NAB
Lending Summary Report Digitisation
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Challenge
A tool that gives bankers a consolidated view of a customer’s lending information, used to understand facilities, exposure and key lending data. It’s an important part of credit and relationship management activities.
The experience was only available as a static PDF. Bankers needed a way to quickly find relevant information, compare data and identify changes without manually reviewing large reports, while some bankers still needed a clean printable version to bring to customer meetings.
My Role
Lead Product Designer
Responsible for redesigning the experience and transitioning it from a static report into a digital-first product experience.
Approach
- Conducted banker research and usability testing
- Designed interactive filtering and information management patterns
- Created cross-table filtering functionality
- Led accessibility reviews and remediation activities
- Worked closely with technology teams to balance user value and feasibility
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Outcomes
- 01Shifted the experience from passive report consumption to active data exploration
- 02Improved discoverability of key lending information
- 03Established accessibility-compliant design patterns
- 04Introduced a new cross-filtering table which sped up banker workflow
- 05Allowed PDF report generation to show filtered view
- 06Added pills marking recent changes to the summary so bankers can scan it easily
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Impact Metrics
User Impact
- Reduced effort required to locate relevant lending information
- Enabled bankers to analyse data more efficiently through filtering and interaction patterns
Accessibility Impact
- Ensured the new cross-table filter was compliant and reduced cognitive load
- Raised broader accessibility improvements into the design system for future benefit
Strategic Impact
- Transformed a static document experience into a digital product experience
- Strategic entry points throughout the lending dashboard