DASHBOARD BUILDER

Dashboard Builder provides an ability to the Bank to build custom dashboards.

Dashboard Builder is an administrative maintenance that allows the System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to create and configure dashboard templates for Retail, Corporate and Administrator users.

System Administrator can configure new dashboards by dragging and dropping the desired widget at desired location in template. System administrator can define the dashboard for a user segment, application role, module and for a user type. Facility is provided to search, view, edit and delete the configured dashboards.

These dashboards are responsive and can adapt to any type of device i.e. desktop, mobile and tablet. System allows the user to design new template and preview it for different types of devices before enabling it. The user can also change the size of the widget (expand and compress) and can remove the widget from the template if desired. The widgets on the dashboard auto adjust itself according to the place available on the dashboard.

The administrator can define multiple dashboards with the various attributes/ widgets. Further these templates can be mapped to the roles, party or even to a specific user.

Prerequisites

• Transaction access is provided to System Administrator
• Approval rule set up for System Administrator to perform the actions
• Application roles are maintained in application and widgets are mapped to application roles

Workflow

Features supported in application

Design

• Create New Dashboard
• View Dashboard
• Edit Dashboard
• Delete Dashboard

Mapping

• View Dashboard Mapping
• Create Dashboard Mapping
• Delete Dashboard Mapping

How to reach here:

System Administrator Dashboard > User Experience > Dashboard Builder
OR
Bank Administrator Dashboard > Toggle Menu > User Experience > Dashboard Builder

Dashboard Builder – Summary

Dashboard Builder- Design summary page displays the list of already designed templates, with template name, description, dashboard type, value and date of creation. The administrator can view the dashboard template details by clicking the View link in the Action column against the respective template.

1. In the Action column, click View to view the already created dashboard template.
   OR
   Click Back to navigate to the previous screen.
   
   

Dashboard Builder – View

Using this option, System Administrator can view the details of already created dashboard template. The system administrator can view the template in desktop, tablet and for mobile mode by clicking the respective icons.

To search and view a dashboard template:

• In the Dashboard Builder – Summary screen, select the appropriate type of user in the User Type field. All the dashboard templates of the selected user type appears on the screen.
  OR
  In the Template Name field, enter the name of the template that you want to search. The searched dashboard template appears on the screen.
  
• In the Action column, click View against the template, which you want to view. The Dashboard Builder - View screen appears.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
  

• Click Edit to modify the template. The Dashboard Builder - Edit screen appears.
  OR
  Click Delete to delete the dashboard template.
  OR
  Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click the Desktop/ Tab/ Mobile icon to view the template in desktop, tab or mobile mode.

Dashboard Builder – Create

System Administrator can create new custom dashboard template for Retail, Corporate and Administrator user using this option.

As part of creation of custom dashboard, the administrator needs to select the appropriate tab for which the dashboard needs to be created/ designed i.e. user segment or module or application role or user type.

System will facilitate the user with a default dashboard available and the administrator can decide to create a custom dashboard by dragging and dropping new widgets available from the list of widgets.

Following types of dashboard can be created:

• Segment Dashboard - Design dashboard for a user segment
• Application Role Dashboard - Design dashboard for an application role
• Module Dashboard - Design dashboard for the available application modules i.e. CASA, Term Deposit, Loans etc.
• User Type Dashboard - Design dashboard for a user type i.e. Retail, Corporate or Administrator.

To create a new dashboard template:

1. In the Dashboard Builder screen, click Create. The Dashboard Builder screen appears in create mode.

• In the Template Name field, enter the name of the new template that is to be created.
• In the Template Description field, enter the description of the new template.
• To enable the template for Desktop/ Tablet / Mobile, select the required options from the Design check box.
• From the Segment Dashboard/ Application Role Dashboard/ Module Dashboard/ User Type Dashboard tabs, select the appropriate module. The Dashboard Builder - Design screen of the selected module appears.
  For example, Retail is selected from the User Type Dashboard. The Dashboard Builder - Design template for Retail user appears.
  
• In the User Type field, select the appropriate user type. If dashboard needs to be created for a user segment then user type ‘Retail’ needs to be selected. User Segment is not supported for Corporate and Administrator user.
• Select the appropriate dashboard from the list of dashboards displayed based on the selected module.
• Click Next. The Dashboard Builder template screen appears.
  OR
  Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
  OR
  Click Back to navigate to previous screen.

Note: In case of Segment based and application role based dashboard, system will list the widgets based on the mapping of application role(s) to widgets in the Role to Transaction mapping.
System will always display the widgets (for dashboard building) mapped to a combination of application role and internet as touch point (definition in Role Transaction Mapping) irrespective of any device size the user selects.

