Fund manager onboarding/forecasts portal
Would managers complete a compliance-gated onboarding and keep their own performance data current, or would the workflow route around the portal back to email?
Try thisLeave a required field empty and see the workflow catch it. Then fix it and send for confirmation.
The context
A fund data platform partnering with a global investment bank on a self-service portal where hedge fund managers onboard, get compliance sign-off and keep their fund data current.
What was prototyped
Twelve screens as working software: SSO and login, a checklist dashboard, a three-step onboarding with legal affirmations and a send-a-signing-link option, fund profiles with jurisdiction rules, per-fund editing with real validation states and monthly performance updates that move funds to pending confirmation. Notifications clear themselves as the work completes.
What it shows
The flow stays humane despite the compliance gates. Validation is designed as states, not an afterthought. State persists, notifications resolve and edits round-trip, which shows how far a prototype can prove a workflow before any production code exists.