Integra
Senior Product Designer & UX Consultant
Integra is a RegTech solution designed to digitize the manual and error-prone Ultimate Beneficial Owner (UBO) verification process. By providing a secure environment for companies to build, store, and share their compliance documents, Integra ensures that VCs and investors have access to 100% valid, up-to-date legal data.
The objective was to replace a fragmented, manual documentation process with a secure Single Source of Truth. Integra aimed to empower companies to build their final UBO documentation using standardized templates and share them securely with investors via an email-based permission system. A primary goal was to eliminate forgotten documents and human error by implementing an automated tracking system for document validity and expiration.
As the Senior Product Designer, I owned the end-to-end product lifecycle for Integra. I was responsible for the entire design stack, beginning with user research to map complex legal requirements into a digital workflow. I designed the platform's information architecture, the Visual Ownership Tree, and the automated validation engine from scratch. My role encompassed the design of the secure document vault and the multi-role permission system, leading the project through high-fidelity prototyping to the final developer handoff.
"Complexity vs. Integrity. UBO regulations require legally precise documentation that is prone to expiration and manual errors."
I had to design a system that enforced strict template compliance and automated expiry tracking without creating a high-friction experience for the user. Balancing the visual clarity of a complex Ownership Org Chart with a highly secure Sharing & Permissions flow was critical to the product's success.
How we solved it
Empathize & Audit
I began by auditing the entire UBO Lifecycle — mapping every touchpoint from the moment a VC requests data to the final document storage. By interviewing stakeholders, I identified the critical failure points where documents were frequently lost, expired, or incorrectly formatted.
Define & Ideate
With the friction points identified, I moved into ideation to solve the Compliance Gap. I focused on digitalizing the manual back-and-forth by designing a logic-driven system that handles document status automatically, replacing human memory with proactive expiration alerts.
Prototype & Test
I wireframed and prototyped the core engine: the UBO creation flow, the secure sharing system with View/Edit permissions, and the multi-level company tree. Testing ensured that even the most complex corporate hierarchies remained readable.
Design System Development
I built a comprehensive Design System with reusable components for document states, notification banners, and relational chart elements, ensuring scalability and consistency across the data-heavy interface.
UI Finalization & Technical Handoff
I polished the high-fidelity UI, integrating security trust signals into the visual language. The detailed technical handoff gave developers structured components and interaction specs to implement the automated logic exactly as intended.
Results that speak
Zero-Error Submissions
Eliminated forgotten documents by implementing a mandatory template-matching system, ensuring investors only receive 100% complete files.
Automated Maintenance
The expiry alert system reduced administrative burden by automatically identifying when passports or legal IDs required updates.
Visual Clarity
The Visual Ownership Tree significantly accelerated due diligence, allowing investors to understand ownership structures in seconds rather than hours.
Secure Data Sovereignty
The permission-based sharing system gave companies full control over sensitive data, earning the trust of VCs and founders alike.
