Portfolio · Major projects · Core banking · 06 of 17

Account opening in a core banking system, made survivable for the person at the counter.

ClientCore banking platform

ProductFusionX

Where and whenSri Lanka · 2023

PlatformWeb app

The screen, annotated by hand · scroll

Overview: KPIs, task list, notifications, branch and officer tables

pending comes firstthe counter's day starts with what is waiting, not with what is done
tasks are sentencesa verb and a customer's name, not a reference number
officers are rankedaccounts opened per officer, in view of the branch: a little pressure, by design

The story, in the order I work

Given · why

What was there

Opening a current or savings account touched a dozen legacy screens. FusionX rebuilds it as a seven-step wizard with save-as-draft, inline validation and an always-visible customer panel showing rate tiers and details, so staff never lose context. A branch dashboard tracks pending, opened, approved and rejected accounts by branch and by relationship officer, and a notification centre carries approvals and declines.

Planted · what I owned

What I took on

Wizard decomposition of the legacy account-opening process
Banking rule surfacing: info banners for cross-screen dependencies
Branch and officer dashboards for supervisors
Module map: customer, account, teller, statements, cards, cheque books, standing orders
Led a team of five to six, two or three of them on design, for the length of the engagement

Shipped

What went out

Designed in 2023. Not shipped: the client chose a rebrand over a redesign.

Overview dashboard Customer details 7-step account opening Interest & overdraft Charges & introducer Notifications Teller & statements Dark theme Customer products & log trail

The other screens

Interest step with the persistent customer information panel

Step 1: product, basic details, account control and source of funds

The overview in the dark theme, with officer ranking and accounts by province

One customer: current products, suggested products and the log trail

7Steps, one draft

4Account states tracked by branch and officer

7Modules on the map, from teller to standing orders

What I'd do differently

The honest paragraph.

It did not ship. The client wanted a rebrand with minimum rework and almost no change to how the counter worked; we designed as if they wanted the counter to work better. Both were honest positions. They were different briefs. Now I ask on day one which of the two I am being asked for, and I write the answer down.

Ask whether they want it better, or just want it new. Different briefs.

field note