- Update information throughout the loan lifecycle.
- A profile detailing an overview of the customer, the loan status, associated documents, and all actions taken within the case.
- Calculate the payments of the loan, how much goes to the medical center and how much goes to the doctor, even if there is a surplus.
The problem?
Loan follow-up operations were scattered across teams with no unified system.
After a health loan was approved, managing it meant juggling disconnected systems. Tracking customers, updating status, handling documents, calculating payments. It was all done manually, and it was causing delays and errors across banks, medical centers, and doctors.
Research & Strategy
Qualitative sessions with financial institution staff and health center administrators to understand how they were actually working and where things kept breaking down.
A workshop to get banks, medical centers, and doctors on the same page about shared priorities before any design work started.
A service blueprint mapping every step and interaction across all the people involved in the process.
Service Blueprint
.png)
Define
We organized the structure to support three different user roles: bank operators, medical center staff, and doctors. Each one has different needs and different levels of access.
.png)
Develop
High-fidelity wireframes built using the company’s design system components, used for UX testing and team reviews.
.png)
Remote testing sessions with people who actually work with the platform. We gave them tasks to complete and watched where they got stuck. The feedback led to real changes in specific interactions and the overall flow.
Health Loan Management Platform
Final result
A unified platform for managing the full health loan lifecycle, from customer tracking to payment distribution across medical centers and doctors.
Customer profile tracking and loan lifecycle management. Document upload and management per loan case. Automated payment distribution across medical centers and doctors. Role-based access for banks, health centers, and medical staff.
