अत ← Portfolio Metadata Management

Case study · Enterprise knowledge · Q1 2026

Metadata management for enterprise knowledge.

A governance-first metadata system, designed from the ground up, so enterprise knowledge is always findable, trustworthy and AI-ready.

Role UX Designer Time Q1 2026 Tools Figma, Figma Make Platform Enterprise web app Status Live in Purple Fabric · Feb 2026

Designed from scratch: no prior design and no existing flow to reference, only a clear product gap and a user need.

The metadata grid: documents as rows, metadata keys as columns, empty cells highlighted
The grid. Documents as rows, metadata keys as columns; every empty cell is visible at once.
8states designed from zero, from the grid to human review
6design decisions, each about trust or governance
0values written to a document without a person approving them

01 · Problem

Hundreds of documents, no metadata layer.

Enterprise knowledge gardens held hundreds of documents with no structured metadata. Search and filters were unreliable, tagging was inconsistent or missing, and non-technical users had no governed way to manage metadata at scale.

Metadata was hard to find

No central view. The only way to check a document's metadata was to open it.

Tagging was inconsistent

No structured keys, so every team tagged documents its own way.

Too technical for its users

Knowledge managers and business analysts needed to manage metadata without writing queries or waiting on engineers.

Design goals

  • A spreadsheet-like gridDocuments as rows, keys as columns.
  • Keys without codeCreate, edit and delete metadata keys with no technical knowledge.
  • AI extraction, human approvalAI proposes values; a person reviews them before they apply.
  • Governance in viewCompleteness, empty cells, extraction runs and their cost.

02 · Solution

From empty cells to approved values.

Six of the module's eight states, in the order a knowledge manager meets them.

01

Metadata grid

Columns for title, creation date, author, document type, confidentiality and size. A status bar counts documents, fields and empty cells, and the empty cells are highlighted.

This is the screen at the top of the page: the gaps are the first thing you see, before any AI is involved.

02

Bulk actions

Select several documents and a contextual action bar appears: show empty cells, pick a key, or autofill the row with AI.

Bulk actions bar over selected documents
Actions appear only when there is a selection to act on.
03

Smart confirmation

Before extraction runs, a modal shows the total, filled and empty cells in scope, and asks: fill empty cells only, or rerun everything.

Confirmation modal with empty-cells-only as the default
“Empty cells only” is the default, so nothing is overwritten by accident.
04

Real-time feedback

Each cell shows its own “Extracting…” state while the rest of the grid stays usable.

Cells showing an extracting state
Progress lives in the cells, not in a blocking spinner.
05

Extraction monitoring

A side panel lists every run with its status, documents processed, tokens used and cost, overall and per field.

Extraction runs panel with status, tokens and cost
Cost and tokens are visible to whoever runs the extraction.
06

Human-in-the-loop review

The document sits in the centre with the evidence highlighted; extracted fields sit on the right with confidence scores and Accept or Reject.

Review screen: document preview with highlighted evidence and extracted fields to accept or reject
Nothing is applied until a person approves it.

03 · Decisions

Automation that never skips the human.

Tap a card to see the decision.

04 · Results

From a governance gap to a workflow.

AreaBeforeAfter
VisibilityNo central metadata viewA grid with full create, edit and delete
KeysNo way to define keysKeys managed by knowledge managers
ExtractionNoneAI autofill, single or bulk
ReviewNo review workflowHuman-in-the-loop review with confidence scores
GovernanceNo trackingReal-time monitoring with cost and tokens

Live in the Purple Fabric platform since February 2026. The feedback that came back most: people can finally see how their data pairs with the keys. The next iteration of the journey is in development; formal metrics aren’t published yet.

The human-in-the-loop review became the defining principle of the module: automation does the tedious part, and it never gets to compromise data integrity.

05 · Prototype

All eight states, clickable.