A dashboard for one question: did every investor who should hear about their redemption get an email or an SMS?
What it is
A redemption is an investor selling mutual fund units back to the fund house. It runs through six stages, from acknowledgement to the payment going out or a warrant (a cheque-like payment) being posted, and the investor should get a message at each one. The deck shows, by date, how many records were reported, how many were eligible for a message, and how many emails and SMS were triggered, delivered and bounced.
Its main job is to find records that were eligible but never got a message, down to the single record. An Excel download carries a summary sheet, the not-triggered cases and the bounced ones.
My part
I designed it from an operations stakeholder’s requirement: the layout, the colours and what each stage shows. The Figma AI agent built the screens from my prompts. Names, logos and numbers here are samples.
- My role
- Designer
- Credit
- My design: I set the layout and the colours, and the Figma AI agent built the screens from my prompts. The requirement came from an operations stakeholder.
- Context
- Internal operations dashboard at KFintech. Names, logos and data are samples.
- Tools
- Figma, Figma AI agent
- Year
- 2026