Read the business, not the queue

This manual is written for management who read the business, not the queue. You will learn to read the Dashboard, understand what every counter actually measures, spot when interactions are in transit versus dropped, and track the risk picture from the RBA Score across the client book.

You do not process applications here. You read the platform. The operators, the backend teams, and the compliance function do the daily work. Your job is to read the signal in the numbers, hold the operational rhythm, and steer capacity and risk.

Open the DXP URL from your administrator. You can only sign in with a work email that ends in your tenant domain.

1. Open the DXP URL provided by your administrator.
2. Enter your work email, then press Sign In.
3. Enter your password, then press Login.
4. If two factor authentication is on, enter the 6 digit code from your authenticator app.

Once signed in, the left side menu shows Dashboard, Clients, Compliance Hub, Logs, and Settings. As management you will mostly use Dashboard, Compliance Hub, and Settings (Billing Management).

A client interaction has a fixed lifecycle on the platform. Knowing it lets you read every Dashboard number correctly. The Dashboard shows live counts for each state per flow and across flows.

How the modules fit together. The Dashboard is analytics. It feeds from three modules. Interactions holds the per-flow interaction lists, each with a configure icon that maps which fields show in an expanded interaction row. Clients is the register with KYC and AML status. Compliance Hub runs the screening and adjudication behind the risk numbers. To see how flows are built, use the Flow Builder guide. For roles and billing, use the Admin guide.

What it is. Your at a glance view of the platform. Read it top to bottom: volume and speed at the top, then per flow insights, then the capture donuts, then the first and last engagement steps.

How the surface is split. The top row is tenant wide. The lower band is per selected flow. Pick a flow in Selected Flow to populate the lower band, then use the Day / Week / Month toggle to set the range. On the In Progress and Dropped donuts, hover to reveal an eye or view control. That control drills from a number into the underlying interaction records, so you can go from a count to the exact sessions behind it. The same records are also reachable from the Interactions module.

The lower band is per flow. Set the flow and the window before you read the counts.

1. Pick the flow from the Selected Flow search box. Type in the Search flows... box, then choose the flow from the selector.
2. Pick the window with the Day / Week / Month toggle.
3. Read the status donuts below against that flow and window.

After a flow is selected you see three status donuts. These are the funnel at a glance for the chosen flow.

The per-step ID and Face figures do not live here. They sit in the Performance Insights and Image Input Insights panels covered in the next section.

Two pairs of donuts. ID first, Face second. Each pair shows Performance Insights (how the step performed) and Image Input Insights (what the camera produced). Read the categories exactly as named below.

At the bottom of the Dashboard, a card for every engagement step in the flow shows its timing. Block Loader and Wrap Up appear, and so does every other step in between: ID capture, Face, Assisted Data Entry, and the rest. Each card shows Passed, Skipped, Error, plus Avg Time, 95 Pct High, and 95 Pct Low in seconds, so you can see exactly which step slows clients down.

When you compare the same week to last week, watch three numbers together.

1. Read Engagement starts, the Total Interactions including in transit.
2. Read Dropped from Engagement Insights, the leak in the funnel.
3. Read Completed (Decided) from Engagement Insights.
4. Check the math below; a mismatch means an integration is silently failing.
5. Open Logs to find the failing integration when the equation does not balance.

Two surfaces tell you the size of your risk book.

1. Open Compliance Hub, then Client Clear.
2. Read the profile-type tabs at the top for counts per profile type.
3. Read the RBA Score column to see how risky the book is at a glance.
4. To size a tier, open Clients from the side menu.
5. Filter by Risk Level (Low, Medium, High) for the live count at each tier.

The Clients table. Its columns come from the Client Profile mapping: Client ID, Email, Phone Number, Birth Date, Name, Time started, and Time Ended, plus KYC and AML status. Controls include Export, search, and Filters. So you can filter to a Risk Level, size that tier, and export the list for a review pack.

Two questions the board asks most: how fresh is our screening, and can we prove the process to the regulator. Both are answered inside the Compliance Hub.

1. Open Compliance Hub, then the Status sub-module.
2. Read the last update per list; the default refresh is every 6 hours.
3. For an audit trail, open Audit Hub and run the end of day export.
4. For a flagged client, open Clients and export the AML Screening History.

How a match is generated. The hub screens each entity across many watchlists, for example UsOfacSdn, InterpolRedNotice, and UkOfsiTargets. It uses Agentic AI name variations to catch aliases and transliterations, so a misspelled or transliterated name still matches. Each match record carries a Score, Name, Alias list, and Country. Read these to judge screening quality, not just freshness.

Prove the process. The Compliance Hub Export Report offers Export To CSV and Export To Excel. In Logs, the Audit Type splits into User Activities and System Audit, with Created, Activity Type, User Name, and Message columns plus Export. That log answers the board's "did anyone bypass the process" question directly.

Run the platform on a steady cadence. This table sets who does what and when.

Open Settings, then Billing Management. The top right card shows Your Usage with subscription type, Total Allowed, Total Consumed, Total Over, and a donut for percent consumed.

1. Open Settings, then Billing Management.
2. Read the Your Usage card: subscription type, Total Allowed, Total Consumed, Total Over.
3. Read the donut for percent consumed to judge quota burn at a glance.
4. Scroll to the invoice table for finance forecasting and renewal planning.

The invoice table at the bottom lists these columns.

When the business grows, these are the levers and who pulls them.

The DXP supports custom roles built from claims dragged into a role definition. The recommended starting roles for this audience are below. Your administrator can adjust the claims to match your operating model.

The terms behind the numbers on your Dashboard.