TD Bank (Securities) ยท Internal Tool
Interest Claims Manager
Role
UX Developer
Duration
Summer 2024
Tools
Figma, React
Team
TD Securities Operations
Overview
Streamlining interest claims processing for TD Securities operations team
Designed and developed an internal tool for TD Securities to streamline the interest claims process, reducing manual work and improving accuracy for the operations team.
The Problem
Manual workflows leading to errors and inefficiencies
The existing interest claims workflow relied heavily on spreadsheets and manual data entry, leading to errors and inefficiencies. The operations team needed a more robust solution to handle the growing volume of claims.
The team was spending 40% of their time on manual data entry that could be automated.
The Solution
A comprehensive claims management interface
Built a comprehensive claims management interface with filtering, sorting, and batch processing capabilities. The tool integrates with existing systems and provides real-time status updates for all claims in progress.
Claims Dashboard
Takeaways
What I learned
Enterprise Constraints
Working within TD's design system and security requirements taught me how to innovate within constraints.
Stakeholder Management
Balancing needs between operations team, compliance, and development taught me effective cross-functional collaboration.
Measuring Impact
Tracking time saved and error reduction helped quantify the value of design decisions.