{{ userInitials }}

{{ o.role }}

Ask or search — e.g. failed payments today ⌘K

AI Assistant

{{ welcomeLine }}

{{ dashSubline }}

Customise

{{ a.glyph }}{{ a.label }}

Customise dashboard

{{ dashLayoutNote }}

Restore default

Done

SHOWN — DRAG ORDER WITH THE ARROWS

{{ w.pos }}

{{ w.label }}

{{ w.desc }}

↑

↓

Hide

HIDDEN AND AVAILABLE

Every available widget is on the dashboard.

{{ w.label }}

{{ w.desc }}

{{ w.reason }}

Show

{{ k.glyph }}

{{ k.kicker }}

›

{{ k.value }}

{{ k.pct }}

{{ k.foot }}

Programme volume

Trailing 12 months · payments settled and customers onboarded · hover for values, click a month to open its payments

Payments

Onboarded

{{ a.label }}

{{ v.payLabel }}

{{ v.m }}

Programme health

Composite of settlement, service and onboarding · trailing 30 days

{{ healthScore }}

{{ h.k }}

{{ h.v }}

{{ healthInsight }}

Onboarding funnel

Applications carried through each stage · select a stage to open the pipeline

{{ s.label }} {{ s.reached }} {{ s.conv }}

{{ dashFunnelFoot }}

Programme change requests

Upgrades, downgrades and migrations awaiting a decision

{{ dashChangeCount }}

Every customer sits on a current programme version.

{{ c.name }}

{{ c.prg }} · {{ c.ver }}

{{ c.kind }}

{{ dashChangeMoreLabel }} →

Pending action centre Everything waiting on a Vyronix decision

{{ actionTotal }} items open

{{ q.label }} {{ q.n }}

⚠{{ queueGate }}

SME

REQUEST

PRIORITY

SUBMITTED

OFFICER

ACTIONS

{{ i.sme }}

{{ i.ref }}

{{ i.type }}

{{ i.priority }}

{{ i.when }}

{{ i.officer }}

{{ i.primaryLabel }}

Open

PORTFOLIO

Customers

{{ custIntro }}

Export CSV

Invite company

{{ k.k }}

{{ k.v }}

{{ k.foot }}

{{ t.label }} {{ t.n }}

{{ s.label }}

{{ r }} {{ r }}

{{ shownCount }}

CUSTOMER

TYPE

SECTOR AND MARKET

STATUS AND RISK

BALANCE

RELATIONSHIP MANAGER

{{ c.name }}

{{ c.id }} · {{ c.legal }}

{{ c.segment }}

{{ c.industry }}

{{ c.country }}

{{ c.status }}

{{ c.risk }} risk

{{ c.balance }}

{{ c.rm }}

← All customers

{{ cust.initials }}

{{ cust.name }}

{{ cust.status }} {{ cust.risk }} RISK ⏻ Debits blocked

{{ cust.legal }} · {{ cust.id }} · {{ cust.city }}, {{ cust.country }} · customer since {{ cust.since }}

AI summary

Secure message

{{ freezeLabel }}

BUSINESS INFORMATION

{{ f.k }} {{ f.v }}

ASSIGNED TEAM

{{ t.initials }}

{{ t.name }}

{{ t.role }}

Reassign

PRODUCTS ENABLED

{{ p.name }}

Click to enable or disable · changes are logged to the audit trail

{{ t.label }}

Product opportunities

Entitled by their programme, not yet taken up. Restrictions and your permissions are applied.

{{ adoption.headline }}

{{ adoption.note }}

{{ p.kind }} NOT YOURS TO RAISE

{{ p.title }}

{{ p.why }}

{{ p.gate }}

{{ p.cta }}

Dismiss

{{ s.kNice }}

{{ s.v }}

{{ s.foot }}

Recent movement

Last five transactions

{{ r.icon }}

{{ r.desc }}

{{ r.meta }}

{{ r.amount }}

{{ r.status }}

Open items

{{ cust.openCount }} need attention

{{ o.kind }}

{{ o.title }}

{{ o.meta }}

›

Business & multi-currency accounts

Statement

Open account

CURRENCY

IBAN / SORT

TYPE

STATUS

BALANCE

DAILY LIMIT

{{ a.ccy }}

{{ a.iban }}

{{ a.type }}

{{ a.status }}

{{ a.balance }}

{{ a.limit }}

Internal transfer

Adjust limits

Close account

Issued cards

Issue card

{{ c.holder }}

{{ c.pan }}

{{ c.form }}

{{ c.ccy }}

{{ c.status }}

{{ c.spend }} / {{ c.limit }}

{{ c.action }} PIN Replace

Personal details and identity checks

Identity checks {{ indivProfile.kyc }}

{{ indivProfile.note }}

PERSONAL DETAILS

{{ r.k }}

{{ r.v }}

EMPLOYMENT AND SOURCE OF FUNDS

{{ r.k }}

{{ r.v }}

KYC SCREENING

{{ r.k }}

{{ r.v }}

Directors, shareholders & ultimate beneficial owners

{{ p.initials }}

{{ p.name }}

{{ p.role }} · {{ p.holding }}

{{ ch.label }}

{{ p.meta }}

Document vault

Request document

DOCUMENT

CATEGORY

UPLOADED

EXPIRY

VERSION

{{ d.name }}

{{ d.cat }}

{{ d.uploaded }}

{{ d.expiry }}

{{ d.version }}

Compliance file

SCREENING RESULTS

{{ s.label }}

{{ s.meta }}

{{ s.result }}

RISK ASSESSMENT

{{ cust.riskScore }}

composite score · reviewed {{ cust.lastReview }}

{{ f.label }}{{ f.val }}

Start periodic review

Escalate to Risk

File SAR note

Support history

{{ t.id }}

{{ t.subject }}

{{ t.status }}

{{ t.owner }}

{{ t.updated }}

Programme configuration

{{ smeCfg.lineage }}

{{ smeCfg.dirtyLabel }}

Discard

{{ smeCfg.pubLabel }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

ASSIGNED PROGRAMME

{{ smeCfg.prgName }} {{ smeCfg.prgCode }} · {{ smeCfg.prgVer }} {{ smeCfg.prgMigration }}

Effective from {{ smeCfg.prgFrom }}

Open programme

EFFECTIVE CAPABILITIES — TRIBE ∩ BANK ∩ PROGRAMME ∩ SME

{{ c.label }} {{ c.v }}

{{ c.why }}

EFFECTIVE VALUES

{{ r.k }}

{{ r.v }}

SME-SPECIFIC RESTRICTIONS AND OVERRIDES

Add restriction

No SME-specific restrictions. This customer receives the programme defaults in full.

