Enabling associates to investigate and take action on completed customer transactions.
Currently, bank tellers at Capital One at complete customer transactions through a third party platform called TranSend. There they are able to search and investigate on completed customer transactions for their own investigation or to complete an action if something went wrong during the transaction.
Our goal is to migrate this experience from TranSend onto Capital One's own associate facing platform called E4A while also improving the complex search and investigation process.
This was my first project as a full time product designer at Capital One!
[Fill in the problem — what made it hard for associates to investigate and act on customer transactions?]
How might we
[Fill in the How Might We problem statement.]
[Fill in who was interviewed and key takeaways.]
[Fill in usability testing approach and findings.]
[Fill in how designs were delivered and handed off to the tech team.]