Back to Work

Product · In development

Clear Case
Make onboarding exceptions easier to resolve and explain

I am building Clear Case to explore how operations teams can review incomplete or conflicting onboarding cases without losing sight of the evidence, the rules, or the person responsible for the decision.

At a glance

My role
Independent product engineer: discovery, workflow design, interface, system design, and testing.
Current stage
Concept and project brief; the first end-to-end workflow is in development.
Focus
Evidence-grounded assistance, deterministic controls, accessible review, and human accountability.
Concept visualization of a Clear Case workspace with an exception queue, PDF evidence, an AI-assisted recommendation, human decision controls, and an audit trail
Concept visualization. The working interface is in development.

The problem

Exception review is fragmented

Onboarding reviewers often gather application data, PDF documents, email context, business rules, and previous decisions from separate systems. They must find what is missing, reconcile conflicts, and leave a defensible record of what happens next.

Product direction

One reviewable case

Clear Case is designed to bring application data and PDF evidence into one workspace. Rules would flag missing or conflicting values, and AI could draft a source-linked next step for a person to review.

Planned first workflow

From intake to an auditable decision

  1. Intake

    Create a fictional onboarding case and attach application data and PDFs.

  2. Analysis

    Run required-field, date, document-status, and conflict checks.

  3. Review

    Show each exception beside the evidence and a source-grounded recommendation.

  4. Decision

    Let a reviewer correct, approve, request information, assign, or escalate.

  5. Audit

    Preserve the finding, source, reviewer action, and timestamp.

Project boundaries

What I plan to demonstrate

The portfolio version uses fictional business-account onboarding data. It is designed to demonstrate workflow modeling, accessible React and TypeScript interfaces, PDF handling, deterministic rules, integrations, testing, and applied AI with source grounding and human review.

The project is in development. I’ll add results after testing the working workflow.