Search the Help Centre

13 articles for “analytics”

Blog & updates Dashboards that answer the next question …to default takes you back to the starting layout. The analytics workspace Under Insight, the analytics section adds three tools: Analytics workspace (/analytics) compares the period with the previous…
How-to guides Use dashboards: period, comparison, drill-through and export …appears as "Updated hh:mm". Dashboards are built from analytics summaries that background jobs refresh about every 15 minutes, not from live transaction tables. A transaction loaded a few minutes ago…
Tutorials Analyse a statement file …your institution's live monitoring rules, statement analytics and screening lists in an isolated workspace. The rows never enter the transaction book, cash reports or dashboards; only the findings you…
Reference Release notes …to our blog posts. 13 October 2026 Dashboards v2 and the analytics workspace A new dashboard gallery at /dashboards shows only the dashboards your role can open. New dashboards: Executive overview,…
Guides MLRO guide …it, and every export is recorded. See Use dashboards. Analytics The Analytics workspace (/analytics) compares typologies period on period and runs a Typology radar for sharply rising typologies, with…
User roles Auditor, QA reviewer and executive …Screening, Securities and My dashboard. Use the analytics pages: Analytics workspace and Pivot analytics, and view the Metric designer. Change the period, compare to the previous period and export…
How-to guides Export data safely …dashboard or one widget; recorded under your name Pivot analytics (/analytics/pivot) Export XLSX Recorded in the audit trail Batch screening (/screening/batch) Export CSV Formula-safe; the log records…
Getting started Find your way around …Audit trail Insight Dashboards and each dashboard, Analytics workspace, Pivot analytics, Metric designer Data Data sources, Mapping studio, Load data, Ingestion runs Admin Tenant settings,…
FAQs General questions …for the Financial Reporting Centre (FRC) dashboards and analytics AI assistants that draft, explain and summarise, but never decide Who is it for? FlowSentry is built for banks, SACCOs, microfinance…
Reference Glossary …transaction list against your monitoring rules, statement analytics and screening lists without loading it into the transaction book. Only findings you promote become alerts. AI draft Text or analysis…
Guides Analyst guide …statement — against your live rules, statement analytics and screening lists in an isolated workspace. Upload up to five CSV or XLSX files about one subject, confirm the mapping, validate, run, then…
FAQs Troubleshooting …empty. Is something broken? Probably not. Dashboards and analytics read summary data that is refreshed in the background about every 15 minutes, not the live transaction tables. Check: The period.…
Getting started Welcome to FlowSentry …customer risk and AI usage; a personal dashboard; pivot analytics and a metric designer. Insight, /dashboards Data Connects your core banking, mobile-money or brokerage systems; maps their fields;…