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Partner office improvement
Domain: Fintech · B2B Remittance · Settlement Operations
Role: Product Manager
Year: 2022
Platform: Web Admin
Problem & Goal
Problem
Heavy reliance on manual B2B operations
Virtual account issuance and withdrawal invoice generation relied on manual processes, while there was no centralized system to track and manage KRW inbound remittance FX and USD withdrawal history.
Operational overhead and fragmented communication
Partners and internal operations teams had to rely on repeated manual requests and information checks, creating unnecessary handoffs and operational overhead.
Goal
Transform key B2B remittance operations into a system-driven workflow within Partner Office, reducing manual dependency while improving operational efficiency, visibility, and traceability for both partners and internal teams.
Solution & User Flow
Systemized 3 Core Workflows
01. Virtual Account Issuance
Automated the virtual account issuance process and integrated it into the Partner Office workflow.
02. Invoice Issuance
Enabled automated generation and history management of foreign-currency withdrawal invoices.
03. KRW Inbound Remittance FX & USD Withdrawal History
Built a centralized workflow for tracking and managing KRW inbound remittance FX and USD withdrawal transactions.
Key Execution
Defined the end-to-end Partner Office workflow for partners and internal operations teams.
Translated operational requirements into clear business rules, data fields, and system requirements.
Designed a unified interface where users could manage KRW inbound remittance FX, USD withdrawal history, and invoice records in one place.
Replaced manual requests and information handoffs with system-based self-service workflows.
Impact & Key Takeaway
Impact
Manual → System-driven Operations
Replaced manual virtual account issuance and invoice generation workflows with system-based processes, reducing repetitive operational tasks and handoffs.
Improved Operational Visibility & Traceability
Centralized KRW inbound remittance FX and USD withdrawal records within Partner Office, making transaction history easier to track and manage.
Reduced Partner–Operations Dependency
Enabled partners and internal teams to access key transaction and invoice information directly within the platform, reducing repeated information requests and operational communication.
Lower Risk of Manual Errors
Standardized previously fragmented workflows through structured business rules and data definitions, reducing the risk of missing information and manual processing errors.
Key Takeaway
Building effective B2B fintech products is not only about customer-facing features. Turning fragmented operational processes into structured product workflows can create meaningful product impact by reducing operational dependency, improving visibility, and enabling scalable operations.
This project reinforced the importance of defining business rules, data structures, and exception flows before designing the interface, especially when translating complex financial operations into scalable product workflows.
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