{{ o.label }} {{ o.def }} → {{ o.val }} {{ o.dir }}

{{ o.reason }}

APPLIED BY {{ o.by }} · {{ o.at }}

EFFECTIVE {{ o.eff }}

REVIEW {{ o.review }}

EXPIRY {{ o.exp }}

TEMPORARY

RESTRICTION HISTORY

{{ smeCfg.historyCount }} lifted

{{ h.label }} {{ h.val }} → {{ h.def }} LIFTED

{{ h.reason }}

Applied by {{ h.by }} · {{ h.at }} — lifted by {{ h.removedBy }} · {{ h.removedAt }} · programme default restored

PREVIEW SME EXPERIENCE

{{ r.role }}

{{ smeCfg.previewNote }}

NAVIGATION THEY SEE

{{ n.label }}

NOT AVAILABLE TO THEM

{{ n.label }}

{{ n.why }}

ACTIONS

{{ a.label }}

{{ a.v }}

ASSIGNED PROGRAMMES

{{ p.label }} DRAFT

{{ o }}

{{ p.hint }}

LIMITS FOR THIS CUSTOMER

{{ l.label }} DRAFT

{{ l.hint }}

MODULES ENABLED FOR THIS CUSTOMER {{ smeCfg.modSummary }}

{{ m.label }} DRAFT OFF AT PROGRAMME LEVEL

{{ m.meta }}

FORMS IN USE

{{ fm.label }}

{{ fm.meta }}

Open →

Forms are inherited from the programme. Edit them once in Programme Configuration rather than per customer.

CONFIGURATION HISTORY

{{ h.what }}

{{ h.who }} · {{ h.when }}

Activity timeline

{{ t.when }} · {{ t.who }}

{{ t.what }}

{{ t.detail }}

Internal notes

Save note

Create task

Tasks

{{ taskSummary }}

{{ t.tick }}

{{ t.title }}

{{ t.meta }}

{{ t.note }}

{{ t.priority }}

{{ n.who }} · {{ n.when }}

{{ n.text }}

CUSTOMER HEALTH

{{ cust.health }}

{{ cust.healthLabel }}

{{ h.k }}{{ h.v }}

PRICING PLAN

{{ cust.plan }}

{{ p.k }}{{ p.v }}

Edit pricing

← Back to programme management

{{ pmDetail.name }}

{{ pmDetail.kind }} {{ pmDetail.status }}

{{ pmDetail.id }} · {{ pmDetail.meta }}

Open customer workspace

Open programme

ASSIGNED PROGRAMME

{{ pmDetail.prgName }} {{ pmDetail.prgCode }} · {{ pmDetail.prgVer }} {{ pmDetail.migration }}

Effective from {{ pmDetail.since }}

Migrate to {{ pmDetail.prgLive }}

ACCESS CHANNELS

{{ ch.label }} {{ ch.v }}

{{ ch.desc }}

{{ ch.why }}

Change

Explain

BANKING API ACCESS

{{ pmDetail.api.status }}

Provision

Revoke

OUT OF POLICY

{{ pmDetail.api.drift.msg }}

{{ pmDetail.api.drift.fixLabel }}

{{ pmDetail.api.drift.revokeLabel }}

{{ r.k }}

{{ r.v }}

{{ pmDetail.api.emptyMsg }}

SCOPES · {{ pmDetail.api.programmeMax }}

This programme permits no API scopes. Enable the banking API on the programme to grant any.

{{ s.label }}

EFFECTIVE CONFIGURATION

{{ r.k }}

{{ r.v }}

CAPABILITIES — TRIBE ∩ BANK ∩ PROGRAMME ∩ CUSTOMER

{{ c.label }} {{ c.v }}

{{ c.why }}

CUSTOMER-SPECIFIC RESTRICTIONS

A restriction may only narrow the programme envelope. Removing one restores the programme default.

Add restriction

No restrictions. This customer receives the programme defaults in full.

{{ o.label }} {{ o.def }} → {{ o.val }} {{ o.dir }}

Remove

{{ o.reason }}

Approved by {{ o.by }} · {{ o.at }} · effective {{ o.eff }} · expiry {{ o.exp }}

MOVE TO ANOTHER PROGRAMME

Only published programmes for the same audience are eligible. Narrowing restrictions carry across.

{{ m.name }} {{ m.ver }}

{{ pmDetail.moveLabel }}

EFFECTIVE ACCESS BY ROLE

What each customer-side role actually receives under this programme and these restrictions.

{{ r.role }}

{{ pmDetail.roleNote }}

AVAILABLE TO THEM

{{ n.label }}

NOT AVAILABLE

{{ n.label }}

{{ n.why }}

ACTIONS

{{ a.label }}

{{ a.v }}

PROGRAMME HISTORY FOR THIS CUSTOMER

{{ h.when }}

{{ h.who }}

{{ h.what }}

{{ h.prev }} → {{ h.next }}

{{ pmFilterLine }}Clear filter

Open configuration centre

+ New programme

{{ a.label }} {{ a.n }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

Start here

{{ pmBandNote }}

✓

Nothing outstanding. Every customer sits on a live programme version, no restriction is due for review, and no programme is waiting to be published.

{{ a.n }}

{{ a.label }}

{{ a.body }}

{{ a.cta }} →

{{ g.band }}

{{ t.label }} {{ t.n }}

{{ pmViewCaption }}

Customer distribution by programme

{{ pmHealthSub }}

{{ pmDonut.total }}

{{ pmDonut.totalLabel }}

{{ s.name }} {{ s.pct }} {{ s.n }}

PROGRAMME

SMES

CUSTOMER DISTRIBUTION

MODULES

RESTRICTED

MIGRATIONS

NEXT REVIEW

{{ p.name }} {{ p.audience }}

{{ p.code }} · {{ p.version }} · {{ p.risk }}

{{ p.assigned }}

{{ p.share }} of book

{{ p.caps }}

{{ p.ovs }}

{{ p.mig }}

{{ p.review }}

Total

{{ pmHealthTotal.count }} live programmes

{{ pmHealthTotal.assigned }}

{{ pmHealthTotal.label }}

{{ pmHealthTotal.ovs }}

{{ pmHealthTotal.mig }}

{{ c.label }}

CUSTOMER

PROGRAMME

VERSION

SINCE

MODULES

RESTR.

MONTHLY LIMIT

MIGRATION

No customers match this view

Clear the search or programme filter.

{{ r.name }}

{{ r.kindLabel }} · {{ r.country }} · {{ r.risk }} risk

{{ r.prgName }}

{{ r.ver }}

{{ r.from }}

{{ r.caps }}

{{ r.ovs }}

{{ r.monthly }}

{{ r.mig }}

✓

Every customer is on a current programme version

No customer is awaiting a programme transition. Publishing a new version with a controlled transition will populate this queue.

