04 / 05 · Vision Bank · Enterprise UX/UI · 2025

Clarity inside a dense banking workflow

A beneficiary management redesign that makes dense banking records easier to scan, filter, and act on while respecting the client’s brand.

Role: UX/UI designer
Focus: Information hierarchy and task flow
Output: Concepts, refinement, final interface
Status: Proposed redesign

The problem

The existing beneficiary management interface was visually inconsistent and hard to scan. The redesign had to make high-volume records and actions easier to find without losing enterprise functionality.

The task

Rework the information hierarchy so people could find, filter, and act on beneficiary records in a dense enterprise view.

The result

The result shown is a final proposed interface with clearer list hierarchy, filtering, and expanded details. The materials do not establish a shipped release or measured usage outcome.

Three decisions

Decision 01 · Understand the baseline

The information was there, but hard to read

Existing screens put dense records and key actions in a weak hierarchy. That set the design problem: improve scanning without dropping necessary detail.

Decision 02 · Respond to feedback

Shift from expressive cards to enterprise clarity

The first exploration used cards and larger affordances. Client feedback called for a more professional direction, so the structure was tested in grayscale before visual refinement.

Decision 03 · Refine the proposal

Put list, filters, and details in balance

The final proposed interface keeps the data view compact while making filtering and contextual detail easier to access.

Existing beneficiary management experience — Screens and boards from the project.

More from the project

5 more images from the project.

Weak hierarchy and inconsistent patterns

Research and enterprise interface benchmarks

Refining list, filters, and expanded details

Design takeaways — hierarchy and brand alignment