Confidential Project
This project was completed during my time at JPMorgan Chase and is subject to a non-disclosure agreement. Specific details, metrics, and visuals have been generalized or omitted to protect proprietary information. The work presented represents my contributions and process while respecting confidentiality requirements.
Offer Tracking Design System
Building a scalable design system for tracking experiences across credit card offers, benefits, and rewards—enabling teams to deliver consistent, user-centered experiences at enterprise scale.
Design Systems
Enterprise UX
FinTech
Web
Chase had a visibility problem. Customers were missing out on valuable benefits not because they weren't interested, but because they couldn't see what was available or track their progress toward rewards. Without proper tracking interfaces, offers sat dormant—invisible to the users who needed them most.
What started as a straightforward design request—"create trackers so users can monitor their benefits"—revealed a deeper systemic issue. As I began designing tracking experiences for specific offers, I uncovered widespread inconsistencies across the Chase ecosystem. Different teams had built isolated solutions, each with their own patterns, terminology, and interaction models. The lack of cohesion wasn't just a design problem—it was actively preventing new offers from launching.
I transformed this tactical project into a strategic design system initiative. The result: a comprehensive tracking framework that established scalable patterns, flexible UI components, and clear interaction models. This system now supports 1,350+ offers across Chase-branded cards and partner platforms—enabling rapid deployment while maintaining consistency.
Audit First, Design Second
Before creating new patterns, I conducted a comprehensive ecosystem audit. I catalogued every existing tracking interface across Chase-owned platforms and co-branded partner sites, documenting inconsistencies in visual design, information architecture, interaction patterns, and terminology.
This audit revealed the true scope: teams were solving the same problems in wildly different ways.
From Patterns to Framework
The audit exposed a deeper insight—trackers weren't just inconsistent, they lacked conceptual structure. Teams were treating all trackers the same, whether they were progress-toward-a-goal (welcome bonus), consumption-of-a-resource (statement credit), or status-only-reference (points balance).
I created a five-category system that brought clarity to this complexity, establishing distinct design principles for each tracker type.
This framework became the connective tissue that allowed diverse tracker types to feel cohesive while serving different user needs.
The Information Layering Approach
A three-tiered framework that balances information density with usability. This approach gives teams a clear, reusable model for structuring tracking experiences based on user intent—from quick status checks to comprehensive analytics.
Skim: At-a-Glance Status
Minimal information for quick scans—status indicators, key metrics, and progress bars. Optimized for users who just want to check if they're on track without diving into details.
Dip: Contextual Details
Mid-level information revealing offer terms, deadlines, and progress breakdowns. Designed for users who need clarity on specific requirements without overwhelming detail.
Dive: Comprehensive View
Full transaction history, detailed terms, eligibility criteria, and FAQs. Built for power users and complex scenarios requiring complete transparency.
The ecosystem audit revealed that teams were treating all trackers as functionally identical. But a welcome bonus tracker (progress toward earning) has fundamentally different needs than a statement credit tracker (consumption of limited resource) or a points balance tracker (status-only reference). Users needed different information, at different times, with different urgency.
I created a five-category system that brought conceptual clarity to this complexity. Rather than one-size-fits-all patterns, each category has distinct design principles governing visual treatment, urgency signaling, information hierarchy, and interaction patterns. This system became the foundation that allowed teams to quickly identify which pattern to use for any new offer—turning an ambiguous design question into a straightforward classification decision.
📈 Progress Trackers
Track user journey toward earning rewards or reaching spending thresholds. Show accumulation over time with clear finish line.
Use Cases
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→Welcome bonus spend requirements
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→Quarterly category spending caps
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→Milestone/tiered bonus progress
📉 Depletion Trackers
Monitor consumption of limited credits or resources. Emphasize what remains and create urgency around expiration to prevent waste.
Use Cases
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→Annual statement credits ($200 airline)
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→Monthly recurring credits ($25 digital)
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→Quarterly partner credits ($75 retail)
🎯 Multi-Tier Trackers
Display both spending progress AND rewards earned across multiple achievement levels. Dual-tracking shows current tier and upcoming milestones.
Use Cases
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→Progressive bonus structures
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→Tiered annual spending bonuses
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→Loyalty tier advancement
⚖️ Comparison Trackers
Compare performance across two time periods to reveal trends and growth. Show both absolute difference and percentage change.
Use Cases
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→Year-over-year points earned
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→Quarter-over-quarter spending
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→Period performance analytics
ℹ️ Status Trackers
Display current state of benefits, balances, or eligibility without requiring action. Informational reference users check periodically.
Use Cases
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→Points balance and cash value
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→Permanent benefits (lounge access)
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→Always-on category bonuses