GLOBAL SEARCH

GLOBAL

SEARCH

GLOBAL

SEARCH

Overview

In summer of ‘23, I owned the early POC of a global search feature for JPMorgan’s commercial banking products.

In summer of ‘23, I owned the early POC of a global search feature for JPMorgan’s commercial banking products.

In summer of ‘23, I owned the early POC of a global search feature for JPMorgan’s commercial banking products.

The goal of the POC was to explore ways to enhance its functionality with LLMs & natural language AI.

With a natural language model backing the project my challenge was to create an intelligent search that could solve existing challenges faced by users of Story™.

The prototype I designed served as the blueprint for our search feature today in both internal and consumer facing products. It has been adopted across 4 different products serving 120,000 users worldwide.

To avoid spilling “secret sauce”, sensitive information has been omitted. All views are my own and may not reflect those of JPMorganChase.

92%

Search success rate

8 sec

Average time to result

41%

Reduction in help center tickets

Source: Q2 2025 performance metrics.

Problem

An intelligent search could be used to solve many diverse challenges. What do we tackle?

An intelligent search could be used to solve many diverse challenges. What do we tackle?

An intelligent search could be used to solve many diverse challenges. What do we tackle?

This was the research question we started with. What should search be capable of, and how do we design it to scale across internal & consumer facing JPMorgan products?

Challenge I

Cross-product scalability

Cross-product scalability

Cross-product scalability

Challenge II

Balancing consumer & business needs

Balancing consumer & business needs

Balancing consumer & business needs

Problem, continued

To start, we selected 4 universal problems for our intelligent search to solve.

To start, we selected 4 universal problems for our intelligent search to solve.

To start, we selected 4 universal problems for our intelligent search to solve.

Internal Problem

Internal Problem

Internal Problem

Document upload is slow

Document upload is slow

Document upload is slow

Internal Problem

Internal Problem

Internal Problem

Manual document citations & parsing

Manual document citations & parsing

Manual document citations & parsing

Consumer Problem

Consumer Problem

Consumer Problem

Bug reporting

Bug reporting

Bug reporting

Consumer Problem

Consumer Problem

Consumer Problem

Lack of navigation help

Lack of navigation help

Lack of navigation help

Internal Problem

Internal Problem

Internal Problem

Manual data/insight processing

Manual data/insight processing

Manual data/insight processing

Internal & Consumer Problem

Internal & Consumer Problem

Internal & Consumer Problem

No help menu or FAQ’s

No help menu or FAQ’s

No help menu or FAQ’s

Consumer Problem

Consumer Problem

Consumer Problem

No shortcuts for repetitive actions

No shortcuts for repetitive actions

No shortcuts for repetitive actions

Quick wins vs user value

I hosted two whiteboarding sessions with the team to narrow down our areas of focus for search. We decided to pick problems that fit the criteria of (1) having great immediate value, and (2) being deployable quickly.

Many of the problems our research team identified came from friction in our core product experiences — a perfect application for a quick search to solve.

Exploration

We started our exploration by visualizing the “perfect” experience with user flows.

We started our exploration by visualizing the “perfect” experience with user flows.

We started our exploration by visualizing the “perfect” experience with user flows.

I was very happy we started with defining happy paths as they helped us see how search might fit into the holistic experience.

Design

Designing the core search experience

Designing the core search experience

Designing the core search experience

Placement of the search

We tackled cross-product scalability by embedding the search within the global nav, an element present in all of our products.

This also made search accessible from anywhere — a requirement, since user friction could appear anywhere.

Quick wins vs user value

I hosted two whiteboarding sessions with the team to narrow down our areas of focus for search. We decided to pick problems that fit the criteria of (1) having great immediate value, and (2) being deployable quickly.

Many of the problems our research team identified came from friction in our core product experiences — a perfect application for a quick search to solve.

Displaying a launch menu upfront

We decided to group possible search queries into buckets, and make them visible on launch for inspiration. Each bucket solves one of the four user problems we decided to solve with our search.

Final Design

Find anything, fast.

Find anything, fast.

Find anything, fast.

Outcomes

Today, global search has become a platform feature for 6 products at JPMorgan.

Today, global search has become a platform feature for 6 products at JPMorgan.

Today, global search has become a platform feature for 6 products at JPMorgan.

92%

92%

92%

Search success rate

Search success rate

Search success rate

41%

41%

41%

Reduction in help center tickets

Reduction in help center tickets

Reduction in help center tickets

8 sec

8 sec

8 sec

Average time to result

Average time to result

Average time to result

Source: Q2 2025 performance metrics.