{"id":1006,"date":"2026-05-28T11:16:55","date_gmt":"2026-05-28T09:16:55","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&p=1006"},"modified":"2026-06-02T11:26:05","modified_gmt":"2026-06-02T09:26:05","password":"","slug":"understand-the-general-dashboard","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/comprendre-le-tableau-de-bord-general\/","title":{"rendered":"01.01 \u2013 Understanding the general dashboard"},"content":{"rendered":"

Upon logging in, the user is redirected to the general dashboard. This is purely for indicative purposes: it allows for a quick overview of the overall status of the KYC database, without replacing the detailed tabs.<\/em><\/p>\n\n\n\n

<\/div>\n\n\n\n

Information available (in display order)<\/h2>\n\n\n\n
    \n
  • Line 1: \n
      \n
    • The number of customers entered into the application.<\/li>\n\n\n\n
    • The number of files received.<\/li>\n\n\n\n
    • The distribution of clients by vigilance level: simplified, standard, or enhanced.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • Line 2: \n
        \n
      • Confirmation that the screening module is active. A distinction is made between classic screening (PEP\/Sanctions) and adverse media<\/li>\n\n\n\n
      • The number of remaining screening credits. A distinction is made between classic screening (PEP\/Sanctions) and adverse media<\/li>\n\n\n\n
      • The results of the last screening carried out, detailed in the \u00abHits Verification\u00bb tab.<\/li>\n\n\n\n
      • The journal indicating the history of automatic searches <\/li>\n<\/ul>\n<\/li>\n\n\n\n
      • Line 3:\n
          \n
        • Customer rankings by country.<\/li>\n\n\n\n
        • A summary of expired or expiring documents, detailed in the \u00abDocument Expiration\u00bb tab<\/li>\n\n\n\n
        • Requests for data updates received from your clients (only if the customer communication module is activated in your database) <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
          \"\"
          General dashboard with key KYC indicators<\/em><\/figcaption><\/figure>\n\n\n\n

          Good to know<\/h2>\n\n\n\n

          The dashboard indicators are intended to guide the user towards the files or actions to be processed. To take concrete action, you must then open the relevant tab or file.<\/p>\n\n\n\n

          <\/p>","protected":false},"excerpt":{"rendered":"

          Lors de la connexion, l\u2019utilisateur est redirig\u00e9 vers le tableau de bord g\u00e9n\u00e9ral. Celui-ci est purement indicatif : il permet de visualiser rapidement l\u2019\u00e9tat global de la base KYC, sans remplacer les onglets d\u00e9taill\u00e9s. Informations disponibles (dans l’ordre d’affichage) Bon \u00e0 savoir Les indicateurs du tableau de bord sont destin\u00e9s \u00e0 orienter l\u2019utilisateur vers les […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[10],"class_list":["post-1006","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-tableaux-de-bord-et-registres"],"year_month":"2026-07","word_count":245,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Bastien Decerf","author_nicename":"bdecerfarcad-lu","author_url":"https:\/\/vigil-solutions.eu\/en\/author\/bdecerfarcad-lu\/"},"doc_category_info":[{"term_name":"KYC","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-category\/kyc\/"}],"doc_tag_info":[{"term_name":"Tableaux de bord et registres","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-tag\/tableaux-de-bord-et-registres\/"}],"yoast_head":"\n01.01 - Comprendre le tableau de bord g\u00e9n\u00e9ral - Vigil<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vigil-solutions.eu\/en\/documents\/understand-the-general-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"01.01 - Comprendre le tableau de bord g\u00e9n\u00e9ral - Vigil\" \/>\n<meta property=\"og:description\" content=\"Lors de la connexion, l\u2019utilisateur est redirig\u00e9 vers le tableau de bord g\u00e9n\u00e9ral. 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