An onboarding workflow builder that stays smooth at 700+ nodes
For Citi's business-banking clients, I built a visual, canvas-based onboarding-workflow builder and a messaging system that automated the customer onboarding process — in a regulated financial-services environment with strict performance and reliability expectations.
- 700+
- nodes rendered and interacted with smoothly
- Automated
- customer onboarding for business clients
- Custom
- canvas + webpack build
Automating onboarding for business clients
Onboarding a business banking client is a long, branching process. I implemented a messaging system that automated that onboarding for Citi's business clients, removing manual handoffs in a financial-services environment where correctness and auditability matter.
The frontend was built with React and TypeScript on a custom webpack configuration, optimized for performance and scalability against the bank's requirements.
A visual workflow builder on a custom canvas
The centerpiece was an onboarding-workflow builder rendered on a custom canvas — a visual tree of interconnected elements that an operator could expand, connect, and edit directly.
The hard part was keeping it fluid at scale: I optimized rendering and interaction so the canvas stayed smooth with 700+ expanded nodes on screen, where naive approaches would have stuttered or frozen.
Data-heavy, interaction-heavy UI that has to stay fast under load is squarely my wheelhouse.