Ying
  • Financial Services & Analytics
  • AI Prototyping
  • Enterprise Platform

Unified View

Consolidating a fragmented process and 6 legacy tools into one unified workflow that ships ratings faster with fewer audit findings.

Role
Product + Design, from early concept to final delivery
Timeline
Apr 2025 – Present
Team
20+ stakeholders 50+ dev and QAs 2 Product Analysts

TL;DR

  1. 01

    The platform

    Unified View is an enterprise platform for the rating-committee workflow — live since 2021, a multi-team, 11-step workflow every rating runs through.

  2. 02

    The new challenge

    In 2026 it's adding a new line of business, Public Finance Group: a different workflow, with its own legacy systems. I took on both the product and design role for it — owning each requirement from discovery to delivery.

  3. 03

    How I closed the gap

    To absorb a workflow this different without breaking what exists, I built a production-quality prototype, driven by Claude Code. It became the one surface where business, product, dev, and QA all stay aligned — closing the design-to-build gap a long pipeline usually opens.

2021

Live since

~900

Weekly active users

6

User roles

86%

Rating groups covered — PFG is the 6th

Protected case study

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Unified View — Ying Wang