{{ m.name }} {{ m.kindLabel }} {{ m.reason }}

Currently on {{ m.prgName }} {{ m.ver }}

{{ m.detail }}

Target: {{ m.targetName }}

Migrate now

Review impact

Defer 30 days

Restrictions in force

Every SME-specific narrowing held against a programme default, with its justification and review date. Click a row to open the customer.

CUSTOMER

TYPE

PROGRAMME

SETTING

DEFAULT → EFFECTIVE

REASON

REVIEW

No restrictions in force. Every customer receives its programme defaults in full.

{{ o.sme }}

{{ o.kindLabel }}

{{ o.prgName }}

{{ o.label }}

{{ o.def }} → {{ o.val }}

{{ o.reason }}

{{ o.exp }}

{{ g.kind }}

{{ g.desc }}

Edit in configuration

{{ r.prg }}

{{ r.v }}

{{ r.meta }}

Change history

Every programme creation, publish, limit change and programme transition, with previous and new value.

{{ v.when }}

{{ v.who }}

{{ v.what }}

{{ v.prev }} → {{ v.next }}

{{ v.label }}

+ Invite company

{{ col.stage }} {{ col.count }}

{{ a.company }}

{{ a.id }} · {{ a.country }}

{{ a.sector }} {{ a.flag }}

{{ a.initials }} {{ a.owner }} {{ a.age }}

REF

COMPANY

MARKET

SECTOR

STAGE

OWNER

DOCS

AGE

{{ a.id }}

{{ a.company }}

{{ a.country }}

{{ a.sector }}

{{ a.stage }}

{{ a.owner }}

{{ a.docs }}

{{ a.age }}

← {{ backLabel }}

{{ app.company }}

{{ app.stage }} {{ app.flowLabel }}

{{ app.id }} · {{ app.sector }} · {{ app.country }} · submitted {{ app.age }} ago via {{ app.source }} · owner {{ app.owner }}

Assign task

AI pre-check

Onboarding journey

What the customer has completed, what is outstanding, and what each step unlocks. This is the same journey the customer sees in their own portal.

{{ journey.pct }}

{{ journey.progress }}

NEXT REQUIRED ACTION

{{ journey.nextLabel }}

{{ journey.nextWhy }}

Owner: {{ journey.nextWho }} · {{ journey.nextDetail }}

Send reminder

Open support

{{ s.mark }}

{{ s.label }} {{ s.stateLabel }} {{ s.who }}

{{ s.detail }}

Why: {{ s.why }}

Unlocks: {{ s.unlocks }}

INVITATION

{{ appInvite.state }} {{ appInvite.meta }} SIMULATED

Copy magic link

Resend

Mark expired

Cancel

Issue new invitation

{{ appInvite.link }}

The link starts onboarding under the selected programme. It grants no banking access until activation is approved.

{{ l.when }}

{{ l.what }}

PROGRAMME RECOMMENDATION

Derived from the declared profile. The bank confirms — no programme is applied automatically.

Open activation review

DECLARED PROFILE

{{ r.k }}

{{ r.v }}

RECOMMENDED

{{ appRec.bestName }}

{{ appRec.bestCode }}

{{ w.label }}

ELIGIBLE PROGRAMMES — SELECT ONE

{{ e.tick }}

{{ e.name }} {{ e.code }} {{ e.ver }} BEST FIT

{{ e.why }}

NOT ELIGIBLE

{{ e.name }} {{ e.code }}

{{ e.why }}

SELECTED FOR ACTIVATION

{{ appRec.chosenName }}

{{ appRec.chosenSummary }}

Add restriction

{{ o.label }} {{ o.def }} → {{ o.val }}

{{ o.reason }} · {{ o.by }}

{{ s.n }}

{{ s.label }}

{{ s.meta }}

Document viewer

{{ d }}

{{ docChoice }}
[ scanned document preview ]

Rotate

Download

Compare version

OCR EXTRACTION

{{ o.k }} {{ o.v }}

Fields in amber did not match the registry record — verify manually.

SCREENING

{{ s.label }} {{ s.result }}

REVIEW CHECKLIST

{{ c.mark }}

{{ c.label }}

{{ c.meta }}

{{ app.checkProgress }}

CASE TASKS

{{ caseTaskSummary }}

{{ t.tick }}

{{ t.what }}

{{ t.meta }}

{{ t.priority }}

DOCUMENTS

rejected versions stay in the record

{{ d.name }} {{ d.status }}

{{ d.meta }}

Accept Reject {{ d.vlabel }}

{{ h.v }} {{ h.status }} {{ h.link }}

{{ h.file }} · {{ h.size }} · {{ h.by }} · {{ h.at }}

{{ h.decided }}

{{ h.reason }}

DECISION AUTHORITY

{{ app.auth.model }}

{{ app.auth.desc }}

Set on {{ app.auth.programme }} · governance decision remains open

{{ app.auth.youLine }}

{{ app.auth.jointLine }}

{{ c.k }} {{ c.v }}

RECOMMENDATIONS

{{ r.what }}

{{ r.by }} · {{ r.at }}

DECISION

Recommend approval

Recommend rejection

Approve

Reject

Request documents

Escalate

{{ appErr }}

{{ app.roleNote }}

CASE ACTIVITY

{{ t.when }} · {{ t.who }}

{{ t.what }}

↧ Claim next case

{{ k.k }}

{{ k.v }}

{{ k.foot }}

CASE

SUBJECT

TYPE

STAGE

FINDINGS

REVIEWER

SLA

{{ c.id }}

{{ c.company }}

{{ c.type }}

{{ c.stage }}

{{ c.finding }}

{{ c.owner }}

CLAIMED BY YOU

{{ c.sla }}

Add payee

Bulk file upload

Approval queue ({{ approvalCount }})

{{ t.label }} {{ t.n }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

{{ t.k }}

{{ t.v }}

{{ t.sum }}

{{ t.hint }}

{{ g.label }} {{ o.label }}

{{ payActiveFilters }}

{{ v.label }}

Customise filters

{{ f.label }}

{{ payCount }}

Clear filters

Auto-refreshing · last event 09:41:22

REFERENCE

CUSTOMER

TYPE · RAIL

COUNTERPARTY

AMOUNT

STATUS

RISK

ACTION

No payments match this view

Clear the filters to see the whole ledger.

