MIS Financial Portal for Transparent Payment Reconciliation
Timeline
6 Month
Team
2 Product Designer
4 Product Mangers
5 Developers
1 Project Manager
Responsibilities
UX research, Workflow diagrams
Ideation, Wireframes, UI design, Prototyping and UAT
Tools
Figma
Context
As Lead Designer at Solv, I led the end-to-end design of MIS, a unified financial platform to streamline fragmented workflows like payments, refunds, and settlements. Collaborating with a cross-functional team over three agile phases, we replaced siloed tools with an integrated system. MIS enabled real-time payment tracking and transparency across internal tools and seller-facing platforms, significantly reducing errors and delays.
Impact: After launch, the MIS portal delivered measurable business benefits:
28% reduction in customer support tickets about order payments, refunds, and settlements.
Third-party vendor settlement processing time (for payouts from carriers and payment gateways) dropped from 7 days to 2 days on average.
PROBLEM
Disjointed Financial Workflows Delayed Settlements and Caused Support Overload
We identified three core problems with the existing workflows:
Finance team manually reconciled settlements using email threads and external payment gateways, leading to errors and delays.
CRM teams fielded large volumes of payment-status inquiries from sellers, with no single source of truth.
Sellers lacked clarity on payment timelines and breakdowns, often resulting in disputes and escalations.
PROCESS OVERVIEW
How We Unified Payment Visibility Across Systems
Discovery & Research: We began by interviewing stakeholders across teams—finance operations staff, and CRM agents—to understand their current manual processes. We created system mind maps and users flows to visualize the day-to-day actions and pain points in each workflow.
Wireframing & Validation: Based on our research, we sketched out low-fidelity wireframes in Figma. We reviewed these sketches with finance and CRM teams, iterating on the flows to ensure they aligned with real user tasks and needs.
High-Fidelity Design & Prototype: Next, we built high-fidelity screens using Solv’s design system to ensure consistency and scalability. I crafted interactive prototypes and conducted usability tests with end users (finance staff and sellers) to gather feedback and refine the interface.
Developer Handoff & UAT: Finally, I provided detailed, annotated specs to developers through Figma for a smooth handoff. I also led user acceptance testing across all integrated platforms (MIS, OMS, and the Seller Portal/App) to verify that the end-to-end payment workflows worked correctly and transparently.
RESEARCH
Key Insights from Users
Our user research yielded critical insights that guided the design:
DESIGN EVOLUTION
From Concept to Execution
The design evolved through iterative stages:
We mapped out initial flows and field-level data using mind maps to ensure nothing was overlooked.
Our low-fidelity wireframes introduced drill-down flows: users could start at a high-level overview and navigate down to individual transactions and settlement IDs.
The final designs incorporated intuitive data visualizations to highlight status breakdowns, as well as side-drawer panels, expandable table rows, and bulk filters to streamline data exploration and reconciliation.
SOLV Order Processing Flow (Swimlane Diagram)
This swimlane diagram illustrates the end-to-end order flow across SOLV’s core systems, showcasing how different teams and platforms (Commerce, Seller, OMS, Finance) are functionally integrated to ensure a seamless buyer-to-seller transaction and settlement experience.
Transaction Process flow
This flow illustrates the lifecycle of order transactions, including success, retries, chargebacks, and refunds—for both advance and balance payments. It helps ensure traceability, reliability, and proper resolution handling across all payment states.
Wireframes
Multiple wireframe variations were explored and tested with users and stakeholders to validate flow, clarity, and usability. The final version was chosen based on feedback and evolved into a high-fidelity design using our internal design system and real data inputs.
SOLUTION
MIS Financial Portal for Transparent Payment Reconciliation
Dashboard
The Financial Portal acts as the central hub for Finance teams to monitor all incoming funds from logistics and payment vendors. The dashboard offers a quick breakdown of collection status—within TAT, overdue, or short—and lets users visually analyze vendor performance using donut and bar charts. This enables data-driven prioritization and escalations to recover delayed funds faster.
MIS- Transaction View
A master ledger of every transaction—fully interactive and user-friendly. Finance users can horizontally scroll, rearrange columns, filter by date/status/type, and export to Excel. Clicking on any Transaction ID opens a timeline view showing lifecycle events (initiated, success, failed, refund, chargeback). This builds a transparent audit trail and accelerates issue resolution during disputes or reconciliations.
