Classify Doc queue on a desktop monitor — a confidence bar of 52 pages (48 green, 4 amber, 0 red) above Bank Statement and Closing Disclosure page groups, with a menu open on one amber page.
the Compile Loan operator surface

The Problem

Black Knight, Inc. was bringing the power of AI to the mortgage industry. AIVA is an AI that understands business grammar, learns skills, and acts as an alternative workforce for mortgage lenders — capable of learning new skills in days as it trains. One of its skills is Compile Loan: it organizes borrower, vendor, lender, and closing documents into a complete, indexed file, reading, classifying, and entering key data directly into the loan origination system. AIVA takes the first pass.

But in a regulated workflow, nothing the AI does can stand on its own. AIVA processes thousands of documents an hour, and every transaction lands in an operator’s queue to be verified and approved before the loan can move forward. The operator is the bottleneck by design — and per-loan review time was the cost that put the economics of the whole approach in question.

The screen operators had gave them none of AIVA’s work to build on. No queue depth, no visible confidence, no distinction between what had been checked and what hadn’t. Operators were re-deriving conclusions the AI had already reached.

The AI had already done the work. The interface made operators do it again.

The Approach

My hypothesis was that review time was an interface problem, not a model problem. If the screen surfaced AIVA’s confidence, highlighted exactly what it had already done, and made correction a single gesture, operators would stop re-deriving and start verifying — and per-loan review time would drop without touching the model.

I designed two operator surfaces against that hypothesis — Classify Documents and Data Extract — on one shared principle: the operator’s job is to correct AIVA’s labels, never to start from scratch. With a supervisor’s second-round review behind them, they make up the human-in-the-loop trust layer: confidence thresholds, verification, misclassification correction, and an audit trail that feeds every operator correction back into the model — the same record compliance relies on. I did this work as the sole designer, and carried it through the Black Knight acquisition.

Methods — journey mapping · workshops · user interviews · usability testing · UI/UX design · prototyping

Key Decisions

Confidence on the surface, not in a report

AIVA’s accuracy and classification are rendered on every document set, scannable at a glance. An operator decides where to spend attention before opening anything — the low-confidence work announces itself instead of hiding in a queue that looks uniform.

Correction as a single gesture

Feedback controls sit inline with the thing being corrected. Fixing a misclassification is one action, not a detour — which is what makes correcting cheaper than re-deriving, and what keeps the training loop fed with real operator judgement.

Queue state visible without opening anything

Operators can see how many files are waiting, and tagged documents are visually distinct from untagged ones. Progress is a property of the screen rather than something the operator has to hold in their head across a shift.

Designed for the physical act of scanning

Sizable thumbnails, rapid scrolling, zoom in and out, and partial zoom on a single region of a page. At thousands of documents an hour, the ergonomics of reading are the product — a half-second of squinting per page is the difference between the target and missing it.

One audit trail serving compliance and training

Every transaction records whether AIVA was right and whether an operator intervened. That single record satisfies the regulated workflow and improves the model — rather than building a compliance log and a feedback pipeline as two separate systems.

Classify Documents

Classification is the first pass over a loan packet — AIVA sorts pages into document types, and an operator confirms or corrects the sort. It is the highest-volume screen in the workflow, so it set the ceiling on the whole review time.

Old design
Original Compile Loan screen — a sidebar of queues with counts, a “Select Doctype” dropdown with page tools, and a column of large pages, one an amortization schedule marked Unclassified.
the interface operators started with

What the redesign had to fix

  • Operators can see at a glance how many files are in the queue.
  • Highlight AIVA’s accuracy and classification on each set of documents for quick scans.
  • Quick controls for operator feedback.
  • Operators can go back through their work to verify or correct their classifications.
  • Tagged documents are visually distinct from untagged ones — labeled or moved to a "done" state.
  • Rapid scrolling through pages with sizable thumbnails, plus zoom in and out for a readable view.
  • Partial zoom so operators can expand the important region of a page.
New designs
Classify Doc queue — the confidence bar reads 52 pages: 43 green, 4 amber, 5 red, with the amber count’s list open showing Pg 8 and Pg 50–52, above a Bank Statement group of five numbered page thumbnails.
Classify Doc — an Unclassified group (pages 18–19) of two earnings statements with red badges, a searchable document-type list open beside them, and a Residential Purchase Agreement group below.
Classify Doc full-page view — page 42, a fixed-rate Note, open in an overlay over the dimmed thumbnail grid, with previous and next arrows, a close button, numbered pagination and a “Go to page” field.
Classify Doc — the Unclassified group (pages 42–44) checked and outlined, with dashed Merge targets at the end of the document above and the start of the Bank Statement group below.
Classify Doc — pages 42–44 being dragged as a single stack onto the dashed Merge target of the document above, leaving the Unclassified row empty.
Classify Doc — a menu open on amber-badged page 8, a blank page in the Bank Statement group, offering “Blank / Black Page (Ctrl-B)” and “Unreadable Page (Ctrl-U)”; a Closing Disclosure group sits below.
Classify Doc with the confidence bar at 52 green, 0 amber, 0 red over Bank Statement pages 2–4, and the cursor on the check icon at the top of the right-hand toolbar, above an X icon and page tools.
1 / 7 Classify Documents — redesigned
demo — Classify Documents in action

