DV01 Dashboard
Designed the DV01 Dashboard for the Finastra Kondor 3.5 treasury platform. The dashboard enables Forex professionals to measure the interest rate sensitivities and visualizations for currency positions and pairs.
Addition of Forex risk assessment capabilities
Used by over 8K institutons
Tools to measure delta values in reporting currency
0-1 Design
Client
Finastra
Domain
Fintech- Foreign exchange
Deliverables
UX, UI, Design System, QA
Timeline
Q4 2022-Q1 2023
DV01 Dashboard
Designed the DV01 Dashboard for the Finastra Kondor 3.5 treasury platform. The dashboard enables Forex professionals to measure the interest rate sensitivities and visualizations for currency positions and pairs.
Addition of Forex risk assessment capabilities
Used by over 8K institutons
Tools to measure delta values in reporting currency
0-1 Design
Client
Finastra
Domain
Fintech- Foreign exchange
Deliverables
UX, UI, Design System, QA
Timeline
Q4 2022-Q1 2023
DV01 Dashboard
Designed the DV01 Dashboard for the Finastra Kondor 3.5 treasury platform. The dashboard enables Forex professionals to measure the interest rate sensitivities and visualizations for currency positions and pairs.
Addition of Forex risk assessment capabilities
Used by over 8K institutons
Tools to measure delta values in reporting currency
0-1 Design
Client
Finastra
Domain
Fintech- Foreign exchange
Deliverables
UX, UI, Design System, QA
Timeline
Q4 2022-Q1 2023
Fragmented Forex Applications
$1.85 Billion (2023)
Revenue
8,600
Institutional users
400
Clients
17
Applications
Context
Financial institutions like banks have to juggle regulatory complexity while managing risk in real-time across volatile markets. Finastra's Kondor 3.5 is a treasury platform that transforms fragmented trading and risk systems into unified tools with real-time analytics, dynamic dashboards, and seamless integration. It delivers the speed, accuracy, and compliance that modern financial regulations demand.
Challenge
Financial institutions struggle with interest rate risk because they use different systems that give conflicting numbers for DV01 calculations, are unable to see a holistic view with rate exposures in one place or in the same currency, and lack the fast analysis tools needed to protect against losses when interest rates change quickly across their trading portfolios.
Business Goals
Generate revenue from financial institutions needing enterprise licensing for comprehensive forex risk assessment tools. The value added features would support Finastra's goal of increasing treasury transactions by 10x.
User Goals
Institutional users can get a holistic snapshot of their interest rate exposures in one clear view with consistent currency reporting. They are enabled to make quick hedging decisions when markets move in order to improve returns, and get comprehensive reports that help them manage the company's overall interest rate risk.
Fragmented Forex Applications
$1.85 Billion (2023)
Revenue
8,600
Institutional users
400
Clients
17
Applications
Context
Financial institutions like banks have to juggle regulatory complexity while managing risk in real-time across volatile markets. Finastra's Kondor 3.5 is a treasury platform that transforms fragmented trading and risk systems into unified tools with real-time analytics, dynamic dashboards, and seamless integration. It delivers the speed, accuracy, and compliance that modern financial regulations demand.
Challenge
Financial institutions struggle with interest rate risk because they use different systems that give conflicting numbers for DV01 calculations, are unable to see a holistic view with rate exposures in one place or in the same currency, and lack the fast analysis tools needed to protect against losses when interest rates change quickly across their trading portfolios.
Business Goals
Generate revenue from financial institutions needing enterprise licensing for comprehensive forex risk assessment tools. The value added features would support Finastra's goal of increasing treasury transactions by 10x.
User Goals
Institutional users can get a holistic snapshot of their interest rate exposures in one clear view with consistent currency reporting. They are enabled to make quick hedging decisions when markets move in order to improve returns, and get comprehensive reports that help them manage the company's overall interest rate risk.
Fragmented Forex Applications
$1.85 Billion (2023)
Revenue
8,600
Institutional users
400
Clients
17
Applications
Context
Financial institutions like banks have to juggle regulatory complexity while managing risk in real-time across volatile markets. Finastra's Kondor 3.5 is a treasury platform that transforms fragmented trading and risk systems into unified tools with real-time analytics, dynamic dashboards, and seamless integration. It delivers the speed, accuracy, and compliance that modern financial regulations demand.
Challenge
Financial institutions struggle with interest rate risk because they use different systems that give conflicting numbers for DV01 calculations, are unable to see a holistic view with rate exposures in one place or in the same currency, and lack the fast analysis tools needed to protect against losses when interest rates change quickly across their trading portfolios.
