Corporate Actions Tool
Overview
I designed a corporate actions interface to help internal teams manage high-impact financial events, such as dividends, capital changes, and stock splits. The system enables users to track, edit, and approve event data while monitoring how each action affects existing products.
This tool was created for internal use within a fintech environment, where speed, clarity, and accuracy are essential. I redesigned the UI to be neutral and brand-independent for portfolio presentation.
Problem
Managing corporate actions requires balancing automation with manual oversight. Teams needed a way to quickly filter and review both upcoming and historical events, adjust key parameters, and understand which financial products would be impacted all in a single view.
Existing workflows were fragmented across tools, with limited filtering, visibility, and inline editing capabilities. There was a need for a centralised, intuitive interface to streamline review, exception handling, and data accuracy.
Goals
- Create a unified view of all corporate actions
- Enable filtering by status, dates, event type, and user
- Support fast inline edits and validation feedback
- Clearly indicate automation vs manual overrides
- Link each action to its impacted products for traceability
Design Approach
The layout is divided into two main panels: a filter sidebar and a scrollable event list. Each event card surfaces key information such as event type, date, adjustment factor or dividend value, and affected products. Events can be edited directly within their cards, with controls for saving, reverting, or removing overrides.
Visual hierarchy is managed through spacing, color, and iconography, ensuring the user can quickly scan and prioritize. The tool was designed using a consistent UI system with neutral styling to ensure adaptability beyond one brand or platform.
System Details
- Color-coded status chips for upcoming, invalid, and overridden events
- “Edit in place” forms for faster interaction without page reloads
- Smart filters for date ranges, tickers, event types, and user actions
- Reusable components: toggle switches, chip tags, alerts
- Highlighted references to impacted product count per event
Highlights
- Real-time editable cards with validation
- Clear visual status indicators for review confidence
- Consistent layout and controls across event types
- Optimised layout for internal teams working at scale
Reflections
This interface reduces the time spent navigating multiple tools by providing a single, actionable space for corporate event data. Designing for power users meant optimising for speed, clarity, and reliability, while maintaining flexibility for future expansion.
The project also challenged me to design within a financial logic model, ensuring data dependencies and user roles were reflected accurately in the UX.
