Case Management with Embedded AI
Early UX exploration of explainable Ai in case management
The Challenge
The core challenge was not introducing AI.
It was integrating AI into workflows where errors are costly and oversight is mandatory.
From discussions and reviews, key tensions emerged:
Work is organized by cases, but information is fragmented
High-risk documents require careful verification
Review flows are sequential and time-consuming
AI must be explainable, traceable, and easy to challenge
These constraints shaped every design decision.
Goals
Keep the case as the primary organizing unit
Make AI actions explicit and user-controlled
Preserve human review and approval
Make sourcing and verification visible by default
Design something that could realistically live inside enterprise systems
Approach
My approach was workflow-first and constraint-aware.
I:
Started from how users already work, not from AI capabilities
Treated AI as assistive, not autonomous
Designed interactions that support review rather than bypass it
Prioritized clarity, predictability, and restraint
The result is a calm, explainable experience aligned with real operational expectations.
Key UX Decisions
No chat-first interface: AI actions live inside the case and are intentionally triggered
Provenance by default: Citations remain visible to support verification
Human-in-the-loop: No automatic submissions or hidden automation
Progressive disclosure: Advanced checks appear only when relevant
Design System & Platform Alignment
To keep the work grounded in reality, I designed within established enterprise constraints:
Used USWDS patterns to align with accessibility and federal UI expectations
Designed workflows that fit Microsoft Dynamics-style case management
Explored how the same interactions map to Fluent UI for enterprise consistency
This ensured the concept reflects systems people already trust and know.
What This Shows About Me
This work demonstrates that I:
Design AI responsibly in Defense & Security contexts
Translate abstract constraints into usable structure
Make clear tradeoffs between automation and control
Work comfortably within enterprise platforms and standards
Prioritize trust, clarity, and review over novelty
The system is the context. The value is the thinking.
Reflection
This project reinforced a principle that guides my work in regulated environments:
Good UX should reduce risk, not introduce it.
By embedding AI into familiar case workflows and established design systems, the experience supports human judgment rather than competing with it.