Business Goals
Generate revenue from financial institutions needing enterprise licensing for comprehensive forex risk assessment tools. The value added features would support Finastra's goal of increasing treasury transactions by 10x.
User Goals
Institutional users can get a holistic snapshot of their interest rate exposures in one clear view with consistent currency reporting. They are enabled to make quick hedging decisions when markets move in order to improve returns, and get comprehensive reports that help them manage the company's overall interest rate risk.
Consolidated Dashboard for Risk Assessment
Risk reduction
Financial institutions reduce operational risk by up to 40% through accurate, real-time interest rate sensitivity analysis.
Holistic views eliminates the need to piece together data from multiple fragmented systems.
Enables proactive hedging decisions that protect against rate volatility and prevent major portfolio losses during market volatility.
Automated calculations
Organizations achieve 60% faster decision-making speed for hedging strategies, reduce calculation errors that previously cost millions in mishedged positions that left institutions exposed to risk.
Automated interest rate delta value calculations that eliminate manual processes and human error while delivering consistent results across trading desks.
Reusable components
The platform adopted a design system, replacing disjointed UI and backend systems that led to inconsistent experiences.
A unified design system enables faster application development, and design turnaround while ensuring a consistent user experience.
Consolidated Dashboard for Risk Assessment
Risk reduction
Financial institutions reduce operational risk by up to 40% through accurate, real-time interest rate sensitivity analysis.
Holistic views eliminates the need to piece together data from multiple fragmented systems.
Enables proactive hedging decisions that protect against rate volatility and prevent major portfolio losses during market volatility.
Automated calculations
Organizations achieve 60% faster decision-making speed for hedging strategies, reduce calculation errors that previously cost millions in mishedged positions that left institutions exposed to risk.
Automated interest rate delta value calculations that eliminate manual processes and human error while delivering consistent results across trading desks.
Reusable components
The platform adopted a design system, replacing disjointed UI and backend systems that led to inconsistent experiences.
A unified design system enables faster application development, and design turnaround while ensuring a consistent user experience.
Consolidated Dashboard for Risk Assessment
Risk reduction
Financial institutions reduce operational risk by up to 40% through accurate, real-time interest rate sensitivity analysis.
Holistic views eliminates the need to piece together data from multiple fragmented systems.
Enables proactive hedging decisions that protect against rate volatility and prevent major portfolio losses during market volatility.
Automated calculations
Organizations achieve 60% faster decision-making speed for hedging strategies, reduce calculation errors that previously cost millions in mishedged positions that left institutions exposed to risk.
Automated interest rate delta value calculations that eliminate manual processes and human error while delivering consistent results across trading desks.
Reusable components
The platform adopted a design system, replacing disjointed UI and backend systems that led to inconsistent experiences.
A unified design system enables faster application development, and design turnaround while ensuring a consistent user experience.
Comprehensive Risk Assessment Tools
Contextual menus
Grid views showcase interest rate variability of currency pairs for predefined time ranges called 'Tenors'.
Contextual menus for 'Trade contribution' and 'Open trades'.
Trade contribution refers to the individual P&L impact that each specific trade has on a portfolio's overall performance.
Open trades are active positions that have not yet been closed or settled.
Attributes and Buckets
Tools to create custom attributes and buckets.
Attributes are properties used to classify, categorize, and manage financial instruments, trades and positions.
Bucket lists group investments, risks, or exposures into categories based on shared characteristics, risk levels, or time horizons.
Manage Tenors
In the DV01 application, tenors are time periods that help organize interest rate risk calculations for institutions.
Users can create new tenors, modify or delete existing ones.
This helps users to organize interest rate risk by time periods based on their specific needs.
Manage Buckets
Buckets are containers that group your interest rate positions based on specific tenors.
Users are allowed to connect existing tenors to buckets.
The user is also allowed to toggle between native and reporting currency pairs and modify them.
Comprehensive Risk Assessment Tools
Contextual menus
Grid views showcase interest rate variability of currency pairs for predefined time ranges called 'Tenors'.
Contextual menus for 'Trade contribution' and 'Open trades'.
Trade contribution refers to the individual P&L impact that each specific trade has on a portfolio's overall performance.
Open trades are active positions that have not yet been closed or settled.
Attributes and Buckets
Tools to create custom attributes and buckets.
Attributes are properties used to classify, categorize, and manage financial instruments, trades and positions.
Bucket lists group investments, risks, or exposures into categories based on shared characteristics, risk levels, or time horizons.
Manage Tenors
In the DV01 application, tenors are time periods that help organize interest rate risk calculations for institutions.
