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AI-powered document
validation tool

An AI-assisted enterprise tool that helps operations teams validate document packages, extract key data, detect issues, and resolve inconsistencies with greater clarity and control.

AI AgentEnterprise SaaSDocument workflowsRegTech
AI document validation tool displayed on a laptop
RoleSenior Product Designer

AI agent experience, validation workflows,
human review

ScopeEnd-to-end product design

Research, UX/UI, prototyping & validation

TeamCross-functional enterprise product team

Product Owner, 2 Systems Analysts, 3 Developers

Challenge

The initial MVP covered the core validation flow, but lacked the clarity, flexibility, and consistency needed for everyday use. Key states and actions were missing, issue recovery was limited, and the interface had yet to evolve into a cohesive JTI product experience.

Business Goal

Reduce the time and cognitive effort required to validate document packages by shifting repetitive checks to AI — allowing users to focus only on detected issues and resolve them by providing the correct documents.

Results

— 60% of vendor data checks automated
— Validation time reduced to 2–5 min
— Scaled adoption across multiple JTI brands and teams

01 Core UX problems

The MVP validated documents, but users still needed a clearer way to understand issues, take action, and recover from errors.

01

How might we make document handling clear and flexible throughout validation?

02

How might we make validation outcomes and detected issues immediately understandable?

03

How might we help users fix an issue and revalidate without restarting the workflow?

02 Define the role of AI

Automation where it helps. Visibility and control where they matter.

The experience separates what AI does, what the user decides, and what the system must communicate.

AI handles

  • Document recognition & classification
  • Key data extraction
  • Cross-document & external checks
  • Issue detection

User decides & acts

  • Uploading documents
  • Reviewing results
  • Replacing incorrect documents
  • Rerunning validation

System communicates

  • Validation progress & status
  • What passed / failed
  • Why an issue occurred
  • What to do next

03 Validation logic

Making validation results transparent

A single issue can affect the overall status while multiple individual checks still pass.

Package

Package validation summary with export and rerun actions

Validation item

Patent Tax Certificate validation item with an issue status

Individual checks

Expanded validation checks showing passed checks and one expired patent issue

04 Designing for recovery

Fix the issue, not restart the process

When validation detects a problem, users can identify the affected document, replace it, and rerun the current validation without starting over.

Issue detected

Review failed check
Replace document
Run validation again

04 Final experience

From AI output to an actionable validation report

Final validation report displayed on a laptop

Validation report

Package status, document-level issues, and individual checks stay visible at the same time.

Overall result

See the overall result clearly.

Validation completed with one issue found
Design principle

Layered validation

One document can surface an issue while successful checks remain visible.

Successful document recognition and an expired patent issue shown together

Revalidation path

Users can rerun validation after correcting the package, instead of starting over with the same document set.

Run validation again action

Resolve issues before completing the package

Document validation interface displayed on a laptop held in one hand against a dark green background

Decision point

Before saving the result, users can either accept unresolved issues or upload additional documents and rerun the same validation context.

Add documents and Complete validation actions

No restart required

Fixing one document should not require rebuilding the entire validation flow.

The system supports parallel validation work

Operational context

Up to three active validations can run in parallel, helping teams manage multiple company packages at once.

Meridian Trading LLC validation in progress with two of three documents validatedPetrogradsky Trading House LLC completed validation with one issue found
Active parallel validations displayed on a laptop

Final takeaway

Automation should remove repetitive work —
not user control

By making validation outcomes transparent, preserving successful checks, and designing clear recovery paths, the product reduced the amount of attention users had to spend on routine verification while keeping them in control of exceptions.