Enhancing Loan Administration System with Secure UX Improvements and Time-Travel Testing Capabilities

The client faces difficulties in maintaining code quality and security of their loan administration system. The existing admin panel lacks coherence, efficient filtering, and sorting functionalities, leading to suboptimal user experience and operational inefficiencies. Additionally, there is a need to enhance testing processes to predict and mitigate future issues within the customer journey.

A mid-sized financial services provider specializing in innovative personal loan products, seeking to improve their loan management platform's usability and security.

• Develop a refined and user-friendly administrative interface with improved filtering and sorting capabilities to boost operational efficiency.
• Implement comprehensive security measures to enhance code quality and protect sensitive financial data.
• Integrate advanced QA processes, including 'time travel' testing, to identify potential future issues in the customer lifecycle before they impact users.
• Create a reliable, scalable platform that supports current and future needs of loan management and customer service teams.
• Achieve a high standard of system reliability and user satisfaction comparable to a 4.9/5 client rating.

• An enhanced admin panel with coherent UI, advanced filtering, and sorting options for efficient loan management.
• Integration with customer support tools, such as a ticketing system, to display critical data including complaints and account requests.
• Implementation of 'time travel' testing to simulate future customer journeys and proactively identify potential issues.
• Development of new functionalities, such as loan restructuring, based on evolving client needs.
• An internal analytics dashboard for data-driven decision making and monitoring system performance.

• Customer support and ticketing systems (e.g., Zendesk) for handling complaints and requests
• Analytics platforms (e.g., Mixpanel) for user behavior tracking
• Third-party credit data providers (e.g., Equifax) for creditworthiness evaluation

• High security standards to protect sensitive customer data
• System availability and uptime of at least 99.9%
• Performance benchmarks that support rapid response times for admin operations
• Scalability to accommodate growing loan portfolios and user base
• Maintainability with clear documentation and CI/CD pipelines

By implementing a secure, user-friendly, and scalable loan management system with advanced testing capabilities, the client aims to significantly enhance operational efficiency, reduce risk of future issues, and improve user satisfaction. Targeted improvements include a reduction in processing errors, proactive issue identification via time travel testing, and a more intuitive admin experience, supporting a high-quality client environment and achieving operational excellence.