Mapping a clearer path through open banking.
Connecting the end-to-end consumer-driven banking service to practical portal experiences, access controls, and reusable design patterns.
- My role
- Senior UX Consultant
- Focus
- Service mapping · Portal · Design system
- Discipline
- Service design · Regulated products
Select the image to view at full size. Selected design work for FCAC · Consumer-Driven Banking.
The challenge
Consumer-driven banking brought together application, accreditation, registry, and oversight needs across multiple user groups. Designing the service required a view of the complete process as well as the individual tasks people would complete in the portal.
My contribution
As Senior UX Consultant, I provided a complete process-flow diagram of the consumer-driven banking service, covering both the current state and the future state. My work also included UX strategy, portal design, design-system alignment, and delivery governance. The designs below show the supporting portal, administrative workflows, and upload interactions.
Design approach
Map the service before resolving individual screens
I documented the complete current-state and future-state service flows. This provided a shared view of the existing process and the proposed service, connecting the wider application and accreditation journey to the design work.
Make roles and permissions visible
The administrative designs make role definitions, assigned permissions, reporting, and audit activity explicit. The role-management view pairs a list of roles with the permissions attached to the selected role, bringing the access model into the interface.
Design the complete upload interaction
The logo-upload work covers file selection, validation feedback, upload progress, and completion. The flow and individual screens make these states visible, so the interaction is defined beyond its initial form.
Connect interface patterns with delivery standards
I worked on design-system modernization and alignment with the Government of Canada Design System, with WCAG 2.1 AA as an accessibility target. Sprint standards, Definitions of Ready and Done, and UX governance in Azure DevOps supported the design and delivery process.
From the service to the screens
Selected portal and administrative designs, followed by the upload flow. Open any image to inspect the complete artifact. Screen values are illustrative design content.
Landing-page explorations connect service information with the portal entry experience.
A full-page portal design showing the form structure and supporting content.
Selecting a role reveals its assigned permissions, grouped by function.
The reporting view brings submission status and reporting tasks into one workspace.
An activity view organizes events by user, action, resource, and status.
Announcements and regulatory updates sit alongside the administrative workspace.
The sequence shows the upload interaction across selection, feedback, progress, and completion states.
The design board brings upload component states and their page context together.
Explore additional screens and upload states
A full-page administrative design exploration.
Supporting administrative interactions and form treatments.
Alternative portal treatments explored within the wider design work.
Initial organisation-logo upload screen.
File-selection guidance and feedback within the upload journey.
Logo-selection interface within the organisation-details flow.
Validation feedback and file information in the upload interaction.
A selected file and progress feedback in page context.
Completion feedback confirms the logo-upload action.
What I delivered
I delivered the complete current- and future-state service process mapping alongside portal designs, role-based administrative views, and detailed upload-flow artifacts. Responsibility for delivery subsequently moved to the Bank of Canada. This case study documents my FCAC design contribution before that transition; the screens shown are design artifacts, and their sample figures are not project results.
The design lesson
This work connected service-level thinking with detailed interaction design: how the overall banking service operates, which tasks each role needs to perform, and how individual interactions communicate status and next steps.
Complex product.
Clearer experience.
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