Email Indemnity Portal
Project Duration
4 Weeks
Project Summary
There has been series of problems with managing the email indemnity process including the fact that the information is not readily available or accessible. This situation has resulted in operational risk crystalising where fraudulent persons have initiated transactions not originated by the customer. The process of confirmation has also been difficult because customer contact persons are only available with individual relationship managers.
There is a need to build a comprehensive database of email indemnity, customers, relationship managers, etc. This is to ensure that the process becomes seamless, confirmation and validation are correct, operational risk reduced and accessibility to such information managed.
Project Objectives
1. Consolidate database of customers’ email indemnity in one place to have a single source of truth.
2. Have an application to manage the email indemnity process end to end.
3. Have an auxiliary information relating to every email indemnity in the same place including contact person details, relationship managers and business units, etc.
4. Manage operational risk emanating from the email indemnity process.
5. Improve efficiency in the email indemnity process.
User Category and responsibilities
Customer Service - Viewing, capturing, Edit, Authorization, Archiving of old records.
Relationship Managers - Viewing only
Operation Officers - Viewing only
Design Process
I used Design Thinking Methodology to create a secure and user-friendly Email Indemnity Portal. By understanding user pain points, prototyping quickly, and iterating based on feedback, this allowed me design a seamless and efficient solution. This approach made the process more insightful and effective, ensuring a balance between usability and compliance.