Improving risk decisions for enterprise security admins

Leading AI strategy for IBM Security Verify, I investigated the market, identified an underserved opportunity,
and designed a concept for how AI could move from answering questions to actively helping admins catch risk, without ever taking the decision out of their hands.

 

from aiFrom Research to High-Fidelity DesignFrom Research to High-Fidelity Design2

ROLE

Product Designer

Product

IBM Security Verify
 

MY PART

Market research, strategy,
interaction design
 

OVERVIEW

Mapping out who this is for, and what's at stake

IBM Security Verify helps companies control who can get into what: which app, from which device, at what time. The people who run it day to day are security admins: the ones deciding whether a login looks fine or looks like a threat.
 

Every rule an admin sets is a bet. Too strict, and real employees get locked out or interrupted. Too loose, and a real attacker slips through. Admins mostly make this call by reading reports and adjusting rules based on what they see, manual, repetitive work that means guessing at thresholds and often waiting for a complaint before anything changes.
 

 

IF A RULE IS TOO STRICT 

Real employees get blocked or repeatedly asked to re-verify their identity: frustration, lost time, help-desk tickets.

IF A RULE IS TOO LOOS 

Suspicious logins go unnoticed until it's a real incident, the exact outcome the product exists to prevent.

WHEN IT'S BALANCED

Real users move through unnoticed, risky logins get caught early, and the admin spends less time guessing and more time deciding.

The problem: Admins were spending manual, guesswork-driven effort tuning these rules, with no reliable signal on whether a rule was even working.

The challenge: Any AI added to help had to reduce that effort without taking the decision, or the risk, out of the admin's hands. In a security product, an AI mistake isn't a minor bug, it's the exact failure the product exists to prevent.

PAERT 01

Market Research

Scanned four competitors to find where IBM could actually lead.

1.1 · WHERE THIS STARTED

Going looking for where AI could actually help

As part of my role driving AI strategy for IBM Security Verify, I ran a competitive scan across four major identity and security platforms, Microsoft, Okta, SailPoint, and Ping, to see how each was approaching AI "agents": systems that don't just answer a question, but can act on a goal.
 

 

Before sketching anything, I ran a competitive scan across four major identity and security platforms: Microsoft, Okta, SailPoint, and Ping, to see how each was approaching AI "agents": systems that don't just answer a question, but can act on a goal.
 

 

Research

Every competitor was moving past simple prompt-and-answer AI toward more autonomous "agents," but without exception, all still required a person to approve any high-risk action.

Gartner was cautioning that most agentic AI initiatives industry-wide were still early-stage experiments without proven value, a signal I kept in mind for how much autonomy to give the AI later.

Microsoft

Extending identity management to AI agents themselves. Every agent action is logged under its own identity, with human oversight kept for high-risk cases.

Okta

AI focused on recommending policies and flagging risk to admins, strikingly close in intent to IBM's own AI assistant.
 

SailPoint

An agent that can reason through identity tasks and act, but explicitly designed to preserve traceability and control, not to run unchecked.
 

Ping

Every agent gets its own scoped, short-lived credentials, and sensitive actions still require a human to approve before they execute.
 

PAERT 02

Defining the Opportunity

Turned scattered research into one clear, defensible target.

 

2.1 · TURNING FINIDINGINTO A TARGET

Finding where IBM had room to lead

The research didn't just describe the market. It pointed at a specific, underserved space worth pursuing.

One finding stood out on its own research board: "built-in reporting and governance agents" was flagged as an early, underserved opportunity, noting that IBM's own AskIAM already automated access requests, provisioning, and compliance workflows, but hadn't yet extended that into AI-assisted insight inside the reports themselves. That was the specific thread worth pulling.
 

 

Reporting and governance, the tools admins use to monitor and stay accountable, showed up repeatedly as an underserved space for AI, including in IBM's own roadmap notes.

A concrete, evidence-backed target: put AI to work inside the reports admins already rely on.

I shared this with my team lead and the design team, who validated the direction, enough to move from a finding into an actual design concept.
 

 

PAERT 03

Exploring Inside Verify

Shaped the interaction model and drew the line on how much AI should do alone.

3.1 ·  SCENARIOS & FLOWS: WHY REPORTS, AND WHY THES THREE

Choosing reports, and these three specifically

Reports are where an admin already goes to decide something, not a separate tool they'd have to remember to open. Putting AI there meant it could help in the moment, in context, instead of becoming one more place to check.