Users can create new tenors, modify or delete existing ones.
This helps users to organize interest rate risk by time periods based on their specific needs.
Manage Buckets
Buckets are containers that group your interest rate positions based on specific tenors.
Users are allowed to connect existing tenors to buckets.
The user is also allowed to toggle between native and reporting currency pairs and modify them.
Comprehensive Risk Assessment Tools
Contextual menus
Grid views showcase interest rate variability of currency pairs for predefined time ranges called 'Tenors'.
Contextual menus for 'Trade contribution' and 'Open trades'.
Trade contribution refers to the individual P&L impact that each specific trade has on a portfolio's overall performance.
Open trades are active positions that have not yet been closed or settled.
Attributes and Buckets
Tools to create custom attributes and buckets.
Attributes are properties used to classify, categorize, and manage financial instruments, trades and positions.
Bucket lists group investments, risks, or exposures into categories based on shared characteristics, risk levels, or time horizons.
Manage Tenors
In the DV01 application, tenors are time periods that help organize interest rate risk calculations for institutions.
Users can create new tenors, modify or delete existing ones.
This helps users to organize interest rate risk by time periods based on their specific needs.
Manage Buckets
Buckets are containers that group your interest rate positions based on specific tenors.
Users are allowed to connect existing tenors to buckets.
The user is also allowed to toggle between native and reporting currency pairs and modify them.
From Ideation to Delivery in 6 Months
Discovery
Workflow analysis
Personas
Requirements gathering
Feature prioritization
Design
Wireframes
High-fidelity design
Prototypes
Presentations
Delivery
Design system
Documentation
Visual quality assurance
From Ideation to Delivery in 6 Months
Discovery
Workflow analysis
Personas
Requirements gathering
Feature prioritization
Design
Wireframes
High-fidelity design
Prototypes
Presentations
Delivery
Design system
Documentation
Visual quality assurance
From Ideation to Delivery in 6 Months
Discovery
Workflow analysis
Personas
Requirements gathering
Feature prioritization
Design
Wireframes
High-fidelity design
Prototypes
Presentations
Delivery
Design system
Documentation
Visual quality assurance
Gathering Insights on Current Workflows
Activities
Workflow analysis
Personas
Requirements gathering
Discovery and requirements gathering
Workflow analysis
Research revealed that Forex traders waste 30-45 minutes daily calculating DV01 risk manually in Excel because current systems are too slow and don't integrate with their trading platforms. There was a need for real time DV01 calculations (under 1 second) that automatically aggregate hundreds of Forex positions across currency pairs and tenors, with seamless integration to existing trading systems.
"Risk sensitivities should be accessed globally by using the dashboard. It gives our users a comprehensive look at risk and its impact on FX portfolios."
-Vincent Prado (Finastra Product team)
Personas
Forex Traders
They use use DV01 to see, in real time, how interest changes impact their currency positions. They rely on fast dashboards and custom curve views to track exposure across multiple currencies. Their priority is speed and clarity.
Risk Officers
They look at the big picture. They focus on the firm’s overall exposure to rate changes. They use DV01 to aggregate deltas, run shock scenarios, and set alerts on risky thresholds. Their priority is about governance and reporting.
Credit Risk Officers
They care about the macro effects of how rates affect credit portfolios. They use DV01 to see sensitivity by rating or sector and to run stress tests that combine rate moves with credit shocks. Their priority is insights that link deltas to real credit impacts.
Requirements
DV01 table.
Toggles for Currency: Native vs Reference.
Toggles for Type: Curve View vs Trade View.
Trade Contribution List table: Deal Type, Instrument Type, Notional, Maturity, Counterparty.
Interactive curve charts for LIBOR and Federal Funds curves.
Comparative view for curves.
Tiered access for Traders, Risk Officers and Credit Officers.
Compliance with audit and governance requirements.
Key Insights
Context is key
Risk assessments are done always in context to currency pairs, curve types and trade-level impact.
Speed and trust
DV01 must prioritize real-time updates, transparent calculation logic and data visualization.
Role based customizations
Tailored dashboards, permissions, and workflows to ensure role based access and entitlements.
Gathering Insights on Current Workflows
Activities
Workflow analysis
Personas
Requirements gathering
Discovery and requirements gathering
Workflow analysis
Research revealed that Forex traders waste 30-45 minutes daily calculating DV01 risk manually in Excel because current systems are too slow and don't integrate with their trading platforms. There was a need for real time DV01 calculations (under 1 second) that automatically aggregate hundreds of Forex positions across currency pairs and tenors, with seamless integration to existing trading systems.
