13 Dashboard Personalization

This topic describes the feature that allows users to create custom, efficient dashboards.

Dashboard personalization feature provides an ability to the business users to reconfigure and customize their dashboards around the tasks and information they use most frequently.

Corporate users can reconfigure/ customize their dashboards by dragging and dropping the desired widget at desired location while configuring new dashboard to add more widgets. The users can also move the widgets already present in the dashboard to the desired location using this function. The user can also change the size of the widget (expand and compress) and can remove the widget if desired. The widgets on the dashboard auto adjust itself according to the place available on the dashboard.

OBDX dashboards are responsive and can adapt to any size of device that Bank wants to enable for the customers. User can preview his dashboard for different form factors i.e. desktop, mobile and tablet. An option to revert to the default dashboard (configured by bank) is also provided.

Note:

1. Dashboard personalization feature is currently not supported by mobile and tablet devices.
2. Widgets available for selection for users are on the basis of the widget access given to the associated application role of the user for Internet touch point.

Pre-requisites

• Transaction access is provided to the corporate user
• Widgets are available for designing the dashboard

Features supported in application

• Personalize/ Customize the Dashboard
• Revert to default dashboard

• Personalize Dashboard
  This topic provides the systematic instructions to corporate users for customizing their dashboard.
• Switch to Default Dashboard
  This topic provides the systematic instructions to corporate users for restoring the bank's default dashboard.
• FAQ