Command Center
In the Command Center you will see a full overview that shows:
AI Summary
Provides an overview of information found online by our AI integrated tools.
Company Basics
Country of Incorporation, Company name, Company number.
Alerts
Alerts are displayed here. Maybe this customer is on a sanctions list. This will then show up here.
Documents
Any uploaded documents related to the customer can be found here.
Comments
Add you own comments for everyone to read.
Maybe you are in the process of specific tasks for this customer, and you can add that here. Or maybe you have some notes to share on this customer that you can put in here.
Timeline
The timeline shows every action that has been done for this customer.
Which process and service was used on them.
Which person worked on them and changed anything.
Customer Details
This shows an overview of the customer and includes an AI Summary, Company Basics information such as company name, company number, country of Incorporation for example.
Then it shows the address details and lastly, other details of data and information that is connected to the customer.
Alerts
Alerts are displayed here. Maybe this customer is on a sanctions list. This will then show up here.
Events
Have any events been orchestrated for this customer?
Certain actions that need to taken care off.
Documents
Find relevant documents related and attached to this customer.
Related entities
Any entities related to this customer will show up here, for example UBOs.
Connections
A connected graph / tree overview of owners and other customers related to this customer show up here.
Comments
Add you own comments for everyone to read.
Maybe you are in the process of specific tasks for this customer, and you can add that here. Or maybe you have some notes to share on this customer that you can put in here.