RISKLens: Financial Risk Assessment SaaS


Role

Product & UX Designer + Developer

Duration

2 Weeks

Tools

Figma
Claude AI
Vercel

Scope

UX Research
Interaction Design
Visual Design
Information Architecture
AI-Assisted Development


RISKLens portfolio overview on a laptop

Most fintech risk analysis tools bury critical signals under overwhelming data layers, forcing analysts to hunt for insights instead of making confident decisions.

I designed a scannable risk workflow that prioritizes key signals through information hierarchy and progressive disclosure, then used AI-assisted development to turn Figma designs into production code and ship a responsive SaaS product in 2 weeks.


The problem

Most risk analysis tools in fintech are hard to skim. Large amounts of financial data need to be understood quickly, but the interfaces make it overwhelming.

Key challenge

Speed and clarity shouldn't be a trade-off


User context

Risk analysts review multiple borrowers regularly to monitor financial health and identify potential risk.

They need to

  1. Scan portfolios fast
  2. Spot high-risk accounts immediately
  3. Investigate why a borrower is risky
  4. Decide whether to monitor, review, or escalate

Execution framework

01

Research

Studied similar SaaS tools to understand what risk analysts actually need to see first.

02

Design principles

  • Prioritize risk visibility
  • Support fast scanning
  • Progressive disclosure
  • Keep the interface calm

03

Sketch to prototype

Hand-drawn sketch of the portfolio layout
Sketch
Rejected AI-generated layout from Stitch
Screenshot of the rejected AI-generated layout from Stitch
Low-fidelity Figma wireframe
low-fi Figma wireframe
High-fidelity Figma screen
hi-fi Figma screen

04

Vibe Coding with AI

Connected Figma to Claude Code and built it in React, page by page. It took several iterations to get right, and along the way my prompting and use of tokens got sharper.

Early prompt

"Fetch the portfolio overview frame from Figma and build it."

Result of the early prompt: a rough portfolio overview

I went from designer
to design critic.

Refined prompt

"Fetch the portfolio overview frame from Figma, along with the color palette and typography from the design system page. Increase the risk score badge font to 32px, add a 2px border, tighten vertical padding to 8px, and increase the gap between cards to 24px."

Result of the refined prompt: the polished portfolio overview

05

Shipping It

Figma Claude GitHub Vercel

The solution

01

Portfolio Overview

Goal

Help analysts quickly identify which borrowers need attention.

Key Elements

  • Card layout for side-by-side comparison
  • Risk score and status clearly visible
  • Key financial indicators summarized
  • Alerts and "Review needed" status highlighted

Outcome:

Analysts can scan the portfolio in seconds and prioritize their work.


02

Risk Analysis Workspace

Problem

Help analysts understand why a borrower is at risk.

Key Elements

  • Prominent risk score with status indicator
  • Financial health summary (revenue, cash flow, debt, liquidity)
  • Performance trends across multiple periods
  • Active alerts highlighting risk drivers
  • Structured tabs for deeper analysis
  • Context panel with notes, covenants, and documents

Outcome:

A clear, decision-focused workflow that enables analysts to quickly identify high-risk borrowers and confidently investigate the drivers behind financial risk.


What I Learned

Prompt engineering is a design skill

AI accelerated execution, not decisions

Design system first, before any screen


Shipped in 2 weeks, research to deployed product.

View live Product

Portfolio Overview — live on Vercel

RISKLens running live on a desktop monitor