OCC

Financial Risk Platforms

Streamlined data-heavy workflows across OCC’s Intraday P&L, Stress Testing and Liquidity Risk platforms, including a 0→1 redesign of Stress Testing.

Role
Lead UX Designer across two initiatives
Team
SMEs, BSAs, Product Owners, Risk Leaders, Developers
Timeline
12 months
Platform
Enterprise web

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.

Collaborator perspective

OCC
“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 NowaczykLead Business Systems Analyst

Problem statement

Risk teams don’t lack information. They need to see what matters across large amounts of interconnected data, under business, technical and regulatory constraints.

What I delivered

  1. Improved the existing Intraday P&L application with clearer hierarchy, workflow and data interpretation

  2. Redesigned and rebuilt Stress Testing from the ground up (0→1), alongside Liquidity Risk workflows

  3. Onboarded UI developers and supported the work through implementation

My role

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 & Handoff

  • 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 separate, highly technical projects, 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 RiskRedesigning and rebuilding the stress-testing experience from the ground up (0→1), alongside liquidity-risk workflows

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.

How the work moved from domain knowledge to implementation
  1. 01Experts & rulesSMEs, BSAs, risk leaders
  2. 02SynthesisTerminology, dependencies, edge cases
  3. 03IA & workflowsHow information and tasks relate
  4. 04UX designHierarchy, tables, visualization
  5. 05ImplementationDeveloper onboarding and handoff

Design decisions

Key design decisions

01

Understand the financial system before designing it

What I did. Spent 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 mattered. Simplifying a risk interface without understanding the system could easily remove context users depended on.

02

Make dense data easier to interpret, without oversimplifying

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

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

03

Design a new stress-testing experience from the system outward

What I did. For 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 mattered. The challenge wasn’t individual screens. It was a coherent structure for a complicated financial system.

Reflection

Learn the system first

OCC pushed me to get comfortable entering a domain I knew very little about and learning quickly from the people who understood it best. It reinforced how important it is to understand the data, relationships and decisions behind an experience before trying to simplify it — especially when the information is complex and the stakes are high. I’ve carried that approach into every enterprise product I’ve worked on since.

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