Data Extract

Once pages are classified, AIVA pulls the values that matter — borrower income, insurance terms, closing figures — and writes them into the origination system. Here an operator isn’t judging a category but a number, and a wrong number carries further than a wrong label.

Old design
Original data-extraction screen — a Bank Statement field list with red and green bars, a line from Account Balance to an amount on an online-banking screenshot, and a dropdown of candidate values.
data extraction, before the redesign

What the redesign had to fix

  • Operators can see how many files are in the queue and approve without hunting for data points.
  • Highlight AIVA’s accuracy and extracted data points on each page for quick scans.
  • Quick controls for feedback that help train AIVA by correcting errors.
  • Rapid scrolling through pages, with alternate data options surfaced when applicable.
New designs
Data Extract Bank Statement view — page 1 of a WeBank Preferred Checking statement with every text region tinted purple, a vertical tool rail on the right, and page navigation along the bottom.
Data Extract — an Account Info panel beside the statement, its eight fields color-coded: Financial Institution amber, five filled fields green, both statement dates empty and red; matching values are highlighted on the page.
Data Extract — the amber Financial Institution field selected, linked by lines to “WeBank, N.A.” and “WeBank” on the statement, with a pick list offering “WeBank, N.A.”, “WeBank” and “webank.com”.
Data Extract — “November 10, 2018” selected on the statement and linked to Statement Begin Date, now 11/10/2018, through a popover with the date, a field dropdown, and confirm and cancel buttons.
1 / 4 Data Extract — redesigned
demo — Data Extract in action

Supervisor Review & Audit Trail

After operators correct AIVA and give feedback, a supervisor performs a second-round verification. The audit trail of every transaction shows how often AIVA was correct and how often an operator had to give manual feedback — serving both the regulated workflow and the training loop that makes AIVA better over time.

Look up Transaction filter panel — Document Type set to Bank Statement, page range, checkboxes for blank, escalated and removed pages, received and completed dates, and a “Has the words” field.
Look up Transaction results for “LN1234567” — an In Progress table of two files with received times, ETAs and page counts, and a Completed table of five files, beside a sidebar of queue counts.
Look up Transaction results for “LN1234567” with the first Completed row — the 158-page file — highlighted and showing a plus control at its left edge.
File detail for the 158-page file — its ID and received and completed dates above a table of 15 documents by type, from two 1003s to an Appraisal Report, each with a page count and document ID.
File thumbnail view — two six-page 1003 documents, each headed by its type, page count and document ID above numbered page thumbnails (1–6 and 7–12), with a “Go to Page” field at top right.
File view narrowed to a single Bank Statement — its type, page count and ID above six numbered page thumbnails, with a “Show All Classification” link below.
Bank Statement page 40 selected beside a side panel — a page preview, its classified-on time, three classifications (one from AIVA) all reading Bank Statement, a Review Asset time, and a “View Data” link.
Bank Statement page 40 enlarged beside its classification details and an Entity table of AIVA’s value against the Operator’s for seven fields, four marked with green dots and three with amber.
1 / 8 Supervisor review & audit trail

Outcome

2operator surfaces redesigned — Classify Documents and Data Extract
1audit trail for compliance and training — operator corrections feed back into the model
2019the year this trust layer shipped

The redesign reframed AI from a tool the operator used to a partner the operator verified. The result is a UI vocabulary I’ve reused in every AI product since — Clinical Study Master’s source attribution, KAM Field Advisor’s structured responses, the Trinity Design System’s AI module. Different surfaces, same trust layer.

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Available for new work · 2026