Isa Gonzalez | Portfolio

GONZALEZISA

Selected Work

UX Case Studies

2026Vantage (cyber fusion + financial-crime operations)

Vantage Cyber Fusion

Designed the live operations cockpit for a global bank's cyber fusion center: a four-dashboard system that gives security operations, incident response, and financial-crime teams a shared, AI-orchestrated view of the bank's exposure. The goal was to compress mean time to detect and respond from hours to minutes by giving every team in the room a single, status-aware surface backed by an AI orchestrator named Atlas that drafts, stages, and rolls back response actions in plain language.

Enterprise UXSecurity operationsAI orchestration

console.clearbookops.com

Clearbook

Report dataMPMorgan Park

Money movement tasksTask: W004210-15MAR...

Summary

Check adjustment review · Naomi Carter

ReviewSubmittedApprovedAdjustedIn progress

CustomerTransactions (10)Open or…

Customer details

NameNaomi Carter

RegistrationIndividual

SSN***-**-4112

Address420 Mission St,
San Francisco, CA 94105

DOBMar-15-1979 (47)

Account #884502711

Balance

Cash balance$312,400.00

Settled funds$280,000.00

Pending settlement$32,400.00

Authorized signers

Naomi Carter

naomi.carter@example.com

(305) 555-0181

Hector Carter

hector.carter@example.com

(305) 555-0182

Carter Family Office

admin@carterfamilyoffice.example

(305) 555-0188

Review

Check information

Confirm the underlying check facts and shape the adjustment before sending for approval.

Check #

Account #

Amount

Date received

Endorsement

Memo

Q1 trust disbursement

Adjustment request

Request type

Correct the posted amount

Posting account

884502711

Date of deposit

Mar-15-2026

Date the check originally posted

Transaction amount

$48,275.00

As recorded against account # 884502711

Corrected amount

$48,310.00

Per OCR + manual review of check #6043

Adjustment

+$35.00

Credit to customer (under-posted; signature card amount higher than OCR)

Reason code

CA-04 · OCR variance

TaskActivityNotesDocuments

Task

Task IDW004210-15MAR2026

Task categoryCheck processing

Task typeCheck Adjustments

Task descriptionReconcile the OCR-captured check facts against the scanned image.

Originator—

Created onMar-15-2026

Last updated—

Due dateMar-15-2026 · 11:00 AM ET

Assigned toDevon Walsh

Aged4 days

Work item details

NodeCUSTODY

QueueCheck adjustments

Action—

Item typeCheck adjustment - (CA)

Market segmentWEALTH - Wealth

Service teamWestern Region - W

Business groupOPS

Special handlingP1

Transaction ID000421058

Automatically load the next task

RejectNIGOSend for approval

2026Clearbook (custody & brokerage operations)

Clearbook Console

Designed the central "single-task workspace" for a custody and brokerage operations platform. The work collapsed the eight tools an operations associate previously touched on every check or wire adjustment into one focused review screen, bringing the customer record, the underlying transaction, the work item, and the adjustment form into a single hand-off-ready surface.

Enterprise UXWorkflow designData-dense interfaces

See all case studies →

Earlier

College work, kept as an archive.

Foundational projects from design school. Assignments, explorations, and experiments. Not features, just a record of where I started.

Browse the archive