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Status Planned
Category User Experience
Created by Lauren McKeen
Created on Oct 20, 2025

RELATED IDEAS

Compliance Dashboard Redesign

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

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