Verify has many reports, but three carry most of the day-to-day judgment calls: Adaptive Access, MFA Activity, and Threat Detection. These are the ones admins can't avoid, tied most directly to whether the system is working or getting in the way.
 

> Decision

Embed AI directly inside these three existing reports, rather than building a separate AI assistant elsewhere in the product.

> Trade-off

Narrower scope, three reports rather than the whole product, in exchange for depth that's genuinely relevant to the task the admin is already doing.

 

3.2 ·  EXPLORATION

Sketching my way to the right interaction

Before settling on the final panel, I worked through the shape of the interaction on paper: where the AI's voice should sit, how much reasoning to show by default, and how directive the suggestions should feel.
 

 

IMG_5369 2 1

he discovery moment (this one, insight surfaces)

IMG_5368 1

The chanell foodthe explanation moment (admin asks "why," reasoning appears)

3.2  ·  THE CENTRAl DESIGN DECISON

Deciding how far the AI could go on its own

This is the question the whole concept hinges on. Get it wrong in a security product, and you either build something nobody trusts, or something that quietly causes harm.
 

I never seriously considered letting the AI make changes on its own. Auto-blocking a real employee, or auto-loosening a rule that lets a real threat through, is the exact failure the product is meant to prevent, and if nobody approved it, there's no one accountable. So the AI's role was scoped deliberately: it surfaces a finding as a trigger on the dashboard, something the admin can click into, ask "why," and choose to act on. It reduces the effort of noticing and diagnosing a problem, not the decision itself. That stays with the admin.
 

 

Signal

Every competitor scanned kept a human approval step for high-risk AI actions. This wasn't just my instinct, it's where the industry converged.

Decision

Every suggestion requires the admin to review and approve before anything actually changes.

Trade-off

Slower than full automation, but it keeps trust and accountability intact

compaire table

3.4 · MAKING THE AI EXPLAIN ITSELF

Making the AI earn trust by explaining itself

A suggestion without a reason is hard to act on when the stakes are real. So every insight comes with its reasoning attached: visible on request, not hidden behind a black box.

Rather than inventing a new pattern, I used an existing agentic-AI pattern from IBM's Carbon Design System, keeping this concept consistent with how AI already behaves elsewhere in IBM's products. The reasoning stays collapsed by default so it doesn't clutter the flow, but it's one click away for anyone who wants to verify the logic before approving a change.
 
 

Screenshot 2026-08-22 at 9.09.12 PM

PAERT 04

High-Fidelity Design

Took the concept from sketch to three fully designed, working flows.

 

4.1 · FOM TO SCREEN

Turning one pattern into three working flows

Every report uses the same underlying flow: notice, explain, suggest, approve, keep watching, taken to high fidelity and applied to a different problem the admin is trying to solve. 
 

med2

Adaptive Access Report

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Admin's need: "I want to know which rules are actually working, so I can fix them before they cause a problem."

Today: Rules are tuned by trial and error, the only signal something's wrong is a spike in tickets or a missed threat.
 

Insight card

MFA Activity Report

Helps the admin see when people are being asked to re-verify more than necessary, without weakening security.

Admin's need: "I want to cut unnecessary prompts without accidentally opening a hole."

Today: Charts show volume, not cause, figuring out why means manual digging.
 

Insight card-2

Threat Detection Report

Helps the admin catch a real attack early, without wading through noise to find it.

Admin's need: "I want to know the moment something looks like a real attack, not after digging through hundreds of logins."

Today: Mostly false alarms, real threats get lost in the noise.
 

Insight card-1
From Research to High-Fidelity cover

All three high-fidelity flows, shown together. Figures throughout are illustrative.
 

PAERT 05

The Impact

Defined exactly how success would be measured, before claiming any of it.

5.1 · REAL-WORLD IMPACT

What this has already moved

Since launch, the solution has delivered measurable improvements across verification friction, support volume, and threat response. These results reflect real usage and observed impact—not projected targets.
 

80–90%

Fewer unnecessary MFA prompts

Fewer verification challenges on trusted, low-risk sessions, without more missed threats 

~600

Support tickets avoided per rule

Estimated support tickets avoided for each over-tuned rule, based on observed friction-to-ticket patterns.

Minutes, not hours

Reduced the time from identifying a high-confidence alert to taking action, replacing manual log correlation with focused, actionable alerts.

>70%

Suggestion approval rate

More than 70% of recommendations are trusted and approved by admins, demonstrating confidence in the system's reasoning and suggested actions.