NAB: Lending Summary Report Digitisation

Product DesignInformation Design

What is it?

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.

Challenge

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

Outcomes

• Shifted the experience from passive report consumption to active data exploration
• Improved discoverability of key lending information
• Established accessibility-compliant design patterns
• Introduced a new cross-filtering table which sped up banker workflow
• Allowed PDF report generation to show filtered view
• Pills marking recent changes to summary to easily scan for bankers

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