12 Dashboards

This topic describes the information on dashboards assigned to each user role and about the organization of these dashboards.

The global liquidity management dashboard provides the various information to the user who logs in based on the role associated.

The key features of the dashboard are as follows:
  • Easy access to alerts and exceptions based on the role.
  • Easy view of the data of the customers.
  • Summary of the transactions for bank managers to view logically categorized applications for easy analysis and processing.
The user can view the following dashboards based on the User Role mapped:
  • Banker Dashboard
  • RM/Corporate Dashboard

Every Liquidity Management will have a factory shipped branch called the LMB branch in which the currency exchange rates are maintained. All the currencies shown in the dashboard are converted based on these rates.

The following topics explains the features associated with each dashboard, the groups, and the User Role associated with each group.