Irwin Chen

Work / Interface and UX

Case Management Interface

An interface for in-house investigation software, putting new automated searches next to the manual checklists investigators already trusted.

Role
Interface design, prototyping, user testing
For
Mintz Group
Year
2023
Note
Anonymized. Client names, data, and screens are withheld. I can walk through the real work in conversation.

The firm built new case management software in-house. The product team needed an interface that showed new automated searches alongside the manual checklists investigators used on every case.

A background check comes with a checklist that depends on its level. Some items are web searches. Many mean logging in to a subscription database, searching for the candidate, and saving the results. The back end was learning to run those searches through APIs. Investigators needed a way to review and approve what came back.

The problem

  • A large feature set, with many states for every item.
  • Not much room. Investigators would now do most of their work in a frame inside the page instead of opening a tab per search.

Schematic of the checklist layout. Not the production interface.

Outcome

I delivered a Figma prototype to stakeholders. After approval it went to the development team for integration.