
Moody's Analytics
Creative Direction | Feature Ideation

Staying on the right side of sub-prime loans | The Brief
Getting sub-prime loan information organized and automated became a key objective of Moody’s Analytics group after the financial crisis. How do you simplify stacks and stacks of information that had up until this point been stored only on spreadsheets, eliminate human error

30,000ft views | The Approach
The day to day assessment and review of each group of loans passes quickly from agent to agent, keeping the over sight of progress, red flags and necessary reviews was key to expediting the process


Quick hits | The Process
Immediate prioritization and actionable needs were color coded as cards to help agents move through tasks quickly and efficiently

Green means go | The system
Colored tags follow the global view, working both as tags and buttons, bringing deeper links and overlays to the surface with a single click

Focus, focus | The Challenge
Minimizing volume through contextual filters creates highly focused views for agents to push through like tasks with minimal human error

Path to completion | The Result
Changing from one hand to another, the visual steps assigned to agents keeps the back and forth for review and completion simple and eliminates confusion