Features Management
Fintech Company Internal Tool
OVERVIEW
Features Management is an internal tool used in a fintech company that allows users to view, edit, and add new configuration features to the merchant management system. This system includes various capabilities for handling merchant accounts, transactions, and user management.
Project designed in 2024
ROLE
Product Design
Understanding the Problem
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In today’s internal system, there isn’t a tool that allows users to view, update, and add configurations for all the features the company offers to clients. This need was identified by product managers who require an efficient solution to manage feature configurations.
Pain Points
1. No centralized tool for managing configurations.
2. Time-consuming manual processes for updating features.
3. Difficulty tracking the status and impact of configuration changes.
Project Requirements
Users: Primarily product managers and employees who work with clients and need to view feature documentation.
Create a tool for viewing and editing features, allowing users to update each feature's required configurations.
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Users can search by Feature Name.
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Users can filter features by: Category, Bank and Payment Method.
The tool should allow users to view features by:
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Feature ID
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Feature Name
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Feature Key
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Feature Description
Adding New Features:
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Define the feature by supported payment methods, integrations, and type.
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Specify the systems that will support the feature.
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Set up mandatory fields.
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Easily configure and manage features.
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Implement and configure new features in the payment system, reducing the time required to develop them.
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Access documentation about each feature.
Goals
Ideation Process
Based on the requirements I focused in two main user flows:
1. View existing features
The user can view and filter features using filters, gaining further information about each feature.
2. Add new feature
The user can add a new feature to the system and define its required configuration.
Visual Design
Main Screen
The user can view features that are currently in the system. They can search for features by name or filter them by category, payment method, or supported bank. Within the columns, they have the ability to edit and click on links to access documentation.
Add New Feature
The user can add a new feature to the system and define all necessary configurations. A sequence map is utilized to present the user with steps and allow them to navigate back to make changes if necessary.
Project Conclusions
Working on this project provided me with valuable experience collaborating with a product manager.
What have I learned?
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Collaboration with Product Managers: I've learned the importance of closely working with product managers to align on requirements and use them effectively to shape user flows.
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Balancing development limitations and user needs: Recognizing that development limitations and user needs may not always align, I've realized the necessity to find innovative solutions as a product designer.