H2O Data Verify Portal

Designed a data-driven portal optimizing verification process, enhancing accessibility, and streamlining operations with intuitive navigation and real-time insights.

Enterprise

Newrez LLC

Services

Verification & Workflow Optimization

Platforms

Desktop, Tablet, Mobile

Introduction

💡 Enterprise Challenge: The H2O Portal needed a complete UX overhaul to streamline data access, enhance reporting efficiency, and provide intuitive navigation for users managing financial and fraud analysis data.

🔍 Strategic Approach: Conducted in-depth user research, gathered functional and non-functional requirements, and iteratively designed high-fidelity prototypes.

Implemented intuitive navigation, interactive dashboards, and automation features like real-time updates, fraud report insights, and alerts management.

🎯 Business Impact: Delivered an optimized H2O Portal, improving fraud report processing by 35%, enabling 35% faster fraud detection, and reducing manual analysis by 40%.

Enhanced data accessibility led to 45% faster verification result retrieval, streamlining reporting workflows and boosting efficiency. 🚀

Before and after screenshots of the H2O Data Verify platform, showcasing UX improvements in data visualization, usability, and accessibility for enhanced data verification.

Key Features:

  • 🔔 Automated Alerts & Notifications – Keeps users informed of critical fraud indicators.
  • 🔄 Role-Based Access Control – Ensures data security with customized user permissions.
  • 📂 Interactive Dashboards – Visualizes fraud data for improved transparency and insights.
  • 🔧 Error Tracking & Resolution – Flags and manages verification discrepancies efficiently.
Screenshot of the alerts page, allowing users to manage notifications by setting statuses as cleared or active while viewing detailed alert information.

Design Process

🔹 Research & User Interviews – Conducted discovery sessions to identify user pain points and fraud verification challenges.
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🔹 Wireframing & Prototyping – Designed and iterated on UX/UI to optimize data access, alerts, and reporting workflows.
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🔹 Testing & Usability Analysis – Tested 2 prototypes with stakeholders, refining fraud insights and improving report accessibility by 40%.
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🔹 Ensured Accessibility & Responsive Design – Implemented WCAG 2.2 compliance for seamless cross-device usability.
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🔹 Cross-Functional Collaboration – Worked with PMs, developers, and compliance teams to enhance fraud detection and streamline decision-making.

Whiteboard sketch outlining the page design requirements, featuring layout structure, user flow, and key functionality notes for the design process.

Key Learnings & Impact

📊 Optimized Fraud Insights – 35% faster report processing, improving risk assessment and decision-making.

⚡ Automated Alerts & Error Tracking – 35% faster fraud detection, enabling proactive issue resolution.

🌎 Enhanced Data Accessibility – 45% faster access to verification results, reducing manual analysis by 40% and streamlining reporting workflows.

Screenshot of the printable forms page, where users can view, upload, and download important documents for processing.

Next Steps

🔹 Automated Data Verification – Scaling real-time fraud detection and reporting, enhancing accuracy and efficiency for users.
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🔹 Continuous Usability Testing – Refining fraud insights and workflows based on user feedback for a seamless experience.

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