9. Drag and drop the desired widgets from the widget list.
   OR
   In the Search Widget field, enter the name of the widget that you want to appear on the dashboard and click .
   OR
   Drag and drop widgets of the dashboard to the desired location. System highlights the area where the widget can be dropped.
10. Click on the upper right corner of the widget, if you want to expand the widget.
    OR
    Click on the upper right corner of the widget, if you want to compress the widget.
    OR
    Click on the upper right corner of the widget, if you want to remove the widget from the dashboard.
11. If the selected widget has multiple widgets on the same like quick links, select the required widget that you want to appear on the dashboard.
12. Click Save to save the template.
    OR
    Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
    OR
    Click Back to navigate to previous screen.
13. The Review screen appears. Verify the details, and click Confirm.
    OR
    Click the Desktop/ Tab/ Mobile icon to review the created template in desktop, tab or mobile mode.
    OR
    Click Cancel to cancel the transaction.
    A warning message of canceling the operation appears. Click Yes to confirm.
    OR
    Click Back to navigate to previous screen.
14. The success message appears along with the status of transaction.
    Click Ok to complete the transaction.

Dashboard Builder – Design - Create Administrator Template

The system administrator can select a default dashboard available for administrator or can create a custom dashboard by dragging and dropping new widgets available from the list of components.

The administrator can create the administrator dashboard template either by selecting the administrative maintenance or group of administrative functions.

As part of administrative maintenances UIUser Interface component, there are individual transaction quick links put in a single widget and basis on the application role to component mapping available, the administrator user on actual login will be shown only those quick links that his application role has access to.

As part of system functions UI component, there is a logical group of transactions that can placed as a widget on the dashboard by selecting the administrative function from the group.

To create a new administrative dashboard template:

1. In the Dashboard Builder screen, click Create. The Dashboard Builder screen appears in create mode.

Field Description

Field Name	Description
Template Name	Name of the template that the System Administrator user wants to create.
Template Description	Description for the template.
Design	The type of device on which the template will be enabled.
Select Module	System lists the dashboard for the segments / application roles / user type / module depending on the option selected.
User Type	Select administrator from the user type list.
List of Dashboards	System displays the list of dashboards available for selection based on the selected module type.

2. In the Template Name field, enter the name of the new template that is to be created.
3. In the Template Description field, enter the description of the new template.
4. To enable the template for Desktop/ Tablet / Mobile, select the required options from the Design check box.
5. From the Segment Dashboard/ Application Role Dashboard/ Module Dashboard/ User Type Dashboard tabs, select the appropriate module. The Dashboard Builder - Design screen of the selected module appears.
   To create a dashboard for a newly created administrator application role or to customize the dashboard for an existing administrator application role, user will need to select Application Role Dashboard/ User Type Dashboard tab.
   
6. In the User Type field, select the administrator user.
7. Select the appropriate dashboard from the list of dashboards displayed based on the selected module.
8. Click Next. The Dashboard Builder - Design template for Administrator appears.
   OR
   Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
   OR
   Click Back to navigate to previous screen.

• Drag and drop the desired widgets from the widget list.
  OR
  In the Search Widget field, enter the name of the widget that you want to appear on the dashboard and click .
  OR
  Drag and drop widgets of the dashboard to the desired location. System highlights the area where the widget can be dropped.
• Click on the upper right corner of the widget, if you want to expand the widget.
  OR
  Click on the upper right corner of the widget, if you want to compress the widget.
  OR
  Click on the upper right corner of the widget, if you want to remove the widget from the dashboard.
• If the selected widget has multiple widgets on the same component like 'System Administrator Action Card', select the required widget that you want to appear on the dashboard.

Dashboard Builder - Component Input box

Field Description

Field Name	Description
Component Type	Select the component type, which you want to appear on your dashboard. This field is applicable only if the selected widget has multiple components.

• From the Component Type list, select the widget component that you want to appear on the dashboard.
• Click Confirm. The selected component appears as a widget on the selected location of your dashboard.
• Click Save to save the template.
  
  OR
  
  Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
  
  OR
  
  Click Back to navigate to previous screen.
• The Review screen appears. Verify the details, and click Confirm.
  
  OR
  
  Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
  
  OR
  
  Click Back to navigate to previous screen.
  
  OR
  
  Click the Desktop/ Tab/ Mobile icon to review the template in desktop, tab or mobile mode.
• The success message appears.
  Click Go to Dashboard to view your customized dashboard.

Dashboard Builder - Edit

The system administrator can modify the configured dashboard using the Edit option. The administrator can edit the dashboard widgets for desktop, tablet or mobile devices by clicking the specific icons.

Note:
1) Dashboard Builder - Edit section is common for Administrator user and business users.
2) System Administrator will not be able to edit the factory shipped dashboards.

To edit the configured dashboard:

1. In the Dashboard Builder - Summary screen, click the View link, against the dashboard, which you want to edit. The Dashboard Builder - View screen appears.
   
2. Click the Edit link to modify the dashboard template. The Dashboard Builder screen appears in edit mode.
   OR
   Click the Desktop/ Tablet/ Mobile icon to edit the template in desktop, tablet or mobile mode.
   OR
   Click Delete to delete the dashboard template.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
   

3. Drag and drop widgets from the widget list if required.
4. Click on the upper right corner of the widget, if you want to expand the widget.
   OR
   Click on the upper right corner of the widget, if you want to compress the widget.
   OR
   Click on the upper right corner of the widget, if you want to remove the widget from thedashboard.
   
