Recovery Operations Portal
Transforming fragmented insurance recovery into a unified, scalable enterprise platform.
Domain
Enterprise / B2B Insurance
Role
Senior Product Designer
Timeline
6 Weeks Design / 6 Months Launch
Teams
Recovery, Finance, Legal, Engineering
The problem & business intent
The challenge
A single recovery case could involve recovery agents, administrators, finance, legal, management, and external collectors. With responsibility spread across teams and tools, no one had a clear, shared view of ownership, approvals, payments, or the complete case history.
The goal
Build a centralized, scalable recovery management platform to streamline cross-departmental communication, automate approval chains, and establish a single source of truth for all recovery cases.
Business intent
Unified operations into one enterprise platform, eliminated spreadsheet tracking and fragmented email threads, accelerated approvals for transfers, payments, and commission payouts, and created chronological activity logs for audit readiness.
Key solutions & UI highlights
01. Role & Permission Matrix
Standardized 5 internal user roles—Admin, Agent, Legal, Executive, and Operations—and 2 external roles: Collector Admin and External Collector. Each role received explicit approval authority and granular data visibility.
02. Data-Rich Executive Dashboard
Designed a high-level command center with recovery KPIs, progress against monthly targets, status breakdowns, and quick actions for high-priority cases.
03. Centralized Case Details & Audit Timeline
Built tabbed case sections for payments, legal documents, and history, plus a chronological activity timeline that gives internal and external teams complete auditability.