{{ p.id }}

{{ p.customer }}

{{ p.kind }}

{{ p.rail }}

{{ p.bene }}

{{ p.flow }}

{{ p.signed }}

{{ p.status }}

{{ p.risk }}

{{ p.when }} Cancel

← All payees

PAYEE RECORD · {{ payeeDetail.id }}

{{ payeeDetail.status }} {{ payeeDetail.screened }}

{{ payeeDetail.name }}

{{ payeeDetail.customer }} →

{{ a.label }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

PAYEE DETAIL

{{ r.k }}

{{ r.v }}

GOVERNANCE AND SCREENING

{{ r.k }}

{{ r.v }}

Payment history

Every payment to this payee. Live records open in the ledger; archived ones are held in the payment warehouse.

REFERENCE

PURPOSE

RAIL

DATE

AMOUNT

STATUS

No payments have been made to this payee yet.

{{ r.id }}

{{ r.ref }}

{{ r.rail }}

{{ r.when }}

{{ r.amount }}

{{ r.status }}

Payees

{{ benefCount }} · a payee must be approved before its first payment

+ Add payee

PAYEE

CUSTOMER

ACCOUNT

RAIL

PAID TO DATE

STATUS

ACTIONS

{{ b.name }}

{{ b.country }} · {{ b.id }}

{{ b.customer }}

{{ b.account }}

{{ b.rail }}

{{ b.totalPaid }}

{{ b.payCount }}

{{ b.status }}

Approve

Reject

Unblock

Remove

Block

Uploaded batches

Upload another file

{{ b.file }}

{{ b.by }} · {{ b.uploaded }}

{{ b.customer }}

{{ b.rail }}

{{ b.count }}

{{ b.total }}

{{ b.held }} held for approval

Payment approvals

{{ payApprovalSummary }} · anything at or above £100,000 needs two operators

REFERENCE

CUSTOMER

COUNTERPARTY

RAIL

AMOUNT

STATE

DECISION

{{ p.id }}

{{ p.customer }}

{{ p.bene }}

{{ p.rail }}

{{ p.amount }}

{{ p.state }}

1st: {{ p.firstBy }}

{{ p.releaseLabel }}

Decline

Cancel

← Payments

{{ payDetail.id }} {{ payDetail.status }}

Open customer

{{ payDetail.kind }} {{ payDetail.customer }} · {{ payDetail.rail }}

{{ payDetail.signed }}

to {{ payDetail.bene }}

{{ payDetail.risk }} risk

PAYEE ACCOUNT

{{ payDetail.benAccount }}

COUNTRY

{{ payDetail.benCountry }}

PAID TO DATE

{{ payDetail.payeePaid }}

PAYEE STATUS

{{ payDetail.benStatus }}

SOURCE ACCOUNT

{{ payDetail.src }}

DESTINATION

{{ payDetail.dst }}

FEE

{{ payDetail.fee }}

FX {{ payDetail.fx }}

WHY THIS PAYMENT DID NOT COMPLETE

{{ payDetail.dec.mode }}

{{ payDetail.dec.headline }}

DECIDED BY

{{ payDetail.dec.by }}

RULE OR CHECK

{{ payDetail.dec.rule }}

REASON

{{ payDetail.dec.reason }}

NEXT ACTION

{{ payDetail.dec.next }}

Release checks

{{ payDetail.rule }}

{{ c.glyph }}

{{ c.k }}

{{ c.v }}

Payment timeline

{{ t.what }}

{{ t.when }} · {{ t.who }}

DECISION

First approval by {{ payDetail.firstBy }}. A different operator must countersign.

{{ payDetail.relLabel }}

Cancel payment

DOCUMENTS

{{ d.label }}

{{ d.desc }}

Decline

Investigate

{{ payDetail.roleNote }}

{{ t.label }} {{ t.n }}

Reporting

Every report reads live portal data. Open one to sort, filter and drill through to the underlying record, then export or schedule it. Delivery is simulated in this environment.

Open the report library

{{ g.cat }}

{{ d.name }}

{{ d.count }}

{{ d.desc }}

← Report library

{{ anRunner.cat }}

{{ anRunner.name }}

{{ anRunner.count }}

{{ anRunner.desc }}

{{ p.label }}

{{ p.label }}

CSV

Excel

PDF

Schedule

{{ c.label }}{{ c.arrow }}

{{ anRunner.emptyTitle }}

{{ anRunner.emptyBody }}

{{ c.v }}

Custom report builder

Build a report against any data domain without raising a support ticket. Pick a domain, choose your columns, filter, preview, then save, export or schedule it.

{{ rptSensNote }}

1 · DATA DOMAIN

{{ d.label }} {{ d.n }}

{{ d.desc }}

2 · FIELDS — {{ rptDomainLabel }}

Click to include or remove. Sensitive fields are marked.

{{ f.mark }}{{ f.label }} SENS

3 · COLUMN ORDER

Left to right as they appear in the export.

{{ c.n }} {{ c.label }} SENS ↑ ↓ ×

4 · FILTERS

Every filter must match. {{ rptCount }} returned.

Add filter

No filters — the report returns every row in the domain.

{{ f.label }} {{ f.op }} {{ f.value }} ×

5 · PREVIEW, SAVE AND DELIVER

{{ rptCount }} · {{ rptDomainLabel }}

{{ rptPreviewLabel }}

Save report

Schedule

Export

{{ h.label }}

No rows match these filters

Remove a filter or widen a value to return results.

{{ c.v }}

{{ rptMore }}

SAVED REPORTS

Definitions, not snapshots — re-running picks up current data.

No saved reports yet

Build a report above and save it to re-run or schedule it.

{{ r.name }}

{{ r.meta }}

Scheduled — {{ r.sched }}

Re-run

×

Export register

Every report run, who ran it and in what format. Retained for the audit trail.

Nothing exported yet

Open a report and export it — the run will be recorded here.

