk decision-support workspace that brings company data, financial evidence, structured assessment and contextual AI into one reviewable workflow.

Role Product Designer
Focus Financial UX Systems
Tools Figma
Risk Assistant workflow from company data and financial evidence to risk assessment and contextual AI

Project Context

Credit-risk review spans many information layers

Credit-risk review combines company data, financial statements, supporting documents, assessment parameters, reports and AI-supported interpretation. The Product Design challenge was to organize those layers into a workflow where evidence stays understandable as the user moves toward assessment.

The UX Challenge

Clarify risk logic without oversimplifying it

  • Organize company and financial information into readable layers
  • Keep supporting evidence accessible before and during assessment
  • Make assessment results understandable from summary to parameter detail
  • Distinguish required, optional and advanced inputs
  • Keep workflow stage and next action visible
  • Introduce AI assistance without separating it from the case context

My Role

Designing the path from evidence to assessment

I designed the experience across company data, financial review, risk assessment, contextual AI assistance and saved reports — focusing on how evidence moves through the product and remains understandable at each stage.

Interaction Model / Core Flow

From company data to reviewable history

The experience follows the logic of the review itself: establish the case, inspect the evidence, understand the assessment, then use AI to explore the case in context.

1. Company data

Review structured company information and complete the case with any additional inputs needed for assessment.

2. Financial evidence

Inspect financial statements, indicators, source documents and multi-year trends before assessment.

3. Risk assessment

Move from the overall risk result into individual parameters, values, thresholds and statuses.

4. Contextual AI

Explore the current assessment through the assistant while keeping the case context and available sources visible.

5. Review history

Return to saved analyses and reports through the Vault, with risk level, score and status visible at a glance.

Risk Assistant case file showing company information, financial snapshot and additional assessment inputs
Company information, financial baseline and additional inputs are assembled before assessment.
Risk Assistant financial evidence interface with multi-year financial table and trend analysis
Detailed financial values and multi-year trends remain available in the same review stage.
Risk Assistant assessment interface showing risk level, score, parameter status, observed values and thresholds
Risk level and score remain connected to individual parameters, observed values and thresholds.

Key UX Decisions

Keep evidence close to the assessment

Layered hierarchy

Summary first, with deeper financial and assessment detail available when needed.

Evidence before interpretation

Company and financial evidence stays accessible before the user moves into assessment and AI-assisted exploration.

Assessment transparency

The interface exposes the overall result alongside individual parameters, values, thresholds and statuses.

Phase clarity

The main workflow remains visible as the user moves from company data to financial evidence, assessment and contextual AI.

Contextual AI

The assistant works with the current case context while available sources remain visible to the user.

Risk Assistant contextual AI interface with assessment conversation, available context and evidence actions
AI-assisted exploration keeps the current assessment context and available evidence visible.

Design System / Interface Logic

One interface language across dense review states

Shared interface patterns carry the user across company data, financial evidence, assessment and AI assistance, so dense review states stay familiar as the level of detail changes.

  • Shared card and panel patterns across company data and assessment
  • Consistent tables for dense financial information
  • Accordion structures for optional and advanced inputs
  • Status treatment for risk and parameter states
  • Persistent workflow progression across the main review stages
  • Stable navigation between evidence, assessment and AI assistance

Final Solution

A decision-support workspace organized around evidence

Company data, financial evidence, structured assessment, contextual AI and reviewable history form one path — not isolated screens.

The interface moves from source information toward increasing levels of interpretation while keeping the underlying evidence within reach. Contextual AI becomes another way to explore the case after the structured assessment, rather than a replacement for it.

Outcome

Evidence stays connected to the assessment

The final experience connects source information, financial review, assessment and AI-assisted exploration in one continuous workflow, while keeping the evidence behind the assessment visible.

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