Enhancing Data Comparison in ExposureIQ

Enhancing Data Comparison in ExposureIQ

Overview

As a UX Designer for Moody’s ExposureIQ, I led the design of a dedicated portfolio comparison experience to help portfolio managers identify trends, variations, and risks across multiple portfolios and accumulation runs. The existing comparison flow was fragmented, hidden within Data Explorer, and lacked intuitive navigation or visual clarity—leading to workflow inefficiencies and cognitive overload.

Our goal was to deliver a seamless, scalable, and visually rich comparison tool that aligned with user needs and business objectives.

I led the UX effort for this initiative—from discovery through delivery—collaborating closely with PMs, engineers, and stakeholders. My contributions included:

Conducting research and synthesizing user pain points across multiple feedback sources
Mapping existing comparison workflows and identifying critical UX gaps
Designing wireframes and interactive prototypes across table, report, and map views
Iterating on design based on usability testing and stakeholder feedback
Collaborating with the development team to translate designs into implementation-ready specs
Ensuring consistency with ExposureIQ’s evolving design system and shared components

My Role

DISCOVERY

User Flow

Our Solution

Our design focused on delivering clarity, control, and consistency across the comparison experience. Key solution elements included:

Dedicated Comparison Page
- Removed comparisons from the overloaded Data Explorer
- Created a standalone comparison interface with preserved breadcrumb context
Multi-View Visualization
- Designed tabular, report, and map views to support different comparison needs
- Visual indicators for loss differences, outliers, and model variations
Streamlined Navigation
- Simplified movement between comparison types and data states
- Improved breadcrumb logic to prevent context loss

Before

Initiate Comparison from Data Explorer at Portfolio level-5.png

add one portfolio from data explorer.png

After

Portfolios - Step 03 - Exposure Metrics.png

Impact

The final solution improved both the user experience and business outcomes:

30% Faster Workflow – Users completed portfolio comparisons more quickly and confidently
Improved Decision Making – Visual insights helped users spot variations and risks faster
Positive User Feedback – Stakeholders noted smoother navigation and clearer data presentation
Better Context Retention – Comparison state is now preserved, even when navigating back

Process and Challenges

We followed a collaborative, iterative design process to ensure the final experience met user needs:

Discovery & Research
- Collected insights from Jira tickets, internal teams, and usability sessions
- Identified that comparisons launched from Data Explorer created cognitive overload
- Noted that comparisons were not housed on a dedicated page, and breadcrumb logic caused users to lose context
Wireframing & Prototyping
- Created flows for general, time-series, and cross-portfolio comparisons
- Explored different layout strategies to surface variation clearly without clutter
Usability Testing & Iteration
- Conducted feedback sessions to refine navigation and visual design
- Prioritized improvements to interaction clarity and page-to-page context continuity
Collaboration & Delivery
- Worked closely with engineers to align technical feasibility and user goals
- Documented design specs and supported Jira ticket breakdown for implementation

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