Capstone Project: Add a Feature
Chase Receipt Scanner
is a concept feature that reimagines Chase’s discontinued receipt capture tool, allowing users to scan, upload, or forward receipts that are automatically matched to transactions to provide better support for returns, warranties, and recordkeeping without added complexity.
My Role
UX/UI Design
Timeline
2-week project (Oct–Nov 2025)
Tools
Figma, FigJam, Photoshop, Illustrator, ChatGPT
BACKGROUND
I’ve always struggled to organize receipts and find them later for returns, warranty claims, or recordkeeping. As a long-time Chase user, I saw an opportunity for a more seamless in-app receipt capture feature. My vision was a single system where users could upload or forward email receipts, scan paper ones, automatically match them to transactions, and set warranty or expiration reminders.
EMPHATIZE
USER INTERVIEWS
Goal: Through user interviews, I wanted to understand how users currently manage receipts, where the biggest pain points exist, and what they expect from a built-in receipt management feature in a banking app.
Approach: I conducted 6 semi-structured user interviews, each lasting 20–25 minutes, with participants of varied ages, professions, and household types.
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MID-FIDELITY WIREFRAMES
KEY FINDINGS
After conducting the interviews and organizing the findings through affinity mapping, several key themes emerged.
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Capture Experience Users want capturing a receipt to be quick, familiar, and flexible.
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Automation & Smart Matching Automation is the most desired capability. Users expect automatic recognition, matching, and minimal manual tagging.
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Organization & Visibility Users want a single, centralized “home” for receipts inside their banking app.
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Reminders & Warranties Useful only for expensive or time-bound items.
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Trust, Security & Control Users trust their bank more than any other app for sensitive data.
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Simplicity & Timing Users take action only if it’s fast and fits habits.
COMPETITIVE ANALYSIS
Approach: As part of my research, I conducted a competitive analysis of the receipt management ecosystem, evaluating Expensify, Shoeboxed, QuickBooks, American Express, and Warranty Keeper / ReceiptBox.
Opportunity for Chase: Most competitors focus on business users, and none combine receipt-to-transaction matching with warranty or return reminders within a trusted banking ecosystem.
DEFINE
USER PERSONA
Based on my research, I defined a primary user persona: a busy, tech-savvy customer who actively manages family finances and expects receipts to be captured easily on the go and securely stored within the Chase app, so she can access proof of purchase without extra effort when returns, warranties, or disputes arise.
POV STATEMENT
Users need a fast, familiar way to capture receipts without disrupting their routine. They also value reminders only when they’re contextually relevant, such as for warranties, big purchases, or time-sensitive returns.
HMW QUESTIONS
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HMW make it easier for users to capture receipts?
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HMW help users set important reminders in a user friendly way?
IDEATE
PRIORITY FEATURES
Based on insights from user interviews, competitive analysis, and the defined user persona, I identified key pain points and translated them into a focused set of MVP features to ensure core user needs were met.
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Instant Photo Capture: Capture receipts instantly using the same interface as mobile check deposit.
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Warranty Tracker: Track warranty info and alert users before expiration.
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Auto-Matching Engine: OCR automatically links receipt data to the correct transaction by date, amount, and merchant.
USER FLOW
Next, I created a user flow to define how the feature would work end-to-end. The user flow was essential to ensure the receipt scanner felt fast and natural within the Chase app. I mapped the experience from scanning a receipt to attaching it to a transaction and accessing it later, focusing on reducing friction, minimizing steps, and maintaining speed and clarity.
MID-FIDELITY WIREFRAMES
I created mid-fidelity wireframes and ran a moderated, remote usability test with five participants to validate the end-to-end flow before moving into high-fidelity.
What was tested:
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“Add a receipt” flow (photo capture, confirmation, optional reminders).
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Early ideas for warranty/return reminders.
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Clarity of receipt capture and warranty setup confirmation messages.
MID-FIDELITY WIREFRAMES
KEY FINDINGS
The top five insights from usability testing.
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End state is missing Users need to clearly see where the receipt lives after confirmation; without this, the flow feels incomplete.
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Retrieval paths are unclear Scanning is easy to find, but users expect receipts to live in Transaction Details and a centralized Receipt Center.
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Camera layout should follow check deposit patterns Users expect stacked front/back capture; the side-by-side layout felt cramped.
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Back of receipt should be optional Many users questioned its necessity; consider an “Add another page” option.
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Predefined quick-action reminder Users favored quick-action reminder options (30, 60, 90 days) rather than manual entry.
PROTOTYPE
HIGH-FIDELITY PROTOTYPE
Based on mid-fidelity usability feedback, I revised several screens and introduced a new dashboard state that clearly confirms when receipts and reminders have been successfully added.
