Job Run AI Agent Platform: Streamlining Financial Operations with AI - @ Google AiStudio

Project Overview

The Job Run AI Agent Platform is a sophisticated dashboard designed to manage and monitor automated financial processes. Simulating job runs for critical tasks like payment processing, fraud detection, and risk analysis, the platform provides real-time oversight and control, transforming manual, reactive workflows into a proactive, data-driven system.

My Role: UX Designer, AI Solutions Designer, Product Manager

1. The Problem: The High Cost of Manual Financial Operations

In the financial sector, tasks like payment processing, fraud detection, and risk analysis are often complex, time-consuming, and prone to human error. Legacy systems and manual processes lead to inefficiencies, delayed insights, and an increased risk of fraudulent activity. Operators lack a centralized, real-time view of their financial health, making it difficult to identify bottlenecks or respond to emerging threats. The core problem was to create an intelligent system that automates these processes while providing a clear, actionable command center for oversight.

2. The Solution: A Centralized, Intelligent Command Center

The solution was to build a comprehensive dashboard that acts as a central hub for all AI-powered financial operations. Key features of the solution include:

• Real-Time Job Run Monitoring: The dashboard provides a live view of ongoing and completed job runs, showing the status, success rate, and any errors in real-time.

• Simulated AI Agent Performance: The system simulates job runs for various tasks (e.g., payment validation, fraud scoring) to demonstrate how the AI agents would perform in a live environment.

• Intuitive Dashboards for Specific Tasks: Dedicated views for payment processing, fraud detection, and risk analysis provide a tailored experience, allowing users to focus on the metrics most relevant to their specific role.

• Performance Metrics & Analytics: Clear visualizations and key performance indicators (KPIs) highlight the efficiency and effectiveness of the automated processes.

This platform transforms the management of complex financial tasks, providing transparency and control that was previously unavailable.

3. My Design Process: Building Trust in Automation

My design process was centered on building a system that users could trust to handle sensitive financial data.

• UX Research: I conducted research with financial analysts and operations managers to understand their workflow and their concerns about automation. The key insight was the need for transparency. Users needed to see not just the result of a job run, but also its status, the data it was processing, and any potential issues in real-time.

• Information Architecture: The dashboard was structured with a clear, top-down hierarchy. A main overview page provides a high-level summary of all job runs, while sub-pages for specific tasks allow users to drill down into detailed analytics.

• Visual Design: I chose a clean, professional aesthetic with a minimalist design to prevent visual clutter. The color palette was used to clearly differentiate between statuses (e.g., green for success, red for errors), making it easy to spot issues at a glance.

• Technology Stack: The application was built with Google AiStudio as the core AI platform, providing the power behind the agent simulations. The front-end was developed using React for a modular, component-based UI and Tailwind CSS for its utility-first approach, which ensured a clean and responsive design.

4. The Final Product: A New Standard for Financial Operations

The final product is a highly functional and intuitive dashboard that sets a new standard for managing financial operations. It successfully demonstrates how AI can be a powerful partner for financial professionals, handling the tedious, high-volume tasks while providing the human expert with a clear, real-time command center. The design prioritizes clarity and control, ensuring that the power of the AI is always in the user's hands.

Key Learnings & Outcomes:

• Clarity is King in FinTech: In high-stakes fields like finance, the user interface must be simple, transparent, and trustworthy.

• Design for Proactive Control: The dashboard empowers users by giving them not only a view of their systems' statuses but also the tools to take immediate, proactive action.

• AI as an Augmentation: This project proved that the most valuable AI tools don't replace humans; they augment their abilities, freeing them to focus on higher-level strategic work.