MIS- UTR Approval
The UTR page enables Finance to validate and process incoming bank settlement references (UTRs) from vendors. Before approving payouts, users can view a transaction-level breakdown in a modal. Reject actions require a reason, ensuring accountability. Linked to OMS and Seller Portal, it keeps records synchronized and eliminates mismatch in payment reconciliation.
Payout
The Payouts page centralizes all settlements sent to sellers. Each row gives high-level info like net settled amount, UTR, and status. Expanding a row reveals granular breakdowns of commissions, taxes, deductions, or reversals—matching exactly what sellers see on their end. Filters and download options support reconciliation, audit, and transparency across teams.
MIS: File Upload
Upload/download bulk documents like validation reports and settlement files for vendor or bank communication.
Order Management System - Payment Details
We embedded payment lifecycle data directly into the OMS order detail view—removing the need for team members to switch systems. It shows payment method, SOLV settlement status, bank references, and UTR data. This equips CRM and Ops teams to handle payment-related queries confidently, using real-time and accurate data.
Seller Portal and App: Settlement Status
Once an order is delivered, sellers see expected settlement timeline or refunds, improving transparency by adding clear settlement status along with dates and reducing disputes.
Seller Portal and App: Payment Summary
This page will show total settlements, UTR details, and net earnings. Each entry can be expanded to view deductions and taxes.
TESTING & OUTCOMES
Validating Clarity and Control
After implementation, we validated the impact of MIS through stakeholder feedback and usage metrics:
Internal finance and operations teams reported completing their daily reconciliation tasks 30% faster than before, thanks to the consolidated dashboard and automated checks.
The MIS portal allowed operations and CRM teams to resolve payment disputes within minutes (instead of hours or days) by providing a single, up-to-date transaction timeline.
Sellers experienced far fewer payment-related escalations because they could now see their settlement status and details directly in the mobile app and portal, which built trust and reduced confusion.
Reflections and Future Opportunities
By leading this end-to-end design effort, I helped transform a fragmented financial process into a transparent, efficient system. The MIS Financial Portal successfully unified visibility across all payment systems, reduced manual workload for internal teams, and improved the seller experience—all while being delivered on schedule through agile collaboration.
Your thoughts and feedback are welcome to make this system even better for future iterations.
MIS Financial Portal for Transparent Payment Reconciliation
Timeline
6 Month
Team
2 Product Designer
4 Product Mangers
5 Developers
1 Project Manager
Responsibilities
UX research, Workflow diagrams
Ideation, Wireframes, UI design, Prototyping and UAT
Tools
Figma
Context
As Lead Designer at Solv, I led the end-to-end design of MIS, a unified financial platform to streamline fragmented workflows like payments, refunds, and settlements. Collaborating with a cross-functional team over three agile phases, we replaced siloed tools with an integrated system. MIS enabled real-time payment tracking and transparency across internal tools and seller-facing platforms, significantly reducing errors and delays.
Impact: After launch, the MIS portal delivered measurable business benefits:
28% reduction in customer support tickets about order payments, refunds, and settlements.
Third-party vendor settlement processing time (for payouts from carriers and payment gateways) dropped from 7 days to 2 days on average.
PROBLEM
Disjointed Financial Workflows Delayed Settlements and Caused Support Overload
We identified three core problems with the existing workflows:
Finance team manually reconciled settlements using email threads and external payment gateways, leading to errors and delays.
CRM teams fielded large volumes of payment-status inquiries from sellers, with no single source of truth.
Sellers lacked clarity on payment timelines and breakdowns, often resulting in disputes and escalations.
PROCESS OVERVIEW
How We Unified Payment Visibility Across Systems
Discovery & Research: We began by interviewing stakeholders across teams—finance operations staff, and CRM agents—to understand their current manual processes. We created system mind maps and users flows to visualize the day-to-day actions and pain points in each workflow.
Wireframing & Validation: Based on our research, we sketched out low-fidelity wireframes in Figma. We reviewed these sketches with finance and CRM teams, iterating on the flows to ensure they aligned with real user tasks and needs.
High-Fidelity Design & Prototype: Next, we built high-fidelity screens using Solv’s design system to ensure consistency and scalability. I crafted interactive prototypes and conducted usability tests with end users (finance staff and sellers) to gather feedback and refine the interface.
Developer Handoff & UAT: Finally, I provided detailed, annotated specs to developers through Figma for a smooth handoff. I also led user acceptance testing across all integrated platforms (MIS, OMS, and the Seller Portal/App) to verify that the end-to-end payment workflows worked correctly and transparently.
