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11 articles for “operations”

Guides Administrator guide …runs Governance Audit trail, Regulator reviews Platform operations Platform health Your account Security & MFA, Passkeys 3. Tenant settings Tenant settings (/admin/settings) has several sections.…
How-to guides Check platform health and scheduled jobs …role. Open it from the Admin module, under Platform operations on the Administration hub. The Ops console, where scheduled jobs can be run on demand or disabled, belongs to the platform operator who…
Reference Status and badge meanings …identity provider screen Not for real customers Data and operations Status Meaning What to do Testing A data source that validates only Run a dry run, then Request go-live Awaiting approval Go-live…
User roles Auditor, QA reviewer and executive …EDD cases and the EWRA. Open every dashboard, including Operations & SLA, Customer risk and AI usage. What you cannot do Act on anything: no claiming, closing, deciding, approving, proposing or…
Blog & updates Dashboards that answer the next question …rule; alerts per 1,000 transactions; rule effectiveness Operations & SLA /dashboards/operations Queue depth and ageing, SLA breaches and items due in 24 hours, throughput, time to disposition, analyst…
Guides MLRO guide …and precision (shown only to STR-privileged users). Operations & SLA (/dashboards/operations): queue depth, ageing, SLA breaches, throughput and analyst productivity. Reporting KPIs…
User roles Analyst and senior analyst …profiles and accounts Dashboards /dashboards Monitoring, operations, screening, customer risk and your own What needs a second person Your action Who checks it Step-up for the checker Record suspicion…
User roles MLRO and Deputy MLRO …KYC changes, overrides. Review Reporting KPIs and Operations & SLA for backlogs and overdue filings. Related User roles at a glance Draft and file an STR MLRO guide Compliance and governance guide…
Reference Release notes …dashboards: Executive overview, Transaction monitoring, Operations & SLA, Screening, Customer risk, AI usage and a personal My dashboard you can customise from a widget catalogue. A shared frame on…
How-to guides Use dashboards: period, comparison, drill-through and export …Transaction monitoring, Screening and My dashboard. Operations & SLA also needs case access, Customer risk needs customer access, and AI usage is for the MLRO, Deputy MLRO, Administrator and Auditor.…
Getting started Welcome to FlowSentry …/reporting Insight Dashboards for executives, monitoring, operations, screening, customer risk and AI usage; a personal dashboard; pivot analytics and a metric designer. Insight, /dashboards Data…