The Two Archetypes That Drove Every Design Decision


Property Value
๐Ÿ“… Project OmniRisk ยท Financial Workflow Dashboard
๐Ÿ”– Phase Define
๐Ÿงฉ Source Research synthesis from User Interviews and Affinity Synthesis
๐Ÿ‘ฅ Count 2 personas

Overview

Two personas were developed from research synthesis, representing the primary archetypes who interact with the FX repatriation workflow. They emerged from the behavioral clusters surfaced in the Affinity Synthesis: users oriented around operational accuracy and workflow efficiency, and users oriented around speed and decision quality under pressure.

Every design decision in OmniRisk traces back to one or both of these personas.

๐Ÿ–ผ๏ธ Visual: The User Personas visual is embedded below โ€” full profile cards for both personas including goals, pain points, current tools, quotes, and workflow behaviors.


User Personas.png

Persona 1 ยท The Operational Optimizer

Profile

About: Process-driven operator who owns the FX repatriation cycle end to end โ€” from data aggregation to compliance sign-off.

Defining Quote

"I need full transparency โ€” explanations for recommendations and data sources would build trust."

Goals

  1. Reduce manual reconciliation time without sacrificing audit accuracy