Bank of America · Product Designer · Enterprise

Fund Transfer —
Saved Views

A dense enterprise banking platform where analysts lived all day. The work: let them save, organise and re-find the exact views and transfers they returned to — without hunting.

Real-time
trades & rebalancing
GoalManager
modeling flows
401(k)
Benefits Online platform
4
favourite scopes — starred to public
StarredPrivateSharedPublic
Starred 8
Private 13
Shared with me 20
Public 37
Favorites / saved-views modal
Aa
Droid Serif · headings
0→1
saved-views system, ground up

The platform sat on top of a wall of data — VaR tables, limit utilisation, a drill-down wheel. Power users returned to the same handful of configurations every day, but every visit meant rebuilding the view from scratch.

The fix was a favourites system with scopes: star a view for yourself, keep it private, share it with a colleague, or publish it to the team. Each favourite carried a name and description, and search cut across all of them.

Let people return to a view — not rebuild it.

The modal had to be legible against an already-busy screen, so it used a calm surface, clear scope counts, and one obvious primary action. Save, name, describe, find — the whole loop lived in a single panel.

The Favorites panel over the risk dashboard
The Favourites panel — scopes down the side, searchable list, save-and-describe on the left.

A small feature with an outsized effect: the views people cared about became one click away instead of a rebuild, and shared favourites turned individual setups into team knowledge.

The best enterprise UX disappears into the workday.