Faster Generation with Tailored Report Layout.
BlackRock: Financial Advisory AI Report Builder
OVERVIEW
Aladdin Wealth Report Template
Designing a Scalable, Compliant Report Template for a $5.7T AUM Global Financial Advisory Platform
Project XY Module on Item Page with the Jump Link
How it Works?
With a sleek Flow, we empower users with an attribute based search engine to discover similar, but with different customizable characteristics.
It was inspired by SEO search rankings to capture attribute/features of available products while allowing users to alter the default attributes (features) of the current product.
It’s handy, highly-personalized, and traffic-driving.
CONTEXT
Exploratory Expert Interviews
Kicking-off the Project by Talking to the Clients
In order to find a promising area that Project XY is able to create value for customers, I started off by doing exploratory interviews with 4 customers and 3 category specialists with different background. The purpose of the interviews was to explore how this technology can be applied to satisfy customers’ needs and wants, to discover potential problem space and then identify an area I should focus on.
“I’m manually cross-referencing and deleting pages on a 100-page master report for 30 different clients. It’s a huge operational barrier to actually helping clients.
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Client’s Challenges
Report Customization….
Business Context
Urgency to Launch a 0-1 Project in 2 Month to Secure a Tier-1 Client Contract Renewal
I needed to ship fast and stay in motion. I brainstormed a few different AI workflows, including AI-prompted ideation and prototyping in code, to ensure we could get the working function in front of users by Q4, 2025, accelerating not just the design, but also the implementation.
IDEATION
Scale in a Complex System
Quick Prototyping to Define Scope
I identified all the entry points outside of generating report from the proposal view and quickly identified the 4 product owners from 5 additional entry points.
Quick Prototyping to bridge disconnection
I identified a critical system disconnection where the existing language selection and attachment automation pages were not fully integrated with the template selection process.
To resolve this, I rapidly prototyped merging the language selection directly into the template modal, ensuring zero increase in click count. I then used this working concept to successfully advocate to my Product Manager for the necessary change, despite a recent, separate launch of the language selection feature. Overall, I collaborated closely with three Product Managers and two Engineers, utilizing early design concepts to resolve this connectivity gap and ensure the long-term scalability of the template model across our global clientele.
Metrics for Success
Setting up Metrics to Track Post-Launch Impact
I set up three main metrics to evaluate the outcome. It also helped me stick to the business goals while designing.
THE 3RD DIAMOND
Information Architecture
Main Structure — A Flow for Product-focused User Type
Based on the rainbow sheet and evaluation of the current website, my team and I defined 5 main features: change up features, pivot search results, like and compare, and item information.
Also, we will have a landing page to introduce the feature and attract new users to interact.
Here is the information architecture that I created:
IDEATION
All tmepalte
Inspired by the problem discovered through previous study and insights from the user research, I did the first round of brainstorm and then integrated the ideas into 2 main concepts. Considering the technical feasibilities, I focused on the Pivot Feature Module, “Bubble.”
FINAL DESIGN
Solution Overview
SOLUTION 01: Pivot Features Module
Pivoting the Final Purchase
The visually intriguing module allows customers to change up small features from the current item and juxtapose it against liked items to finalized the purchase.
The Placement
How Far Do People Scroll—Chances Are Not So Far
Design for 100 million+ Costumers
Walmart.com is visited by 100 million + unique visitors every month. The eco-system of the we co-designed by different verticals — adding this new module on the very top means pushing other modules down and will affect their discoverability.
Design Decision Making
We have decided to place the module below the item information to create a logical user journey. We acknowledged that only 20% customers will scroll this far. I implemented the jump link on top to make to solve the issue.
Accessibility: ADA Custom Codes
When I designed the service, I also considered accessibility. I coded the focus order in a circular way, making sure the design is intuitive and confirmed all colors passed WCAG 2.0 AA standards.
SOLUTION 02: Pivot Features Chatbot, Sam
To further reflect Walmart Home’s “made-to-measure” ethos, we created a chatbot tool to tackle full in-person experience. From sizing, to color choices and all attributes stored back-ended, this online “interior designer” serves as an extension to the store service experience.
Solution Overview
Visualizing Concept by Creating a Clickable Hi-fi Prototype
The prototype below shows how the user pivots a similar chair but with black color and metal, adjustable base:
We made sensible decisions for users to reduce cognitive load, giving only three clicktable visual examples of features at a time with the unlimited options powered by voice and type search. It also enforces the affordance of this conversation design.
DESIGN PROCESS
DESIGN SPRINT
Design Never Stops: Continued to Explore Ideas by Hosting Design Sprint for the Voice Version
I continued to perfect the interactive prototype in the last two week. In the meantime, I hosted Design Sprint to gather ideas for the Voice version. I reached out to designers and researcher from different verticals and invited them to join the 2-hour Sprint together with project managers and engineers.
Bot Personality
Isn’t just Aiming to Save Users’ Time—it Also a Pivoting Process Mimicking In-store Experience
various Use Cases
Worked with Content Writers to Create Natural Conversations
Click to enlarge the image
EVALUATE
The Feedback
The Vertical Decided to Push it Forward in the Next Quarter
“We should add project XY to Q3. We can A/B test it on some $200 furniture starting with 2 features.”
After I pitched two versions during the weekly Home Vertical meeting, our VP Anthony provided positive feedback and decided to build version 1 during Q3, 2020. Anthony even asked the engineering team to start to build some back-end prototypes for the Voice version. Later, our design manager and my hiring manager connected with designers at Jetblack to get more insights on how chatbot and voice products are designed.
Future Work
AI Report Builder in 2026
AI adds value in report building in reduce clicks and small modals views. -
