Action centre
The LYNKS Action centre consolidates all actions that require manual interaction from the user and forecast what actions will be required soon and later. Divided in specific sections, the interface displays pending actions to the user. By expanding the sections, the user can see more details on the objects that require his attention.
Selecting an object or a counter will result in a redirection to a pre-filtered table view page, where the user can see more details and choose to act on the objects.
The identified actions are split into sections by type and inside into status (for action) & the urgency. The sections are divided into: Payments, Counterparties and KYC screenings.
Payments
- Credit transfers waiting for authorisation
- Credit transfers waiting for manual transfer to the bank
- Standing orders waiting for authorisation
- Split into: urgency
- Overdue
Requested authorisation date = past - Due soon
Requested authorisation date from today to today + 7days - Due later
Requested authorisation date from today + 8days
- Overdue
Counterparties
- Counterparties waiting for authorisation
- Split into:
- With pending credit transfers
Counterparty status PENDING, created by other user, pending payments =yes - Without pending credit transfers
Counterparty status PENDING, created by other user, pending payments =no
- With pending credit transfers
KYC screenings
- Counterparties with pending screenings
- Split into: risk
- High risk
Screening status: pending review, Risk level: High - Medium risk
Screening status: pending review, Risk level: Medium - Low risk
Screening status: pending review, Risk level: Low - Unknown or unspecified risk
Screening status: pending review, Risk level: undefined & unknown
- High risk
Updated about 2 months ago