Pension Validation Service feature

How I designed a Pension Validation Service 
for the GROW Superannuation Administration app to reduce the time required to process pension applications.

GROW is a financial technology company specialising in software solutions for the superannuation and managed funds sectors. The platform supports leading superannuation providers, including HESTA, Vanguard, and Australian Ethical Super.

I was responsible for designing a Pension Validation Service within GROW’s Superannuation Administration Platform, a tool primarily used by super fund administrators to manage and process member transactions.

The objective was to streamline and automate pension eligibility checks and data validation, significantly 
reducing manual processing time and improving overall operational efficiency.

My role

Product Designer

  • User flows

  • Wireframes

  • Prototypes

  • User testing

The team

  • Product Leader

  • Product Manager

  • Business Analyst

  • Developers

Deliverables

  • Desktop web app

Outcomes

  • Reduced the time required to complete a pension join process by 50%

  • Removed manual calculations

  • Minimised error by prompting users if the input does not meet the regulations and business rules

Due to an NDA, I can’t share project details publicly. Please feel free to contact me directly, and I would be glad to discuss it further.

Why this was needed

Setting up or maintaining a member’s pension account involves multiple validation checks throughout the process. Many of these checks were previously manual, requiring administrators to use calculators, spreadsheets, and external documents to complete tasks.

This not only made the process inefficient and error-prone but also limited the ability for straight-through processing. The result was a clunky user experience for administrators, increased processing time, and higher operational costs.

How we solved the problem

To enable a more efficient and automated workflow our team developed a Pension Validation Service that streamlines the setup and maintenance of pension accounts.

Our solution not only reduces administrative burden but also improves data accuracy and significantly accelerates pension account setup.

“Just wanted to say I love it so much it saves us time trying to calculate how much to pay the member.”

— Administrator

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