Enhance the Compliance Dashboard within the Compliance module to deliver more value and insight to users. The current dashboard lacks hierarchy, context, and interactivity. This update will transform it into a clear, action-oriented view that helps users quickly assess overall compliance health, identify risks, and explore details efficiently.
Modernize the top insight bar to include interactive filters for Fund, As-Of Date, Snapshot, and Freeze Date, along with a Load Results button and updated compliance summary (Overall %, Pass/Fail counts, trend arrow)
Introduce summary cards for key compliance categories (e.g., Credit Risk, Overcollateralization) showing status, trend, and pass/fail counts?
Add a Top Risks / Alerts panel highlighting failing or at-risk tests
Refresh the detailed test table for clarity and usability with color-coded statuses, inline filters, and hover tooltips
Implement loading, empty, and error states for transparent feedback
Persist the user’s last selections for Fund, Date, Snapshot, and Freeze toggle