Open the report library

{{ r.id }}

{{ r.name }}

{{ r.fmt }}

{{ r.period }}

{{ r.scope }}

{{ r.rows }}

Run again

Download

← Managed portfolio

{{ rel.initials }}

{{ rel.name }}

{{ rel.industry }} · {{ rel.country }} · managed by {{ rel.rm }}

Open customer

OPPORTUNITY

{{ rel.stage }}

Edit

{{ rel.oppLabel }}

{{ s.label }}

Move to {{ rel.nextStage }}

Closed won

Closed lost

WHAT CLOSED IT

{{ rel.wonReason }}

WHY IT WAS LOST

{{ rel.lostReason }}

COVERAGE

Set support contact

Relationship manager

{{ rel.rm }}

Owns the commercial relationship

Support contact

{{ rel.support }}

Day-to-day service issues

Quarterly review

{{ rel.qrLabel }}

Record review

Last {{ rel.qrLast }} by {{ rel.qrBy }} · next {{ rel.qrNext }}

{{ rel.qrOutcome }}

NOTES

internal only — not customer-visible

Add note

{{ n.tag }} {{ n.by }} · {{ n.at }}

{{ n.text }}

ACTIVITY HISTORY

{{ h.when }}

{{ h.what }}

{{ h.who }}

RELATIONSHIP HEALTH

{{ rel.health }}

of 100

Segment

{{ rel.segment }}

Plan

{{ rel.plan }}

NEXT ACTION

{{ rel.nextAction }}

Due {{ rel.due }} · {{ rel.rm }}

Set the next action

Log an activity

Reassign coverage

← Case queue

{{ kase.type }} · {{ kase.id }}

{{ kase.severity }} {{ kase.stateLabel }}

{{ kase.alert }}

{{ kase.customer }} · owner {{ kase.owner }} · open {{ kase.age }}

CASE EVIDENCE

{{ r.k }}

{{ r.v }}

CASE HISTORY

{{ h.when }}

{{ h.what }}

{{ h.who }}

DISPOSITION

{{ kase.roleNote }}

Investigation finding

{{ caseErrVal }}

Close — no further action

Close — remediated

Request information

Escalate to the MLRO

File a SAR

Reassign the case

This case is {{ kase.stateLabel }}.

Reopen the case

← Ticket queue

SUPPORT TICKET · {{ ticket.id }}

{{ ticketStatus }} {{ ticket.priority }} priority

{{ ticket.subject }}

{{ ticket.customer }} · owner {{ ticket.owner }}

CONVERSATION

{{ m.who }} · {{ m.when }}

{{ m.text }}

REPLY

Send reply

MACROS

{{ m.label }}

RESOLUTION

Resolve the ticket

Escalate

{{ k.k }}

{{ k.v }}

{{ k.foot }}

Managed portfolio

Coverage, opportunity pipeline and the next action on each relationship.

New relationship

CUSTOMER

MANAGER

OPPORTUNITY

STAGE

HEALTH

SEGMENT

NEXT ACTION

{{ r.name }}

{{ r.industry }} · {{ r.country }}

{{ r.rm }}

{{ r.oppLabel }}

{{ r.stage }}

{{ r.health }}

{{ r.segment }}

{{ r.nextAction }}

{{ r.due }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

Ticket queue

{{ supportCount }} · select a ticket to reply, escalate or resolve it.

New ticket

TICKET

SUBJECT

CUSTOMER

PRIORITY

OWNER

STATUS

{{ t.id }}

{{ t.subject }}

{{ t.customer }}

{{ t.priority }}

{{ t.owner }}

{{ t.status }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

{{ t.label }}

Invite a colleague

NAME

EMAIL

ROLE

MFA

STATUS

ACTIONS

{{ s.name }}

{{ s.modules }} modules

{{ s.email }}

{{ s.role }}

{{ s.mfa }}

{{ s.status }}

Role

MFA

Suspend

Reactivate

ROLE

MODULES

ACCESS

{{ r.role }}

{{ r.count }}

{{ r.list }}

ACCESS CHANGE LOG

{{ l.when }}

{{ l.what }}

{{ l.who }}

{{ gen.kicker }}

{{ gen.desc }}

{{ gen.action }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

{{ gen.title }}

{{ gen.count }}

{{ gen.filterLabel }} {{ o.label }}

{{ v.label }}

Customise columns

{{ r.title }}

{{ r.sub }}

{{ r.chip }}

{{ d.k }} {{ d.v }}

{{ c.label }}

Nothing in this view

Clear the filter to see every record.

{{ c.v }}

{{ c.v }}

{{ c.sub }}

{{ s.title }}

{{ i.k }}

{{ i.meta }}

{{ i.v }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

{{ t.label }} {{ t.n }}

Request IBAN

+ Open account

{{ k.k }}

{{ k.v }}

{{ k.foot }}

Balance by currency

{{ acctOverview.note }}

BASE {{ o.label }}

Exchange

Open account

CURRENCY

ACCOUNTS

TOTAL

AVAILABLE

RESERVED

SHARE

{{ c.ccy }}

{{ c.accounts }}

{{ c.total }}

{{ c.avail }}

{{ c.res }}

{{ c.pct }}

Exchange currency

Rates shown before you request a quote are indicative. Nothing is dealt until you request an executable quote and confirm it inside its validity window.

{{ fx.gateNote }}

FROM {{ o.label }} TO {{ o.label }}

{{ m.label }}

{{ fx.amountLabel }} {{ fx.amountCcy }}

{{ fx.indic }}

{{ fx.err }}

Get quote

EXECUTABLE QUOTE

{{ fx.quote.id }}

{{ fx.quote.left }}s

YOU SELL

{{ fx.quote.sell }}

→

YOU RECEIVE

{{ fx.quote.recv }}

Rate{{ fx.quote.rate }}

Inverse{{ fx.quote.inv }}

Fee{{ fx.quote.fee }}

{{ fx.quote.feeNote }} {{ fx.quote.settle }}

Confirm exchange

QUOTE EXPIRED

That rate is no longer available and cannot be executed. Your accounts and amount are still selected — request a new quote to deal at the current rate.

Get a new quote

Exchange history

Every deal with the quote it was executed against. Repeating a deal always requires a fresh quote — a historical rate is never reused.

REFERENCE

WHEN

PAIR

SOLD

RECEIVED

RATE

STATUS

{{ h.id }}

{{ h.quote }}

{{ h.when }}

{{ h.pair }}

{{ h.sell }}

{{ h.recv }}

{{ h.rate }}

{{ h.status }}

Internal accounts

A currency ledger. An account may exist without an IBAN — it simply cannot receive funds from outside until one is linked.

{{ v.label }}

{{ a.cust }}

{{ a.ccy }} · {{ a.purpose }}

{{ a.status }}

{{ a.balance }}

{{ a.ibans }}

{{ a.eligible }}

CUSTOMER

CCY

PURPOSE

BALANCE

LINKED IBAN

STATUS

{{ a.cust }}

{{ a.id }}

{{ a.ccy }}

{{ a.purpose }}

{{ a.balance }}

{{ a.ibans }}

{{ a.eligible }}

{{ a.status }}

IBANs

The external receiving address. A single-currency IBAN fronts one account; a multi-currency IBAN fronts several, one per currency.

{{ v.label }}

{{ i.cust }}

{{ i.mode }}

{{ i.status }}

{{ i.value }}

{{ i.eligible }}

{{ i.accts }}

{{ i.ccyCount }} · {{ i.cards }}

Add currency

IBAN

CUSTOMER

MODE

LINKED ACCOUNTS

CARDS

STATUS

{{ i.value }}

{{ i.eligible }}

{{ i.cust }}

{{ i.mode }}

{{ i.accts }}

{{ i.ccyCount }}

{{ i.cards }}

{{ i.status }} Add currency

Linkage rules by programme

Set by the bank and enforced in every selector. A customer cannot override these — an ineligible account or IBAN is not offered at all.

