Data Compass, From Questions to Banking Insights
I designed how an incomplete business question could move through an AI-assisted analytics workflow without losing context when a human analyst needed to step in.
A banking question does not always begin cleanly, and an AI answer is not always enough. The experience had to clarify intent, reuse existing reporting assets and preserve context through analyst handoff.
Conversation flow, information architecture, dashboard progression, reusable reporting concepts and the analyst handoff model.
The value of the concept is the continuity between steps: clarify the question, reuse what already exists, escalate unfinished work without starting over, then return to review and publishing.
Full case study
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