Percent Transfers – OneAmerica Financial
Empowering 1.3 M+ retirement-plan participants to reallocate funds with confidence.
-40%
↓ Input errors (usability test)
-30%
↓ Support calls about transfers (in one month)
+25%
↑ Successful self-service transfers (in 1 month)
The Problem
Desktop-only and buried in menus
No inline validation → rounding mistakes
Participants confused by NYSE cutoff rules
Role & Team
Role
Lead UI/UX Designer
Team
Product, Compliance, Engineering,
IBM Consultants
Testing
8 user-test participants
Contributions
Audited analytics & error logs
Defined business rules for timing & rounding
Built interactive Figma prototypes
Wrote micro-copy
Conducted usability testing
Process
1. Discovery
User interviews & error-log deep dive
2. Ideation & Wireframing
Inline validation patterns
Rounding-rule callouts
3. Prototype & Test
Figma screens (mobile + desktop)
8 moderated usability sessions
4. Refinement & Handoff
Final UI specs + component library updates
Solution
Highlights
Inline Validation
UI + content updates
Mobile Table
No horizontal scroll
Review Screen
Side-by-side “Current vs New”