{{ r.prg }} {{ r.code }}

ACCOUNT TO IBAN

{{ r.acct }}

IBAN TO CARD

{{ r.card }}

{{ r.note }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

Account requests

{{ reqQueueCount }} · opening an account needs two operators. Select a request to review its checks and decide.

{{ f.label }}

REFERENCE

CUSTOMER

CCY

TYPE

LIMIT

STAGE

SLA

{{ r.id }}

{{ r.company }}

{{ r.requester }}

{{ r.ccy }}

{{ r.type }}

{{ r.limit }}

{{ r.stage }}

{{ r.sla }}

← Account requests

ACCOUNT REQUEST · {{ req.id }}

{{ req.stage }} {{ req.risk }} risk

{{ req.company }}

Raised by {{ req.requester }} · {{ req.raised }} · SLA {{ req.sla }}

ELIGIBILITY CHECKS

{{ req.clear }} of {{ req.total }} clear

{{ c.glyph }}

{{ c.k }}

{{ c.v }}

APPROVAL CHAIN

{{ s.tick }}

{{ s.label }}

{{ s.who }}

DECISION

Currency

{{ o }}

Account type

{{ o }}

Approved limit

Decision note

{{ reqErr }}

{{ req.decidedLabel }}

Reopen for review

Approve — first of two

Request information

Reject

First approval by {{ req.firstBy }}

Countersign and open the account

Reject

You gave the first approval, so a different operator must countersign. Switch role to continue the demonstration.

Account opening is simulated. No IBAN is issued with a real institution.

{{ k.k }}

{{ k.v }}

{{ k.foot }}

{{ t.label }} {{ t.n }}

Bulk issuance

+ Issue card

{{ cardCount }}

{{ v.label }}

Clear filters

Customise filters

{{ g.label }} {{ o.label }}

{{ cardActiveFilters }}

CARDHOLDER

SME

PRODUCT / SCHEME

FORM / ORDERED BY

LINKED ACCOUNT

STATUS

LIMIT / AVAILABLE

LAST TRANSACTION

No cards match this view

Clear the search or filters to see the whole estate.

{{ c.holder }}

{{ c.customer }}

{{ c.status }}

{{ c.pan }}

{{ c.product }} · {{ c.form }} · {{ c.ccy }}

{{ c.avail }} of {{ c.limit }}

{{ c.att }}

{{ c.holder }}

{{ c.pan }} · {{ c.ccy }}

{{ c.customer }}

{{ c.role }}

{{ c.product }}

{{ c.scheme }}

{{ c.form }} · {{ c.kind }}

{{ c.origin }}

{{ c.acct }}

{{ c.status }}

{{ c.avail }} of {{ c.limit }}

{{ c.last }}

{{ c.att }}

Card transactions

Authorisation through settlement. Select a transaction for its full lifecycle. All amounts are simulated.

{{ c.label }}

MERCHANT

CARDHOLDER

DATE AND TIME

AUTHORISED

CLEARED

RESERVED

STATUS

No transactions in this state.

{{ t.merchant }}

{{ t.mcc }}

{{ t.holder }}

{{ t.pan }}

{{ t.at }}

{{ t.auth }}

{{ t.cleared }}

{{ t.reserved }}

{{ t.status }}

Exception queue

Cards and transactions needing operational attention. Each row opens the affected record.

Nothing outstanding

Every card in the estate is in a settled state.

{{ e.sev }} {{ e.kind }} {{ e.ref }}

{{ e.detail }}

{{ e.customer }}

{{ e.action }} →

← Card portfolio

{{ cardDetail.product }} · {{ cardDetail.form }}

{{ cardDetail.status }} {{ cardDetail.att }}

{{ cardDetail.holder }}

{{ cardDetail.pan }}

{{ cardDetail.customer }} · expires {{ cardDetail.expiry }}

Full card details are never displayed. Masked number only, per PCI scope.

{{ a.label }}

{{ t.label }}

CARD, CARDHOLDER AND ACCOUNT

{{ r.k }}

{{ r.v }}

CARD FACE

VYRONIX

{{ cardDetail.form }}

{{ cardDetail.pan }}

{{ cardDetail.art.emboss }}

{{ cardDetail.expiry }}

{{ cardDetail.art.design }} · {{ cardDetail.art.scheme }}

LIMITS AND AVAILABLE SPEND

{{ l.k }}

{{ l.v }}

{{ l.foot }}

DELIVERY AND ACTIVATION

{{ s.label }}

{{ cardDetail.deliv.detail }}

PROGRAMME CEILING

{{ cardDetail.ceilingNote }}

PERMITTED CHANNELS AND CONTROLS

{{ c.label }}

{{ c.meta }}

{{ cardDetail.controlNote }}

MERCHANT

DATE AND TIME

AUTHORISED

CLEARED

STATUS

No transactions on this card yet.

{{ t.merchant }}

{{ t.mcc }}

{{ t.at }}

{{ t.auth }}

{{ t.cleared }}

{{ t.status }}

LIFECYCLE AND AUDIT HISTORY

{{ h.when }}

{{ h.what }}

{{ h.delta }}

{{ h.who }}

← {{ txnDetail.backLabel }}

{{ txnDetail.id }} · {{ txnDetail.channel }}

{{ txnDetail.status }} SIMULATED

{{ txnDetail.merchant }}

{{ txnDetail.authBig }}

{{ txnDetail.mcc }} · {{ txnDetail.country }} · {{ txnDetail.at }}

Open card

{{ a.k }}

{{ a.v }}

{{ a.foot }}

CARD, SME AND ACCOUNT

{{ r.k }}

{{ r.v }}

LIFECYCLE TIMELINE

{{ s.k }} {{ s.v }} {{ s.t }}

{{ s.d }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

{{ t.label }} {{ t.n }}

+ New pricing plan

{{ c.label }}

{{ prodCount }} · select one for its full record

PRODUCT

ADOPTION

STATUS

STANDARD FEE

MRR

OWNER

{{ p.name }}

{{ p.adoption }}

{{ p.status }}

{{ p.fee }}

{{ p.mrr }}

{{ p.owner }}

Pricing plans

Each plan prices one programme, bundles several, or sells a chosen set of modules. Select a plan for what it includes.

PLAN

BASIS

AUDIENCE

COVERAGE

FEE

FX

CUSTOMERS

STATUS

{{ p.name }}

{{ p.code }}

{{ p.basis }}

{{ p.aud }}

{{ p.prgs }}

{{ p.fee }}

{{ p.fx }}

{{ p.customers }}

{{ p.status }}

Fee schedule

Per-action pricing for every chargeable event. Fees may be fixed, a percentage, both, or banded by value, with minimums and caps. Programme, currency and negotiated customer rates override the standard rate.

