Edward Jones

UX Case Summary: Edward Jones – AI Document Processing Platform

Overview
As a UX and AI strategist at Deloitte, I collaborated with Edward Jones to design and launch an AI-powered document intake and processing platform. This platform was engineered to improve how advisors and back-office teams handle client documentation—automating manual workflows, enhancing data accuracy, and reducing turnaround time.

Key Contributions
Cross-functional Collaboration:
Partnered closely with frontend and backend developers, AI engineers, and product stakeholders to build a robust user experience from concept to functional platform.

AI Integration Design:
Architected the UX around an AI engine capable of processing scanned images, handwritten forms, and typed documents.

AI categorized, extracted, and interpreted key data fields—such as names, SSNs, tax ID numbers, income figures—and automatically filed them into the appropriate digital client records.

UX Workflow Design:
Created streamlined user flows for advisors and internal staff to upload, verify, and confirm document accuracy.

Designed visual cues for review status, AI confidence levels, and override options for manual correction when necessary.

Automated Filing & Document Mapping:
Enabled AI to convert unstructured documents into structured outputs like traditional IRS forms (e.g., 1099s, W-2s).

Seamlessly updated client profile data, appended record history, and ensured version control.

Data Integrity & Accessibility:
Emphasized WCAG/508 accessibility standards throughout the platform.

Collaborated with QA to ensure that all error states, validation steps, and confirmation flows were optimized for both efficiency and inclusivity.

Impact & Results
Time savings: Reduced average manual processing time by over 60%
Accuracy boost: Increased data field accuracy and filing precision by 45%
Advisor satisfaction: Improved confidence in platform usability through usability testing and design iterations
Scalability: Platform architecture designed to handle high volumes during peak tax season while maintaining consistency and data quality