"Risk sensitivities should be accessed globally by using the dashboard. It gives our users a comprehensive look at risk and its impact on FX portfolios."
-Vincent Prado (Finastra Product team)
Personas
Forex Traders
They use use DV01 to see, in real time, how interest changes impact their currency positions. They rely on fast dashboards and custom curve views to track exposure across multiple currencies. Their priority is speed and clarity.
Risk Officers
They look at the big picture. They focus on the firm’s overall exposure to rate changes. They use DV01 to aggregate deltas, run shock scenarios, and set alerts on risky thresholds. Their priority is about governance and reporting.
Credit Risk Officers
They care about the macro effects of how rates affect credit portfolios. They use DV01 to see sensitivity by rating or sector and to run stress tests that combine rate moves with credit shocks. Their priority is insights that link deltas to real credit impacts.
Requirements
DV01 table.
Toggles for Currency: Native vs Reference.
Toggles for Type: Curve View vs Trade View.
Trade Contribution List table: Deal Type, Instrument Type, Notional, Maturity, Counterparty.
Interactive curve charts for LIBOR and Federal Funds curves.
Comparative view for curves.
Tiered access for Traders, Risk Officers and Credit Officers.
Compliance with audit and governance requirements.
Key Insights
Context is key
Risk assessments are done always in context to currency pairs, curve types and trade-level impact.
Speed and trust
DV01 must prioritize real-time updates, transparent calculation logic and data visualization.
Role based customizations
Tailored dashboards, permissions, and workflows to ensure role based access and entitlements.
Gathering Insights on Current Workflows
Activities
Workflow analysis
Personas
Requirements gathering
Discovery and requirements gathering
Workflow analysis
Research revealed that Forex traders waste 30-45 minutes daily calculating DV01 risk manually in Excel because current systems are too slow and don't integrate with their trading platforms. There was a need for real time DV01 calculations (under 1 second) that automatically aggregate hundreds of Forex positions across currency pairs and tenors, with seamless integration to existing trading systems.
"Risk sensitivities should be accessed globally by using the dashboard. It gives our users a comprehensive look at risk and its impact on FX portfolios."
-Vincent Prado (Finastra Product team)
Personas
Forex Traders
They use use DV01 to see, in real time, how interest changes impact their currency positions. They rely on fast dashboards and custom curve views to track exposure across multiple currencies. Their priority is speed and clarity.
Risk Officers
They look at the big picture. They focus on the firm’s overall exposure to rate changes. They use DV01 to aggregate deltas, run shock scenarios, and set alerts on risky thresholds. Their priority is about governance and reporting.
Credit Risk Officers
They care about the macro effects of how rates affect credit portfolios. They use DV01 to see sensitivity by rating or sector and to run stress tests that combine rate moves with credit shocks. Their priority is insights that link deltas to real credit impacts.
Requirements
DV01 table.
Toggles for Currency: Native vs Reference.
Toggles for Type: Curve View vs Trade View.
Trade Contribution List table: Deal Type, Instrument Type, Notional, Maturity, Counterparty.
Interactive curve charts for LIBOR and Federal Funds curves.
Comparative view for curves.
Tiered access for Traders, Risk Officers and Credit Officers.
Compliance with audit and governance requirements.
Key Insights
Context is key
Risk assessments are done always in context to currency pairs, curve types and trade-level impact.
Speed and trust
DV01 must prioritize real-time updates, transparent calculation logic and data visualization.
Role based customizations
Tailored dashboards, permissions, and workflows to ensure role based access and entitlements.
Ideation to MVP Release in 6 Months
Activities
User flows
Wireframes
Mockups
Prototypes
Presentations
User flow diagram showcasing overall UX for the DV01 dashboard
User flows
Cross-functional collaboration with Product, Business and Engineering to align on key user flows by use cases and personas.
User opens DV01 dashboard through the Kondor navigation launcher.
User views the DV01 table grid with the ability to set currency pairs and tenors.
User can choose to drill down to a specific item through trade contribution list.
User can view LIBOR or Federal Fund curves.
Wireframes
Rapid , iterative wireframes were created in Figma to showcase the layouts and demonstrate key features and flows.
Early layout concept for DV01 dashboard
Approved final design
High-fidelity design
Approved designs were crafted into high-fidelity screens using customized Finastra design system. The design system was aligned with Finastra brand guidelines and would be consistent across the Kondor 3.5 platform.
Prototypes
End-to-end experiences presented to Product, Engineering and Business stakeholders for alignment and approvals before development work began.
