Model the payment lifecycle
We mapped the states, decisions and responsibilities behind a payment request before defining the interface.
Case study 01 / 04 · Fintech Product
A fintech platform for business payment operations.
A fintech provider serving businesses needed a web platform for creating, reviewing, dispatching and tracking payment activity.
● ● ●Payments / operations● Live
WORKSPACE / OVERVIEW
Last 30 days Payment operations
Payment activity$9M+Client platform volume
Workflow statusActiveReview → dispatch
WORKFLOWSTAGESTATE
New requestSubmittedReceived
ApprovalReviewIn progress
DispatchTrackingVisible
The brief
Make the work work better.
The challenge
The client needed a production platform that could turn complex payment operations into a dependable workflow for business customers and the operating team. Requests, approvals, permissions and reporting all needed to work together.
What we built
We shaped the product workflow, designed the interface and built role-based payment requests, approval controls, dispatch tracking, notifications and operational reporting.
Product scope
Connected from end to end.
01
Secure payment request workflows
02
Role-based permissions and approvals
03
Dispatch status and exception tracking
04
Operational reporting and notifications
How we shaped it
Decisions behind the interface.
Make controls understandable
Permissions and approval requirements appear in context so operators know what is required and who can act.
Keep dispatch visible
Requests remain traceable through review, dispatch, completion and exception handling.
Build for real operations
Reporting, notifications and administrative tools were treated as core product surfaces rather than launch-day extras.
Outcome
The platform has supported more than $9 million in client payment volume and gives the team a clearer operating view from the first request through completed dispatch.
$9M+in client payment activity handled through the platform
The $9M+ figure represents payment activity handled for the client through the platform. It is not SolServe revenue.
Let's make it work
Something worth building starts here.
Tell us what you are building, replacing or automating.