Project Context
Compliance workflows needed speed and traceability
The product supports teams that verify documents against strict instructions and policy rules. The challenge was speeding up analysis while keeping review decisions auditable.
CASE STUDY
Checklist AI / Verification Assistant
Designing a compliance assistant where AI extraction accelerates review, while humans keep final control over verification outcomes.
Project visual coming soon
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The UX Challenge
Make verification clear from upload to report
- Guide checklist instructions before analysis begins
- Support PDF upload and extraction review without confusion
- Surface issues by severity and evidence context
- Preserve a clear human review and approval step
- Produce reports that are clear for audits and handoff
My Role
My Role
I designed the end-to-end verification flow: instruction setup, extraction review, issue resolution, and final reporting for operational teams.
Interaction Model / Core Flow
A structured path from document to decision
1. Checklist setup
Users define criteria and verification scope before uploads.
2. Document upload
PDF and supporting files are added with clear processing feedback.
3. AI extraction review
Extracted fields are shown with confidence cues and source references.
4. Issue detection
Potential mismatches and missing items are grouped by priority.
5. Human verification and report
Reviewers confirm outcomes and generate a clear, traceable report.
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placeholder — add checklist, upload, extraction, and issue workflow
Key UX Decisions
Decisions for trust and review confidence
Instruction clarity
Checklist criteria remain visible throughout the process.
Source transparency
Each issue links back to extracted document evidence.
Severity framing
Issue hierarchy helps teams prioritize what needs review first.
Approval safeguards
Final verification always requires explicit human confirmation.
Reporting readability
Outputs are structured for quick team sharing and audit use.
Design System / Interface Logic
Consistent patterns for compliance-critical tasks
- Reusable instruction, upload, and validation components
- Unified visual language for warnings, flags, and confirmations
- Clear states for extracted, pending, and verified data
- Stable spacing and table patterns for issue management
- Consistent report layout for trust and traceability
Project visual coming soon
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Focus area: trust and clarity in AI-supported verification
Final Solution
A verification assistant that supports reviewers
The final product combines checklist logic, AI extraction, and issue guidance in one coherent workflow where human judgement remains central.
Compliance checks became easier to review, explain, and hand off.
Outcome
More structured review with clearer reporting
The interface reduced confusion during complex verification tasks, and implementation moved faster because states and steps were clearly defined.