MID-FIDELITY WIREFRAMES
VISUAL IDENTITY & BRAND DESIGN
To ensure the Scan a Receipt feature and high-fidelity screens integrated seamlessly with the Chase app, I studied Chase’s existing branding, including color usage, typography, and UI patterns, and aligned the designs to the established system. I also designed two new icons, Scan a Receipt and Receipt, that follow the visual style of Chase’s existing iconography.
USABILITY TEST
TEST GOALS & OBJECTIVES
The goal of the usability test was to evaluate the clarity, usability, and perceived value of the Receipt Scanner concept within the Chase mobile app. I focused on whether users could easily scan and save receipts, understand where they are stored, and set return or warranty reminders. The study also identified friction points in the core task flows and validated alignment with existing Chase app patterns, language, and visual hierarchy.
OBJECTIVES
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Determine if users can find and complete the “Add Receipt” and “Add Receipt + Reminder” flows without assistance.
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Measure how confident participants feel after saving a receipt or setting a reminder.
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Observe how users interpret where saved receipts live within the app.
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Evaluate whether the language and tone feel consistent with Chase’s trusted brand voice.
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Capture qualitative feedback on UI clarity, copy, and feature expectations (e.g., auto-linking, default options, visual confirmations).
METHOD
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Format: Prototype walkthrough (moderated via Zoom recording).
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Participants: Six users (current or recent Chase users; mix of digital proficiency).
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Tasks: Two sequential flows — (1) Add a receipt to a recent transaction and (2) Add a receipt + set a reminder for a 30-day return policy.
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Metrics: Ease of completion (1–5 scale), confidence in completion, comprehension of reminder, tone/trust perception, and open-ended qualitative feedback.
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Test Tools: Figma prototype simulating the Chase mobile app UI with two functional flows.
TEST FLOWS
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Add a Receipt: Participants simulated scanning or uploading a store receipt to attach to a recent purchase (e.g., a backpack).
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Add a Receipt + Reminder: Participants used the same receipt flow, then added a return reminder with prefilled or editable date and method options (notification or email).
WHAT WORKED WELL
Usability testing validated the experience as intuitive, low-friction, and aligned with Chase’s design patterns. Users quickly understood receipt capture, trusted that receipts were saved, and recognized clear value for returns and warranties, with several positive usability patterns emerging during testing.
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Camera-first capture: Users found the “Scan Receipt” flow familiar and intuitive, often comparing it to mobile check deposit workflows.
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Visual integration: Consistent fonts, colors, and tone reinforced trust and alignment with Chase’s brand.
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Clear confirmation feedback: Success states and visible icons gave users confidence that receipts were saved.
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Minimal friction: Once users found the entry point, tasks were completed quickly, with high ease ratings (avg. 4.7/5).
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Strong value perception: Participants consistently noted usefulness for returns, warranties, and expense tracking.
PRIORITIZED CHANGES
Several valuable insights emerged from usability testing, leading to a set of prioritized design updates to improve clarity and flow.
PRIORITIZED CHANGES
I added a clear confirmation message after setting the reminder date, addressing user feedback that explicit confirmation was needed before saving the reminder (e.g., “Reminder added — will send 5 days before the return deadline”).
PRIORITIZED CHANGES
I refined the copy and visual cues to improve clarity. The entry-point label was updated from “Scan Receipt” to “Scan Receipts” to better reflect the action, and receipt location visibility was improved by adding a clear text label, “Receipt,” alongside the icon so users immediately understand where the file lives after confirmation.
PRIORITIZED CHANGES
CTA hierarchy: Several users noted that the “Add Receipt Reminder” button overshadowed the primary “Save Receipt” action, so I reversed the order to better emphasize the main task.
FINAL DESIGN
VOICE & TONE
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Voice & Tone: Professional, encouraging, empowering, clear.
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Pillars: Guided Growth, Clarity, Flexibility, Support, and Confidence.
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Brand potential: Flexible enough for both personal upskilling and professional development.
MID-FIDELITY WIREFRAMES
SELECTED SCREENS
SkillBridge’s design is about clarity and growth. With purple as the primary color for creativity and ambition, paired with clean type and simple layouts, the product feels motivating and easy to use. Every choice supports learners in staying consistent and confident.
CONCLUSION
KEY TAKEAWAYS
Completed in just two weeks, this project encouraged me to be intentional about where to focus my time. Through research, iteration, and usability testing, I gained a deeper appreciation for how clarity, feedback, and hierarchy influence user confidence. The final design supported smooth task completion and strong ease-of-use feedback, resulting in an experience that feels clear, trustworthy, and genuinely helpful.
FUTURE ENHANCMENTS
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Dual entry points: Support both global “Scan Receipts” and in-transaction “Attach Receipt” flows.
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Link confirmation & correction: After scan, show matched transaction and let user confirm or change it inline.
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Context-aware onboarding: Add a one-time tooltip, short feature card, or brief video explaining where receipts are saved and how reminders work.
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Email forwarding: Forward receipt emails to a dedicated address, where they are automatically matched to credit card transactions.
MID-FIDELITY WIREFRAMES