IntelliMatch NextGen UI

Post feedback and ideas about the NextGen UI

Can we customize/change the data visualization categories on the homepage/Rec Inventory?

We have All, stage, model, currency, and region tabs. Any way we can make those tabs customizable/interchangeable.

I imagine for some clients (some US Banks), currency chart breakout may not be applicable (only USD). Maybe in Rec Inventory, a tab that breaks out percentage of Recs allocated to each User/User Group, just try and make the data visualization have the ability to be applicable for each potential client.

  • Guest
  • Feb 19 2019
  • Will not implement
Recon Inventory
  • Feb 26, 2019

    Admin response

    Thanks Pat, after discussing this we agreed that the recon homepage and inventory will always have a common set of categories, as the models will standardize a lot of this data.

    However, we will investigate and expand on the available ones.

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  • Rob Lindsay commented
    February 19, 2019 21:52

    Thanks Pat, 

    You raise a good point and maybe we need to incorporate the grouping criteria into the models. So the categories that are presented are based on the recons that the user is assigned to. 

    So for example, the nostro model will contain categories like currency, risk, region etc. a ATM transaction model will have other categories. The categories will be available if a nostro recon appears in the list for the user. 

    Was this what you were envisaging?

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