CX Updates
These update are part of the iterative customer experience enhancements being delivered within the Transaction Monitoring (TM) case management module in Fenergo. The primary objective of these enhancements is to consolidate all information required for an analyst/ investigator to assess an alert efficiently, accurately and quickly. The case management view has been designed to provide optimal user experience, ensuring the most relevant information is readily available within the alert and presented with suitable context to determine whether the activity is suspicious.
As a result, analysts can now easily access and navigate between Alert, Entity, and Transaction information, while maintaining full visibility of the ongoing investigation. This seamless context switching reduces friction, improves efficiency, and supports more informed and consistent alert decisioning by keeping all relevant alert, entity, and transaction information in a single, unified view, removing unnecessary navigation.
- Addition of the Right-Hand drawer with three different context Entity, Alert and Transaction
- Addition on information popover for Alerts and Transaction, allowing users to see a summary of either and the ability to access the RHD
- Alert page enhancements, addition of Entity details, reorganisation of page, enhanced view
- Update of EPP Alerts grid
- Improvement of Alert Assessment flow, using the RHD
- Addition of Counterparty names to Alert
- Addition of Transaction Summary to Transactions grid
- Addition progress bar to Alert Assessment
- Addition and extension of Alert Activity to RHD
- Add Entity Risk to Alert views
User Guide Reference: Alerts Integrated Workflow