5. Click Save to save the changes.
   OR
   Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
   OR
   Click Back to navigate to previous screen.
6. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click the Desktop/ Tablet/ Mobile icon to review the template in desktop, tablet or mobile mode.
   OR
   Click Edit to make the changes if any for the selected device type.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.
   
7. The success message appears along with the status of transaction.
   Click Ok to complete the transaction.

Dashboard Builder - Delete

The System Administrator can delete the custom dashboard templates maintained in the application. Deleting specific template will also result in deleting the template and revert back to the default dashboard.

To delete the configured dashboard:

• In the Dashboard Builder - Summary screen, click the View link, against the dashboard that you want to delete. The Dashboard Builder - View screen appears.
  

2. Click Delete. The application prompts the administrator with a warning message 'Are you sure you want to switch to default dashboard’ with an option of Confirm / Cancel.

• Click Confirm to proceed with the deletion request.
  It will navigate to confirmation page with a success message along with the status and reference number.
  OR
  Click Cancel if you do not wish to proceed with deletion.

• Click OK to complete the transaction.

Dashboard Mapping - Summary

Using this option, System Administrator can map the configured dashboards to the user or party, or user type or user segments depending on the dashboard template selected. The system administrator can create mapping and can delete the mapping.

To view the Dashboard mapping summary:

• In the Dashboard Builder screen, click the Mapping tab. The Dashboard Builder - Mapping summary screen appears.
  

• From the Mapping Type list, select the appropriate option for which you want to view the mapping. The Dashboard Builder - Mapping Summary screen appears.

Create Mapping

Using this option, System Administrator selects the dashboard type, the dashboard template and then map either to a user/party/user segment/user type. The mapping type will depend on the type of dashboard selected.

To map dashboard templates:

• In the Dashboard Builder - Mapping tab, click Create Mapping. The Dashboard Builder - Create Mapping screen appears.
  

• From the Dashboard Type, select the appropriate dashboard type i.e. Application Role Dashboard or Segment Dashboard or Module Dashboard or User Type Dashboard.
• From the User Type, select the user type for which the Template mapping needs to be done.
• Select the Template from the list that needs to be mapped.
• From the Mapping Type list, select the appropriate option to be mapped.
• If you select User option, enter the user name.
• If you select Party option, enter the party Id in the Party ID field, and click Search . The Mapping Value appears. Click link under the Party ID column to view the party details.
  OR
  In the Party Name field enter the party name and click Search. The Mapping Value appears. Click link under the Party ID column to view the party details.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Clear to clear the entered value.
  
• If you select Segment option, select the role from the User Segment list.
• Click Save.
  The success message along with the status of transaction appears.

Delete Mapping

Using this option System Administrator can delete the templates mapped to a User or Party or User Segment or to a User Type.

To delete the mapped dashboard template:

• In the Dashboard Builder screen, click the Mapping tab. The Dashboard Builder - Mapping summary screen appears.
• Select the Mapping Type from the list i.e. User / Party / Segment / User Type
  
• In the Action column, click Delete against the template mapping that you want to delete. The application will prompt the administrator with a deletion message with an option of Confirm/ Cancel.

• Click Confirm to delete the mapping. It will navigate to confirmation page with a success message and the status.
  OR
  Click Cancel if you do not wish to delete the mapping.
• Click OK to complete the transaction.

FAQs

Can I design new widgets using Dashboard Builder functionality?

No, designing of a new widget is not allowed using this functionality. Administrator can use the existing widgets and can design the required dashboard.

Can I design different dashboards for different device types (desktop, mobile and tablet) using one template?

Yes, you can design different dashboards for different types of devices using one template. An edit option is available while previewing the dashboard on each type of device, which will help the user to make the necessary changes for specific device type.
However the system will always display the widgets mapped to a combination of application role and internet as touch point, irrespective of any device size the user selects

Can I delete the template that is mapped to a user / party / segment / user type?

Yes, you can delete the template that are already mapped to a user / party / segment or user type. A warning message informing about the mapping deletion is shown to the administrator while deleting a template..

Can I map the same template to multiple users or parties?

Yes, you can map the same template to multiple parties or users. Separate entries are required for such mapping.

Can I design the dashboard and map for administrator types of users (Bank/ system administrator and corporate administrator)?

Yes, you can design the administrative dashboards using Dashboard Builder maintenance

When will the newly mapped dashboard be visible to the end customer?

Newly mapped dashboard will be available to the end user with an immediate effect.

Can an end user (Retail/ Corporate users) design their own dashboards or set their preferences to see required widgets?

Only Retail users can personalize and design their main dashboard. Corporate users cannot personalize their dashboards.

In case of dashboard templates available at user level, segment level, application role level and user type level, which dashboard will the system resolve? Also what is the order in which the dashboards are resolved?

If there is a dashboard template mapped at a user level, then the system will display the user level dashboard on login.
Before rendering the dashboard, system will first check if there is a dashboard at user level, followed by segment, application role and then at user type.
In case where a retail user has personalize his/her dashboard, the system will give the priority to user defined dashboard followed by Administrator defined dashboards as user, segment, application role and then at user type.

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