Designing a clearer investigation workflow for complex AML operations

Independent Concept Project · B2B Enterprise SaaS · Fintech

Role: UX/UI & Product Designer

Timeline: 3 weeks · 2026

Platform: Desktop

Tools: Figma · FigJam · Figma AI Make

A self-initiated portfolio project exploring how complex AML investigation workflows could be made easier to understand and navigate.


The Challenge

Too much information. Not enough clarity.

AML investigation involves alerts, transactions, risk signals, entity relationships, case history and decisions.

For this concept, I explored how this information could be organised around the decisions users need to make, rather than simply presenting more data.

The question

How might I help users move from alert → context → investigation → decision with less cognitive load?

Constraints

Constraint Design response
Dense information Clear hierarchy
Multiple user roles Role-specific workflows
Complex relationships Focused visualisation
High-stakes decisions Clear states and explanations
Desktop-first Large-screen workflow
3-week timeline Focused product scope

Understanding the Users

Three roles. Three different decisions.

User Primary responsibility Main need
L1 Analyst Triage alerts Speed and clarity
L2 Investigator Investigate complex cases Context and relationships
Compliance Manager Monitor operations Visibility and control