CASE STUDY · MORGAN STANLEY
Intelligent Document Processing
Embedding intelligent document validation into existing financial workflows while preserving control, trust, and operational continuity.
MY ROLE
Principal UX Designer
DURATION
9 Months
PLATFORM
Enterprise Platform
CONFIDENTIALITY NOTE
Some details, screens, and workflows are recreated or generalized to protect confidential information while preserving the design challenge, process, and decision-making approach.
Manual document processing was a major bottleneck, prone to human error and high operational costs.
Design an interface where humans can verify AI-extracted data with high confidence and minimal friction.
Designed the 'human-in-the-loop' verification interface and the underlying AI feedback mechanism.
Mapped the transition points between automated extraction and manual verification to identify high-risk handoffs.
Developed a side-by-side view that highlights AI confidence scores and allows for rapid inline editing.
A unified workspace where AI suggestions are integrated directly into the existing document review flow.
We chose a highlight-and-verify interaction model rather than a full manual re-entry, significantly speeding up the process.
Increased document processing throughput by 3x while maintaining 99.9% accuracy.
Designing for trust in AI is less about perfect automation and more about providing clear evidence for the AI's conclusions.