Dashboards and Reports

Core Banking facilitates user interaction with a series of in-built dashboards and reports. According to their specific destination, they aid the bank employees in their daily tasks, displaying important, up-to-date information on the statuses of different contracts, events, limits, needed approval tasks, generating reports or offering easy navigation through a button to record creation pages.

These dashboards can be accessed from the FintechOS Portal's Home page in accordance with each user's specific access rights.

The following dashboards and reports come along with your Core Banking package:

  • Contracts - displays a list of the contracts along with a pie-chart specifying the number of contracts in each business status, a list of contract approval requests and a button to access the Add Contract page.

  • Customer Limits - displays a list of the existing customer limit records, a list of the customer limit approval requests and a button for adding new customer limits.

  • Soon to Expire Overdrafts - displays a list of contracts based on current accounts with overdraft banking products whose overdraft functionality is about to expire.

  • Credit Facility Dashboard - displays a list of the credit facility records along with a pie-chart specifying the number of credit facilities in each business status, separate lists of credit facility approval requests, utilizations and utilizations approval requests, and a button to access the Create Credit Facility page.

  • Reports - contains links to a series of reports such as repayment notifications past due, collaterals in default, limits, closure of contracts, future installments or past due installments.

  • Records To Be Purged - displays the list of records in Draft status that are scheduled to be deleted at the current day's end, grouped on tabs specific for each transaction type: disbursement, early repayments, top-ups, early termination for deposits, loan contracts, payment holidays, reschedule overdue, withdraws, transfers, returned amount or goods, or agreements. Also displays tabs with agreement records in Draft status that are scheduled to be purged.

  • Third Party Agreements - displays a list of the third-party agreements created in the system along with a pie-chart specifying the number of agreements in each business status, and a button to access the Creating Agreements For Third-Parties page.

  • Loan Admin Officer Dashboard - focuses on improving users’ experience and productivity for users with the associated role of Loan Admin Officer in day-to-day tasks, displaying important notices, overview information about contracts, customers, collateral evaluations, credit facilities, third-party agreements, the user's upcoming tasks, calendar, as well as an integrated chat with colleagues.