Interactive Reports
50+
10+
40%
CONTEXT
Vcheck investigates people and companies before deals close.
PE firms, law firms, and financial institutions hire Vcheck to run background investigations before signing. 150+ investigators. 25,000+ reports a year. Every one delivered as a PDF.
PROBLEM
Long static PDFS that were hard to navigate and long to verify.
Reports ran fifty pages or more. The biggest risks were surfaced up front but everything else required scrolling through pages to find each section.
INSIGHTS
No one reads these reports top to bottom.
Analysts jump straight to what matters for their deal. The PDF forced linear reading on a non-linear task. The goal became clear: build something that matches how analysts actually think.
No navigation.
Risk buried deep.
Sources disconnected.
PROCESS
Structure first, screens second.
Before wireframing, the team gathered references from products that handled risk hierarchies and data density well — Riskline, Prenuvo, Intercom, Zapier, and Anthem. I pulled and organized references as we aligned on a visual and structural direction.
Creating low-fidelity wireframes and iterations.
My main contribution early on was wireframing and laying out the order of the risk summary, section nav, and finding details. We went with option A as the cleanest layout that displayed the risk summary.
Building screens inside the design system.
Vcheck had a mature component library. My job was refining and applying it consistently across 10+ section types and helping extend it where new patterns came up.
FINAL PRODUCT
We launched Interactive Reports.
Risk is visible before you read a word.
I created high-fidelity feature screens using our design system. The summary section includes a set of cards organized by high, medium, and low risk, which clients can easily navigate through. Below that, there’s a navigation bar that allows users to switch between different risk categories by section.
Every finding links directly to its source.
The Search Audit tab lives inside each section, documenting every jurisdiction searched and every source accessed, right next to the finding it supports. No appendix. No cross-referencing.
The PDF never went away.
Clients can still download a traditional PDF at any time. The Download modal lets them choose exactly which sections to include, either everything or just what's relevant.
U P N E X T