{{ c.label }}

CHARGEABLE EVENT

CATEGORY

FEE TYPE

RATE

BOUNDS

RATES

{{ e.ev }}

{{ e.id }}

{{ e.cat }}

{{ e.type }}

{{ e.price }}

{{ e.bounds }}

{{ e.ovs }}

← Fee schedule

{{ feeDetail.cat }} · {{ feeDetail.id }}

{{ feeDetail.ev }}

{{ feeDetail.price }} {{ feeDetail.bounds }}

{{ feeDetail.note }}

Add negotiated rate

Edit fee

FEE STRUCTURE

{{ r.k }}

{{ r.v }}

BANDS

{{ t.band }}

{{ t.v }}

WHAT THE CUSTOMER PAYS

Worked against sample transaction values, with the minimum and cap applied.

{{ w.on }}

{{ w.out }}

{{ w.why }}

OVERRIDES

Standard rate applies to every programme and customer.

{{ o.scope }} {{ o.on }}

{{ o.v }}

Module pricing

The à-la-carte rate a customer pays for a single module outside a plan, with the card ceilings that come with it.

MODULE

CATEGORY

RATE

SETUP

MIN

CARD CEILING

{{ m.name }} {{ m.scope }}

{{ m.cat }}

{{ m.price }}

{{ m.setup }}

{{ m.min }}

{{ m.cardNote }}

← All products

{{ prodDetail.cat }}

{{ prodDetail.name }}

{{ prodDetail.status }}

{{ prodDetail.desc }}

Module pricing

Edit product

COMMERCIAL DETAIL

{{ r.k }}

{{ r.v }}

CARD LIMITS ON THIS PRODUCT

{{ r.k }}

{{ r.v }}

ON THESE PLANS

{{ p.name }}

{{ p.fee }}

{{ p.customers }}

PROGRAMMES THAT ENABLE IT

{{ prodDetail.prgNote }}

No programme enables this product. It is sold outside the programme model, priced per deal.

{{ g.name }}

{{ g.code }}

{{ g.version }}

{{ g.status }}

{{ g.assigned }} SMEs

← All pricing plans

{{ planDetail.basis }} PLAN

{{ planDetail.name }}

{{ planDetail.code }} {{ planDetail.status }}

{{ planDetail.incl }}

{{ planDetail.publishLabel }}

COMMERCIAL TERMS

{{ r.k }}

{{ r.v }}

WHAT THE CUSTOMER GETS

{{ c.label }}

{{ c.v }}

{{ planDetail.buildLine }}

{{ planDetail.prgHead }}

{{ m.name }}

{{ m.cat }}

{{ m.price }}

{{ m.cards }}

{{ g.name }}

{{ g.code }}

{{ g.version }}

{{ g.mods }}

{{ g.ccy }} · {{ g.cards }}

← All modules

{{ modDetail.cat }} MODULE

X06 · NOT CURRENT SCOPE

{{ modDetail.name }}

{{ modDetail.price }}

{{ modDetail.desc }}

Edit pricing

RATE CARD

{{ r.k }}

{{ r.v }}

CARD LIMITS FOR THIS MODULE ALONE

{{ r.k }}

{{ r.v }}

{{ modDetail.cardNote }}

PROGRAMMES THAT ENABLE IT

No programme currently enables this module, so it can only be sold à la carte.

{{ g.name }}

{{ g.version }}

{{ g.assigned }} SMEs

Policy

Whitelist wallet

+ Enable customer

Disable module

{{ t.label }} {{ t.n }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

CUSTOMER WALLET

ASSET

BALANCE

VALUE (GBP)

MONITORING

ACTIONS

{{ w.customer }}

{{ w.address }}

{{ w.asset }}

{{ w.balance }}

{{ w.value }}

{{ w.status }}

Approve

Enhance

Standard

Freeze

Unfreeze

Recent crypto activity

Buys, sells, swaps and withdrawals across enabled customers

{{ a.what }}

{{ a.meta }}

{{ a.amount }}

Chain analytics flags

Every counterparty is screened. Flags must be cleared or escalated before the wallet trades again.

⚠{{ cryptoGate }}

{{ f.severity }} {{ f.state }}

{{ f.title }}

{{ f.meta }} · exposure {{ f.exposure }}

Clear

Escalate to MLRO

Freeze wallet

Programme policy

Applied to every crypto-enabled customer · owned by Risk and Compliance

Edit policy

{{ p.k }}

{{ p.meta }}

{{ p.v }}

Open assistant

Ask

{{ p.label }}

“{{ aiResult.question }}”

{{ aiResult.headline }}

✕

{{ aiResult.summary }}

{{ r.k }}

{{ r.meta }}

{{ r.v }}

›

Answered {{ aiResult.at }} for {{ aiResult.by }} · grounded in live portfolio data

{{ aiResult.cta.label }}

{{ t.kicker }}

{{ t.title }}

{{ t.desc }}

Today's generated insights

{{ i.tag }}

{{ i.title }}

{{ i.meta }}

{{ i.action }}

{{ cfgIntro }}

{{ cfgAnyDraft }}

{{ t.label }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

Programmes

Reusable configuration templates. Every SME is assigned to exactly one programme and version.

Create programme

{{ c.label }}

PROGRAMME

MARKET

STATUS

VERSION

SMES

LAST UPDATED

No programmes match this view

Clear the search or status filter to see all five programmes.

{{ p.name }}

{{ p.code }} · {{ p.mods }}

{{ p.market }}

{{ p.custType }}

{{ p.status }}

{{ p.version }}

{{ p.assigned }}

{{ p.updated }}

{{ p.publishLabel }}

Duplicate

Deactivate

←All programmes

{{ prgDetail.name }}

{{ prgDetail.code }} · {{ prgDetail.version }}

{{ prgDetail.desc }}

×

{{ t.label }}

{{ prgWs.dirtyLine }}

Discard

Publish {{ prgWs.nextVer }}

Product modules

{{ prgWs.modsOn }}

Disabling a module removes it from customer navigation, blocks its route, hides its controls and makes its permissions unassignable.

{{ m.label }} DRAFT

{{ m.note }}

Account programme

The account product every customer on this programme receives, and the ceiling they may order within.

ACCOUNT PRODUCT NAME

SUPPORTED CURRENCIES — CLICK TO TOGGLE, "SET BASE" TO CHANGE THE BASE

{{ c.label }} BASE

set base

Base currency is configurable per programme, never hard-coded — recorded as an open decision.

