CASE STUDY · EY

Data Fusion & KMS

Designing the interface of EY's AI-powered data platform for financial institutions, and the new apps being built on top of it.

My role
Lead UX/UI Designer
Company
EY
Screens designed
100+
Tools
Figma, Miro, Motif (EY design system)
Methodology
Scrum, Azure DevOps
  • 150+clients in production
  • 9,000+data sources
  • 6,000+business rules
  • Up to 50%faster pipeline development

Public figures from EY's official presentation of the platform.

01 · THE PLATFORM

See it in action

This is EY's official presentation of Data Fusion. It walks through the main modules of the platform: data preparation, governance, data quality, discovery and operations.

The interface you see in this video is my work. As Lead UX/UI Designer, I'm responsible for how the platform looks and works.

Official video by EY Global · Watch on YouTube ↗

02 · CONTEXT

What is Data Fusion?

In plain words

Banks and financial institutions receive data from thousands of places: internal systems, files, partners. Before that data can be trusted for reports, decisions or AI, someone has to bring it in, clean it, check it against business rules and organize it. Data Fusion is the platform where all of that happens.

It is a cloud-native, AI-powered, multi-tenant platform built on Databricks. One platform serves many clients, each in its own isolated space, and a low-code / no-code interface lets business and technical teams work with data without writing code.

What the platform does

  • 01

    Data Preparation

    Upload files, profile them to find patterns and anomalies, onboard new data sources and map raw data into curated datasets.

  • 02

    Data Governance

    Define and enforce each client's rules, and follow the results in Data Quality Insights.

  • 03

    Data Discovery

    Explore raw and curated data with SQL queries in the Data Explorer.

  • 04

    Data Operations

    Track the status and execution history of every data job.

  • 05

    Configurations

    Query the platform's metadata through the Metadata Explorer.

  • 06

    App Gallery

    AI and machine learning apps that extend the platform, from anomaly detection to document intelligence.

AI built into the workflow

  • AI

    Data Mapping Agent

    Creates or refines a data mapping from a prompt written in natural language.

  • AI

    Rule Agent

    Writes the SQL of a data quality rule automatically, and the user can still edit it.

  • AI

    Sensitive data detection

    Finds personal and sensitive information inside the data.

  • AI

    AI-driven data quality

    Spots anomalies and outliers before they turn into problems.

Screens from the video

Home
Home. Entry point of the platform, with the client switcher in the header and all modules in the side navigation.
Data Mapping
Data Mapping. Low-code canvas to transform and curate datasets with drag and drop tools, or with the AI mapping agent.
Data Quality Insights
Data Quality Insights. KPIs for completeness, timeliness, validity, accuracy, consistency and uniqueness of the data.
Monitoring Jobs
Monitoring Jobs. Status and execution history of every data job, in one table.

03 · MY ROLE

Lead designer of the platform

I make the design decisions for Data Fusion and I execute them: from understanding a requirement with engineering, to the flow, to the final high-fidelity screens that go into development. I also design the variations of the platform, like KMS and the micro frontend apps that are joining it.

  • 01

    Design decisions

    I define how each feature works and looks, and I defend those decisions with stakeholders and tech leads.

  • 02

    End-to-end execution

    Flows, wireframes, prototypes and high-fidelity screens, built with Motif, EY's design system.

  • 03

    Translating complexity

    I turn data engineering requirements into interfaces that business users can understand and use.

  • 04

    Quality after handoff

    I review what was built against the design and flag gaps before they reach production.

Who I work with every day

MeLead UX/UI Designer
  • Managing DirectorProduct ownership and vision
  • 3 Tech Leads1 focused on AI, 2 on product
  • Data EngineersPipelines, rules and data logic
  • Product ManagerRoadmap and priorities
  • Product OwnerRequirements and backlog
  • Scrum MasterSprints and ceremonies
  • DevelopersFrontend, backend and AI

One platform, several products

  • Data Fusion

    The core platform: ingestion, governance, data quality, discovery and operations.

  • KMS Fusion

    A new app built on top of Data Fusion that turns unstructured documents into a searchable knowledge library.

  • Micro frontend apps

    A navigation model that lets independent apps live inside Data Fusion as one single experience.

04 · THE CHALLENGE

Learning the language of data

My biggest challenge was not the interface, it was the domain. Data engineering is full of concepts that are invisible to most people, and I could not design good screens for something I did not understand.

How I closed the gap

  1. 01

    Asked a lot of questions

    Daily contact with data engineers and tech leads. I kept asking until I could explain each concept in my own words.

  2. 02

    Desk research

    I studied ETL, data quality, governance, ontologies and the difference between structured and unstructured data.

  3. 03

    Wrote it down

    Guide documents and flowcharts explaining the key concepts, validated with stakeholders. They became a reference for the team too.

  4. 04

    Designed for the non-expert

    Having been the beginner, I knew where the language was too technical, and pushed for clearer labels and guided flows.

A few of the words I had to learn

ETL
Extract, Transform, Load. Taking data from a source, reshaping it and storing it where it is useful.
Data profiling
Scanning a dataset to understand it: its structure, value distribution, empty fields and outliers.
Data mapping
Defining how the fields of a raw source become fields of a curated, standard model.
Data quality rule
A check the data must pass, like "every account has an owner". Usually written in SQL.
PII / PCI
Personal and payment card information. Sensitive data that must be found and protected.
Tenant
One client's isolated space inside a platform shared by many clients.
Ontology
A map of concepts and how they relate to each other, like "Lasagna contains Cheese".
Unstructured data
Information that does not live in tables, like PDFs, forms and reports.

The rest of this case study is locked

Enter the password to see the rest.