CSV Upload Portal
Designing and building a guided data submission tool — from user flow to working full-stack application
Project Info
Problem
Portfolio managers submitting insurance data face a silent but costly problem: CSV files are uploaded without validation, errors only surface after submission, and users are left with no clear path to fix them. The process is fragile, opaque, and unforgiving.
Solution
I designed and built a four-step guided portal — Portfolio Info → Location File → Account File → Submit — with two layers of real-time validation. Structural errors are caught on upload. Data errors surface inline, so users fix issues directly in the table without starting over.
Impact
A fully working submission tool that handles the full error surface — empty files, missing columns, invalid codes, empty cells — with distinct recovery paths for each. Data integrity is guaranteed at the point of submission, not discovered after the fact.
