Simulate Presets | Persona Internship

This project was first presented as a concept at Persona’s Company Kickoff and ended up being a real feature I shipped for customers! I worked closely with my product manager and engineer (shoutout Melissa and Andrew!) to evolve an MVP into a scalable, polished feature that addressed technical challenges of the product. The process involved scoping, design jams with cross-functional partners, iterating on visual design, prototyping use cases, and conducting design reviews. At the end, I handed off designs for V1 along with documentation and design explorations for future work in V2++ later this year.

I joined as a product design intern on the Collections team, working on the Flow Editor product. Persona is an all-in-one platform that provides customers with all the building blocks needed to verify, understand, and orchestrate identities for any use case. Flow Editor is Persona’s self-serve, no-code tool that enables businesses to build branded user flows to collect customer information for identity verification.

As user verification flows became more dynamic, they have more complicated branches and complex logic. The current method of previewing the flow doesn’t help customers test many potential paths and different flow outcomes from end to end — we need more granular testing controls. Customers don’t know how the end user experience is and if their flow works like it’s intended to. The complex nature of identity verification is an added challenge and customers lack the understanding to simulate with technical inputs.

Customers will be able to select presets, including Persona provided ones, that they can use to readily simulate flows. They also have the ability to configure the technical inputs and save them as a preset, effectively creating a custom preset that can be re-used for future simulations. For example, a customer may want to test how an underaged foreign drivers license would go through their flow. They can configure technical inputs to reflect an underaged birthday and an ID issued by a foreign country, then save it as a preset!