In progress

In progress

In progress

Ideated with AI agents

DOCUMENT HUB — COMMERCIAL BANKING

DOCUMENT HUB — COMMERCIAL BANKING

Centralizing document download to tackle performance impacts

Centralizing document download to tackle performance impacts

Expected member impact - Reduced timeout complaints regarding synchronous large file downloads and reduced download failures.

Expected member impact - Reduced timeout complaints regarding synchronous large file downloads and reduced download failures.

Business impact - 100% performance improvement for digital document downloads

Business impact - 100% performance improvement for digital document downloads

BACKGROUND

The current download process is synchronous that means the page is in a loading state blocking the member from performing other actions until the documents have been downloaded. The large downloads fail due to a mandated regulatory page timeout of 2 minutes. So the organization decided to switch the download model from sync to async leading to this UX impact.

"I am designing a new web experience for asynchronous digital document downloads with the use of AI tools such as Figma Make and prototyping while collaborating cross-functionally with the technical and product teams."

MY ROLE

MY ROLE

Product Designer

Product Designer

TEAM MEMBERS

TEAM MEMBERS

2 Developers & QA

1 Product owner

2 Enterprise solution architects

1 Product designer

2 Developers & QA

1 Product owner

2 Enterprise solution architects

1 Product designer

TIMELINE

TIMELINE

Estimated 3 months

Estimated 3 months

PROBLEMS

Downloading large documents is a synchronous process

Members are blocked for the duration of the process and cannot perform any other actions. The process might fail at times as well.

Backend APIs suffer performance issues while preparing and downloading large files leading to timeout.

Most of the commercial members have large account groups leading to large download sizes. Current APIs are not structured to support such large downloads in a small duration.

How might we enhance the current document download experience and provide more information to the members about the documents being downloaded in the asynchronous model?

Current flow

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Synchronous download process with a page loader

DESK RESEARCH

We depend upon performance testing and member feedback whenever there is an issue with commercial banking platform.

On discussion with stakeholders, we discovered -

Members were not happy with the download process as it took a lot of time and blocked the UI for the mean time.

Performance logs were indicating the average download time crossing timeout threshold frequently.

Most of the top financial institutions had asynchronous download model in place.

DESIGN ITERATIONS

Goal 1: Create a central location for all downloads

To enable asynchronous downloads, we needed to have a location that can be accessed when the download was ready to download.

Ideated in Figma Make with Claude AI

Ideated in Figma Make with Claude AI

Ideated in Figma Make with Claude AI

Ideation

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Improving feature discoverability

In Progress …. Coming soon