End-to-end experience prototype
Presentations shared with stakeholders
Presentations
Platform-level consistency and reusability were core priorities for Kondor 3.5 platform. To support this, monthly meetings were held with business stakeholders to align on parallel product initiatives and ensure everyone was working toward a shared product vision.
Ideation to MVP Release in 6 Months
Activities
User flows
Wireframes
Mockups
Prototypes
Presentations
User flow diagram showcasing overall UX for the DV01 dashboard
User flows
Cross-functional collaboration with Product, Business and Engineering to align on key user flows by use cases and personas.
User opens DV01 dashboard through the Kondor navigation launcher.
User views the DV01 table grid with the ability to set currency pairs and tenors.
User can choose to drill down to a specific item through trade contribution list.
User can view LIBOR or Federal Fund curves.
Wireframes
Rapid , iterative wireframes were created in Figma to showcase the layouts and demonstrate key features and flows.
Early layout concept for DV01 dashboard
Approved final design
High-fidelity design
Approved designs were crafted into high-fidelity screens using customized Finastra design system. The design system was aligned with Finastra brand guidelines and would be consistent across the Kondor 3.5 platform.
Prototypes
End-to-end experiences presented to Product, Engineering and Business stakeholders for alignment and approvals before development work began.
End-to-end experience prototype
Presentations shared with stakeholders
Presentations
Platform-level consistency and reusability were core priorities for Kondor 3.5 platform. To support this, monthly meetings were held with business stakeholders to align on parallel product initiatives and ensure everyone was working toward a shared product vision.
Ideation to MVP Release in 6 Months
Activities
User flows
Wireframes
Mockups
Prototypes
Presentations
User flow diagram showcasing overall UX for the DV01 dashboard
User flows
Cross-functional collaboration with Product, Business and Engineering to align on key user flows by use cases and personas.
User opens DV01 dashboard through the Kondor navigation launcher.
User views the DV01 table grid with the ability to set currency pairs and tenors.
User can choose to drill down to a specific item through trade contribution list.
User can view LIBOR or Federal Fund curves.
Wireframes
Rapid , iterative wireframes were created in Figma to showcase the layouts and demonstrate key features and flows.
Early layout concept for DV01 dashboard
Approved final design
High-fidelity design
Approved designs were crafted into high-fidelity screens using customized Finastra design system. The design system was aligned with Finastra brand guidelines and would be consistent across the Kondor 3.5 platform.
Prototypes
End-to-end experiences presented to Product, Engineering and Business stakeholders for alignment and approvals before development work began.
End-to-end experience prototype
Presentations shared with stakeholders
Presentations
Platform-level consistency and reusability were core priorities for Kondor 3.5 platform. To support this, monthly meetings were held with business stakeholders to align on parallel product initiatives and ensure everyone was working toward a shared product vision.
Design System Assets, Annotations and QA
Activities
Design system assets
Visual quality assurance
UI modernization
Reusable table components
Components
I collaborated with another designer to build and review design system assets for Kondor 3.5. Since multiple initiatives were happening in tandem, we had to ensure consistency across the platform.
Quality assurance
Quality assurance sessions were collaborative sessions with Engineering teams. This was to ensure that the application developed was aligned with UI guidelines.
Comparison of UIs across the platform
Disparate UI frameworks used in the past
UI modernization
There was an organizational effort to transition away from disjointed legacy UI frameworks. Platform consistency, recognizable UI patterns and integration with other tools were key.
Reference
Design System Assets, Annotations and QA
Activities
Design system assets
Visual quality assurance
UI modernization
Reusable table components
Components
I collaborated with another designer to build and review design system assets for Kondor 3.5. Since multiple initiatives were happening in tandem, we had to ensure consistency across the platform.
Quality assurance
Quality assurance sessions were collaborative sessions with Engineering teams. This was to ensure that the application developed was aligned with UI guidelines.
Comparison of UIs across the platform
Disparate UI frameworks used in the past
UI modernization
There was an organizational effort to transition away from disjointed legacy UI frameworks. Platform consistency, recognizable UI patterns and integration with other tools were key.
Reference
Design System Assets, Annotations and QA
Activities
Design system assets
Visual quality assurance
UI modernization
Reusable table components
Components
I collaborated with another designer to build and review design system assets for Kondor 3.5. Since multiple initiatives were happening in tandem, we had to ensure consistency across the platform.
Quality assurance
Quality assurance sessions were collaborative sessions with Engineering teams. This was to ensure that the application developed was aligned with UI guidelines.
Comparison of UIs across the platform
Disparate UI frameworks used in the past
UI modernization
There was an organizational effort to transition away from disjointed legacy UI frameworks. Platform consistency, recognizable UI patterns and integration with other tools were key.
