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About views

Abstract

This topic explains how views present entity and task data using filtering and columns to support monitoring and navigation.

Views present real-time entity and task data in flexible tables that help you understand activity across your portfolio, monitor work, spot issues quickly, and navigate to the right details.

The Views page open on the Portfolio view.

There are three types of views, each supporting a different way of working:

Portfolio views

Portfolio views show all entities in your portfolio, acting as a command center for lifecycle management. Use these views to scan your book of entities and to navigate to specific details such as ownership or screening information.

Risk views

Risk views display the risk model assessments performed on your entities. Use these views to identify high-risk entities and understand the factors contributing to their risk status. Selecting a model opens the corresponding risk scorecard for deeper investigation.

Task views

Task views show tasks generated across the platform that match your selected filters. By default, they focus on tasks assigned to you or your teams, but they can represent any subset of tasks, for example, tasks from a particular time period.

How views work

All view types follow the same conceptual model:

  • Filtering controls which items appear, for example, all entities tagged as high-risk, or tasks assigned to you.

  • Columns define what information about each item is visible, allowing you to choose which attributes matter for your work and arrange them to create a meaningful lens on your portfolio.

These two mechanisms let you tailor the view to match your role, workflow, or investigative needs.

About view modes

The platform offers two view modes that control how much context you keep visible while inspecting an item. Selecting any item in a view opens its detailed information in the mode you've chosen:

  • Full page: Opens the selected item in a new page, replacing the view. This mode supports deeper investigation and multi-section navigation.

  • Side preview: Displays details in a side panel while keeping the view visible. This mode is ideal for scanning items while maintaining context.

These modes let you choose how much context you want to preserve while reviewing results.

In both view modes, you can move sequentially through the items in the view using the Next and Previous buttons in the item header:

View side preview showing the mouse hovering over the Next entity button.

Additional information

An entity is a record of a company or an individual. You can add entities to your portfolio to include them in your assessment and monitoring processes.

The collection of entities going through your organization's assessment and monitoring processes.

The rules used to evaluate the risk level associated with an entity assessment.

A manual action generated when a workflow step can't be automated and requires human intervention. For example, supplying missing data or resolving screening matches.