Transaction & Reconciliation Platform
A representative back-office settlement platform: live transaction monitoring, automated reconciliation, and a break-resolution workspace used by operations analysts and their approvers.
- Product
- Aldgate Settle
- Platform
- Enterprise web application
- Role
- Product designer - discovery, interaction design, data table and workflow systems
- Design focus
- Dense information designOperational efficiencyException workflowsDecision support
Problem
Automation already matched most volume. The product still presented every line with equal weight, so analysts scrolled through matched records to find the small set of breaks that carried the risk.
When a break was found, resolving it meant comparing two records held in separate tabs and remembering which adjustments needed a second approver.
The 0.3% that carried the risk was scrolled past with everything else.
Approach
- 01
Separated monitoring from resolution
Live monitoring answers is the day healthy. Reconciliation answers what did not match. The break workspace answers what do I do about it. Each surface has one job, and they hand off cleanly.
- 02
Put the match confidence in the row
Every reconciliation row carries the ledger line, the statement line, the delta and the system's suggestion - so the analyst reviews a proposal instead of assembling one.
- 03
Made resolution a choice between options
Break resolution presents the two records side by side and the concrete options: split match, post adjustment, return to counterparty. Approval requirements are shown before the action, not after.
Key UX decisions
Value, not count, drives the health view
Reconciliation health is expressed as a share of value auto-matched, rule-assisted and manual, because a single large break matters more than a hundred small ones.
Deltas are always signed and aligned
Amount columns use tabular figures and a consistent decimal alignment, with a dash for no delta, so scanning a column is a visual task rather than a reading task.
Second-approver rules surfaced inline
The workspace states that a second approver is required next to the primary action, removing a routine cause of rejected adjustments.
Saved views over configurable dashboards
Analysts work from a small set of shared, named views instead of building personal dashboards, which keeps handovers between shifts reliable.
Final product screens
Outcome & impact
Analysts start from exceptions rather than from volume, and each break arrives with the comparison and the resolution options already assembled.
The pattern generalised: the paired-record layout and suggestion column became the reusable model for other exception types across the platform.
Some product names, data, and details have been anonymized or represented for confidentiality. The case studies reflect real design challenges, decisions, workflows, and outcomes from my professional experience.
Ledger
₹4,20,900.00
07 Aug · 14:02
Statement
₹4,18,450.00
07 Aug · 14:06
Resolution
Split match · second approver required before posting
More case studies
All case studies →- 01Insurance
Claims & Policy Operations
Claims handlers worked across disconnected screens to judge cover, chase documents and route approvals - so decisions stalled long before anyone had all the facts.
View case study→ - 03Logistics
Shipment & Exception Control Tower
Control-room teams monitored a live European network on screens that reported status well but never said which disruption to act on first, or what to do about it.
View case study→ - 04Enterprise mobile
Field Operations App
Field engineers captured work on a mobile app built like a desktop form - slow to complete, unusable with gloves, and dependent on a connection they often did not have.
View case study→
Let's talk.
I'm Pavan, a Lead Product Designer with six years in enterprise and B2B product design across finance, banking, insurance, logistics and internal business systems. Most of my work sits where business rules, user needs and technical constraints meet. I turn complicated workflows into products that are clear to use and easy to learn.
What I specialise in
- Enterprise & B2B product design
- UX architecture & workflow design
- Interaction & UI design
- Design systems & governance
- UX research & usability testing
- WCAG 2.1 AA accessibility
Availability - open to Lead Product Design and UI/UX roles
- pavanps583@gmail.com
- Phone
- +91 94497 22598
- linkedin.com/in/pavan-ps
- Location
- Mangalore, India