RESEARCH
Key Insights from Users
Our user research yielded critical insights that guided the design:
DESIGN EVOLUTION
From Concept to Execution
The design evolved through iterative stages:
We mapped out initial flows and field-level data using mind maps to ensure nothing was overlooked.
Our low-fidelity wireframes introduced drill-down flows: users could start at a high-level overview and navigate down to individual transactions and settlement IDs.
The final designs incorporated intuitive data visualizations to highlight status breakdowns, as well as side-drawer panels, expandable table rows, and bulk filters to streamline data exploration and reconciliation.
SOLV Order Processing Flow (Swimlane Diagram)
This swimlane diagram illustrates the end-to-end order flow across SOLV’s core systems, showcasing how different teams and platforms (Commerce, Seller, OMS, Finance) are functionally integrated to ensure a seamless buyer-to-seller transaction and settlement experience.
Transaction Process flow
This flow illustrates the lifecycle of order transactions, including success, retries, chargebacks, and refunds—for both advance and balance payments. It helps ensure traceability, reliability, and proper resolution handling across all payment states.
Wireframes
Multiple wireframe variations were explored and tested with users and stakeholders to validate flow, clarity, and usability. The final version was chosen based on feedback and evolved into a high-fidelity design using our internal design system and real data inputs.
SOLUTION
MIS Financial Portal for Transparent Payment Reconciliation
Dashboard
The Financial Portal acts as the central hub for Finance teams to monitor all incoming funds from logistics and payment vendors. The dashboard offers a quick breakdown of collection status—within TAT, overdue, or short—and lets users visually analyze vendor performance using donut and bar charts. This enables data-driven prioritization and escalations to recover delayed funds faster.
MIS- Transaction View
A master ledger of every transaction—fully interactive and user-friendly. Finance users can horizontally scroll, rearrange columns, filter by date/status/type, and export to Excel. Clicking on any Transaction ID opens a timeline view showing lifecycle events (initiated, success, failed, refund, chargeback). This builds a transparent audit trail and accelerates issue resolution during disputes or reconciliations.
MIS- UTR Approval
The UTR page enables Finance to validate and process incoming bank settlement references (UTRs) from vendors. Before approving payouts, users can view a transaction-level breakdown in a modal. Reject actions require a reason, ensuring accountability. Linked to OMS and Seller Portal, it keeps records synchronized and eliminates mismatch in payment reconciliation.
Payout
The Payouts page centralizes all settlements sent to sellers. Each row gives high-level info like net settled amount, UTR, and status. Expanding a row reveals granular breakdowns of commissions, taxes, deductions, or reversals—matching exactly what sellers see on their end. Filters and download options support reconciliation, audit, and transparency across teams.
MIS: File Upload
Upload/download bulk documents like validation reports and settlement files for vendor or bank communication.
Order Management System - Payment Details
We embedded payment lifecycle data directly into the OMS order detail view—removing the need for team members to switch systems. It shows payment method, SOLV settlement status, bank references, and UTR data. This equips CRM and Ops teams to handle payment-related queries confidently, using real-time and accurate data.
Seller Portal and App: Settlement Status
Once an order is delivered, sellers see expected settlement timeline or refunds, improving transparency by adding clear settlement status along with dates and reducing disputes.
Seller Portal and App: Payment Summary
This page will show total settlements, UTR details, and net earnings. Each entry can be expanded to view deductions and taxes.
TESTING & OUTCOMES
Validating Clarity and Control
After implementation, we validated the impact of MIS through stakeholder feedback and usage metrics:
Internal finance and operations teams reported completing their daily reconciliation tasks 30% faster than before, thanks to the consolidated dashboard and automated checks.
The MIS portal allowed operations and CRM teams to resolve payment disputes within minutes (instead of hours or days) by providing a single, up-to-date transaction timeline.
Sellers experienced far fewer payment-related escalations because they could now see their settlement status and details directly in the mobile app and portal, which built trust and reduced confusion.
Reflections and Future Opportunities
By leading this end-to-end design effort, I helped transform a fragmented financial process into a transparent, efficient system. The MIS Financial Portal successfully unified visibility across all payment systems, reduced manual workload for internal teams, and improved the seller experience—all while being delivered on schedule through agile collaboration.
Your thoughts and feedback are welcome to make this system even better for future iterations.