Design Case Study
An internal tool bridging finance, legal, and engineering teams around a shared rules platform
Role
UX Consultant - Ideation & Lo-Fi wireframes
Duration
Two months in 2022
Client
Internal Teams at a Major North-American Bank
The Old Workflow
The
finance and legal
teams defined a set of requirements and passed them on to the
development team
,
who would manually code them into the business rules engine.
Even small changes to existing rules required a
full round-trip
through development, creating bottlenecks, miscommunication, and delays.
Context
This was for a large North-American bank . Business rules governed complex conditional logic for financial transactions and compliance, but were locked inside legacy software that only engineers could operate.
The New Workflow
Instead of rules living in legacy code that only engineers could touch, we designed a shared platform , a BRE Manager, where finance, legal, and engineering could all draft, review, and propose changes to business rules in a format understandable to everyone.
Before: Legacy BRE
(((Dep_Amt in [1000,3000]) || (Avg >= 3000) || Treasury_Flag) && (Dep_Time >= 1 && Dep_Time <=12)) && (find(allowedProductCodes.begin(), allowedProductCodes.end(), ProductCode) != allowedProductCodes.end());
Rules locked in code only engineers could modify
After: BRE Manager
A shared interface for drafting, reviewing, and managing rules
Code and wireframe shown for illustrative purposes only
Finance, legal, and engineering could now draft, review, and propose changes on the same platform, eliminating hand-off bottlenecks.
Small rule changes no longer required a full round-trip through development, reducing turnaround from days to minutes.
A shared, readable format and built-in review workflows reduced miscommunication and logic mistakes in rule definitions.