CASE STUDY · OPTIONS CLEARING CORPORATION · VIA EVIDEN

Designing for financial risk when clarity is critical

As Eviden’s UX designer across two OCC workstreams, I helped simplify data-heavy applications used to understand intraday performance, stress scenarios and liquidity risk.

Role
UX Designer, sole designer on 2 teams
Team
SMEs, BSAs, Product Owners, Risk Leaders, Developers
Timeline
12 months
Platform
Enterprise web
Tools
Figma, FigJam, Jira

Why the interface isn’t shown

This work involved sensitive financial systems in a regulated environment. I was not permitted to retain screenshots or interface artifacts, so this case study focuses on the problem, approach, collaboration and decisions I can discuss publicly.

The challenge

Risk systems have the opposite of a typical product problem: there’s no lack of information. The challenge is presenting a large amount of interconnected data without obscuring what matters, under business, technical and regulatory constraints.

What I delivered

  • Redesigned Intraday P&L for clearer hierarchy, workflow and data interpretation
  • Designed Stress Testing & Liquidity Risk UX from the ground up (0→1)
  • Onboarded UI developers and supported the work through implementation

Role and responsibilities

What I owned

Research & Strategy

  • Learned specialized financial and risk concepts with SMEs
  • Facilitated requirements and design discussions
  • Synthesized business, technical and regulatory needs

Design Execution

  • Mapped workflows and information relationships
  • Improved IA, data hierarchy and visualization
  • Wireframes to hi-fi, iterated with stakeholders

Systems & Launch

  • Communicated design intent to development
  • Helped onboard UI developers
  • Stayed involved through implementation

Two workstreams

Dense data, specialized language, real consequences

I was the only UX designer across two highly technical areas, working directly with business systems analysts, product owners, risk leaders and executive directors.

Intraday P&LImproving an existing application used to monitor and interpret intraday financial information
Stress Testing & Liquidity RiskDesigning a new experience from the ground up for complex risk-analysis workflows
“Markian grasped complex concepts in an impressively short amount of time. Without his knowledge, our team wouldn’t have accomplished this company-wide effort.”
— Michael Nowaczyk, Lead Business Systems Analyst, OCC

My approach

From domain complexity to product structure

Without screens to show, this is how the work moved: from expert knowledge to a structure the development team could build.

1Experts & rulesSMEs, BSAs, risk leaders, business rules
2SynthesisTerminology, dependencies, edge cases
3IA & workflowsHow information and tasks relate
4UX designHierarchy, tables, visualization, flows
5ImplementationDeveloper onboarding and handoff

Design decisions

How I drove it

KEY DECISION 01

Understand the financial system before designing it

What I didSpent significant time with SMEs, analysts, risk leaders and executives to learn not only what information had to appear, but how it related and how teams used it to make decisions.

Why it matteredSimplifying a risk interface without understanding the system could easily remove context users depended on.

KEY DECISION 02

Make dense data easier to interpret, without oversimplifying

What I didFor Intraday P&L, I refined hierarchy, layouts, workflows, tables and visualization patterns so key information surfaced faster and related data felt connected.

Why it matteredIn a time-sensitive risk environment, usability is less about making a screen look simple and more about showing what deserves attention.

KEY DECISION 03

Design a new risk experience from the system outward

What I didFor Stress Testing & Liquidity Risk, I mapped relationships between data, workflows, system states and tasks, then turned them into an interaction model and implementation-ready UI, iterating as requirements evolved.

Why it matteredThe challenge wasn’t individual screens. It was a coherent structure for a complicated financial system.

Reflection

What I took away

[Two or three sentences in your words: what learning a new domain this quickly taught you, and how it shaped your approach to complex systems.]