Book a demo
Data & intelligence

Operational data, in operating context.

Bring events, decisions and performance together so every team sees the client, the workflow and the commercial outcome in the right context, and can act on it.

DashboardsReportsEvent contextSignals
The problem

Reports explain yesterday, operations need to understand now.

When status, ownership and evidence sit across several systems, teams spend their time assembling a picture before they can act on it.

Teams calculate the same metric differently

Finance, operations and sales each have their own number for the same thing.

Exceptions surface late

Problems show up in next week's report instead of this morning's queue.

Client and partner context is separated

Nobody can see a partner's clients, deposits and open cases in one view.

Data access rarely matches operating roles

People see too much, or not enough, for the job they actually do.

How it works

A shared model for decisions and evidence.

Configurable dashboards, reports, alerts and signals run on the data each FYNXT workflow creates and on the connected systems around it.

Step 01 · in practice
Capture
  • Workflow events
  • Decisions and approvals
  • Provider statuses
Event context

Trace what happened, why, and what follows.

Every step a workflow takes is recorded with the person or rule behind it and the evidence it used. Pick any moment in a case and the context is already there.

Case WD-2291 · withdrawalSample data
09:41 · Withdrawal requestedRecorded
Who or what
Client, in the portal
Why
4,200.00 USD to a bank account
Evidence
Request and device details
What follows
Rules evaluated
The same record feeds the dashboards, the reports and the audit trail.
What you get

Shared context, dashboards, reports and insight.

Because the data comes from the workflows themselves, it is current, it carries its context, and it means the same thing to every team.

Operational dashboards

Queues, service levels, exceptions and conversion, by role, team and entity.

Reports

Reusable views across clients, accounts, partners and funds, built with the report builder.

Event context

The history behind every status, with the rule or the person that changed it.

Signals

Patterns that deserve investigation or intervention, raised inside the workflow.

Role-based access

Data visibility follows roles, entities and partner hierarchies.

Data you can take elsewhere

Share data with your warehouse and BI tools through APIs, events and exports.

Role-based views

Every role sees its own view of the same data.

One definition for each measure, one source for each record, and a view for each role, down to partners who only ever see their own business.

Operations dashboardSample data
Open cases by queue
Service levels at risk
Exceptions today
Access follows the role
  • Can see: Every queue, case and owner
  • Can see: Service levels and exceptions
  • Cannot see: Commission and payout detail

Same data model, same definitions. Only the view and the access change.

What changes for the business

Decisions made on what is happening now.

Teams stop reconciling numbers and start acting on them, with the evidence one click away.

TodayWith FYNXT
The same metric, three different numbersConsistent measures across teams
Exceptions found in last week's reportFaster operational decisions
Evidence gathered after the eventEvidence connected to the underlying workflow
Access that ignores rolesVisibility that follows roles and hierarchies
Continue through the platform

Where to go next.

See where the data comes from, and what comes next for governed assistance.

Next step

See your operation in one view.

Tell us the questions your teams answer by hand today. We will show you how FYNXT dashboards and reports answer them.

Book a demoTalk to sales