{{ r.k }}

{{ r.state }}

MAXIMUM ACCOUNTS PER CUSTOMER

Card programme

Form factors, ceilings and issuance authority. A customer grant may narrow these, never widen them.

The Cards module is disabled on this programme, so none of the settings below reach customers. Enable Cards under Modules first.

{{ r.k }}

{{ r.state }}

{{ n.k }}

ISSUANCE AUTHORITY

{{ o.label }}

{{ prgWs.fundingNote }}

Payment policy and limits

Ceilings and the approval path every payment on this programme is measured against.

{{ n.k }}

Live value {{ n.live }}

APPROVAL PATH

{{ t.band }}

{{ t.approvers }}

DRAFT

Edit

{{ prgWs.intlNote }}

Digital assets

X06 · NOT CURRENT SCOPE SIMULATED

{{ prgWs.daNote }}

{{ prgWs.daState }}

SUB-CAPABILITIES

{{ prgWs.daSubsOn }}

Only what is switched on here is available. The parent module implies nothing on its own.

{{ s.label }}

{{ s.tag }} {{ s.state }}

{{ s.desc }}

PERMITTED ASSETS

{{ a.label }}

CUSTODY MODEL

{{ c.tick }} {{ c.label }}

LIMITS

{{ r.label }}

{{ r.display }}

Edit

WHICH SME ROLES MAY VIEW AND TRANSACT

Transacting always implies view. Removing view from a transacting role is refused.

{{ r.role }}

{{ r.viewLabel }}

{{ r.tradeLabel }}

Fee group

The pricing plan customers on this programme are billed against.

{{ o.label }}

Onboarding checklist and forms

Add document

What an applicant must supply before this programme can be approved. Each programme carries its own list.

OWNERSHIP DISCLOSURE THRESHOLD (%)

Anyone owning at least this share must be identified as an ultimate beneficial owner (UBO).

{{ d.label }}

Remove

Version history

{{ prgWs.assignedNote }}

{{ h.when }}

{{ h.what }}

{{ h.prev }} → {{ h.next }}

WHO THIS PROGRAMME IS FOR

{{ r.k }}

{{ r.v }}

PRODUCT MODULES

{{ c.label }} {{ c.v }}

ACCOUNT PROGRAMME

{{ r.k }}

{{ r.v }}

CARD PROGRAMME

{{ r.k }}

{{ r.v }}

PAYMENT AND APPROVAL POLICY

{{ r.k }}

{{ r.v }}

ACCESS CHANNELS

{{ ch.label }} {{ ch.v }}

{{ ch.desc }}

{{ ch.action }}

BANKING API — PROGRAMME CEILING

Edit scopes

{{ prgDetail.apiCount }} · {{ prgDetail.apiRate }}. A customer grant may narrow this, never widen it.

{{ s.label }}

ONBOARDING POLICY

{{ prgDetail.uboLine }}

{{ d.label }}

SME USER ROLES AVAILABLE

{{ r.role }}

{{ r.mods }}

{{ r.note }}

ASSIGNED SMES

{{ prgDetail.smeCount }} in this demo dataset

No SMEs are assigned to this programme yet. Publishing it makes it selectable during onboarding.

{{ s.name }}

{{ s.ver }}

From {{ s.from }}

{{ s.ov }}

{{ s.mig }}

Change history

Every programme creation, configuration publish, limit change, assignment and programme transition across all programmes, with previous and new value.

WHEN AND WHO

CHANGE

PREVIOUS → NEW

No programme changes recorded in this session. Publish a programme change to see it here.

{{ h.when }}

{{ h.what }}

{{ h.prev }} → {{ h.next }}

Bank-wide settings. Each panel saves as you change it and writes to the audit trail — programme-specific configuration lives in Programme Configuration instead.

{{ t.label }}

Role templates and permission editor

{{ roleEditorMeta }}

+ New custom role

ROLES

{{ rolePagerLabel }}

‹

›

{{ r.role }} {{ r.kind }}

{{ r.meta }}

Duplicate

Delete

EFFECTIVE PERMISSIONS — {{ eff.role }}

{{ eff.summary }}

{{ x.k }}

{{ x.v }}

ACTIONS GRANTED

{{ a.mark }}{{ a.label }}

MODULES REACHABLE — {{ eff.modCount }}

{{ m }}

DENIED — {{ eff.deniedCount }}

{{ m }}

{{ eff.foot }}

Permission matrix

{{ matrixMeta }}

ROLE

{{ c }}

{{ r.role }}

{{ c.mark }}

{{ s.label }}

{{ s.desc }}

EDITING

{{ s.reach }}

Branding

{{ brandScopeSub }}

{{ brandDirtyLabel }}

Reset

Publish theme

LOGO

{{ brandFields.logo }}

Upload logo

SVG or PNG, 512px minimum. The mark falls back to the first letter of the product name.

PRODUCT NAME

PORTAL KICKER

CUSTOM DOMAIN

TYPEFACE

{{ o }}

ACCENT COLOUR

{{ s.tick }}

{{ s.n }}

LIVE PREVIEW

{{ brandFields.logo }}

{{ brandFields.name }}

{{ brandFields.kicker }}

◈Dashboard

⬡Customers

⇄Payments

Dashboard

Create SME

Total customers

{{ custTotal }}

4.2%

In review

23

6 cleared

Programme health

{{ brandFields.domain }}

The preview updates as you type. Publishing swaps the theme for staff and customers at the same time — there is no partial rollout.

Security

Authentication, password and session policy for all staff accounts

{{ secDirtyLabel }}

Discard

Apply policy

{{ g.n }}

{{ g.d }}

{{ r.label }}

{{ o }}

{{ r.label }}

{{ r.state }}

Trusted devices

4 enrolled

{{ d.n }}

{{ d.meta }}

{{ d.status }}

{{ d.btn }}

Login history

Last 7 days

WHEN

ACCOUNT

ORIGIN

RESULT

{{ l.w }}

{{ l.who }}

{{ l.where }}

{{ l.r }}

{{ k.k }}

{{ k.v }}

{{ k.foot }}

Requirements

{{ reqDirSummary }}

Clear

Nothing matches {{ reqDirQuoted }}

Try a capability name such as countersign, restriction, invitation, programme change or export.

Clear search

{{ g.group }}

{{ m.name }}

{{ m.n }}

{{ reqDirPane.group }}

X06 · SIMULATED

{{ reqDirPane.name }}

{{ reqDirPane.count }}

Open module →

{{ reqDirPane.desc }}

{{ x.label }}

{{ x.desc }}

→

{{ p.title }}

{{ p.desc }}

{{ r.k }}

{{ r.meta }}

{{ r.v }}