Analytics

The FrankieOne Portal provides embedded analytics to allow you to conveniently access valuable data insights.
The following section covers essential information for navigating the Analytics tab and examining data at both individual and organisational levels.
You will learn how to leverage OneSDK, interpret the data dictionary, and apply filters for a customized data view.

Log into your portal and navigate to the Analytics tab

Access your FrankieOne Portal and navigate to the embedded Analytics page to view your data.

Set the view options

You can select the view options at the top of the Analytics page. You can set the following:

• Final Transaction Timestamp TZ - this option sets the period or date range to display
• Recipe - This option provides a list of all recipe types of the data entries in the selected period or date range. Select the ones you want to display
• Account - This option lists the accounts and sub-accounts to which you have access. Select the ones to view.
• timezone - This option lists the available time zones to display the data in.

Save the view

To save the filter settings you used, select the Save view link. This will open the Save view modal.

Enter the name you want to use for the saved view. Optionally, you can select to Make view available to everyone with access to this Liveboard.

The next time you use the Analytics page, you can select the saved view from the Save view menu.

From the same menu, you can Manage views, such as rename or delete saved views, or reset the Liveboard view to the default.

Review the Individual tab

The Individual tab contains information on pass rates, and primary fail reasons for your customers. Here, you can find visualisations filtered on Individuals Only using the "Latest Entity Data Asset". The ID Checks Data Asset is also used to run Government ID checks.

📘

Note on date stamps

Date timestamps are currently in UTC across all Data Sets. The Portal's Entities tab will display in your local browser time.

Review the Organisation tab

Navigate to the Organisation tab in the standard dashboard.

Note if you are a KYB primary customer you can request a KYB Standard Dashboard via the Jira support system [email protected].

The Organisation tab displays information on your focus organisations, discovered organizations, and discovered individuals. Visuals are filtered on these entities using the "Latest Entity Data Asset" and the KYB transactional billing data as a secondary data asset.

Review the OneSDK tab

If you use our OneSDK, review this tab for information on customer drop-out rates, time to complete, and primary fail reasons.

Review the data dictionary for definitions

Refer to the data dictionary to understand the definitions of the different metrics and terms used in the embedded analytics.

Drill down and show underlying data

Embedded analytics allows you to drill down and view underlying data. You can use filters to filter across the visuals, providing you with a more customized view of your data.

Filter data according to your selection

To filter the data presented and only display a specific type of information, select that information type on the graph, open its context menu, and select Filter.

The graph will be updated and will only display the information filtered.

To remove the filter, select the information presented, open its context menu and select Remove filter.

Drill down on data for further information

You can further investigate the data for a particular status by opening the context menu for the data you want to investigate and selecting Drill down.

For example, drill down on the Failed data and select Primary Fail Reason.

In the example above, the primary fail reason is Partial KYC (a potential partial match in 1 data source; however, it's not enough for the required KYC ruleset, which may require 2 data sources to be matched) and a full KYC fail (no match at all). Refer to the image below.

Show underlying data

To view the underlying data for the information presented in the graph, open its context menu and select, Show underlying data.

This will open the Show underlying data modal where the underlying data is presented in a table.

Select Edit columns to add or remove the columns displayed.

The Edit columns modal opens and lists all the possible columns to display. Select your preferred columns.

You can use the search functionality to locate the column you want to be displayed.

Select the Download CSV link to download the data as a .csv file.

Changing the time series on a visual

You can further narrow down the information on a particular visual by changing the time series presented.

At the bottom of the graph select the time series selection menu.

This opens the time selection options. Select Time Bucket to further display timing options.

After you make a selection, the visual will be updated to reflect the new time series.

Filter data by date

To display data for specific dates, select the time series selection menu and select Filter.

This opens the Select value modal.

Select whether the time series will be Rolling (relative to a period of time) or Fixed (based on specific period of time, or dates).

Specific date sample

You want to display the data for a specific date, such as 11-Nov-2024. To do so:

1. Open the Select value modal.
2. Select Fixed.
3. On the dropdown selection menus, select On (=).
4. Select the date from the date selection menu.
5. Click Apply.

Refer to the image below.

The filter will be applied and the visual will be updated. From this filtered view, you can further drill down or show underlying data.

Additional features

In addition to the actions mentioned above, you can use additional features to fully exploit the capabilities of the Analytics page.

Generate highlights

Select the AI Highlights to use our advanced AI capabilities to generate highlights from the data presented.

Once the AI finishes generating the highlights, select View. The AI Highlights modal opens with the highlights.

Review the highlights. Select any of the items to see more details.

Share the Liveboard

You can share the Liveboard you are viewing with others. To do so, select the Share button. The Share modal will open.

📘

Note on the Liveboard feature

Liveboard sharing is a premium feature. Email [email protected] if you're interested in registering for our premium offering.

Add the recipients and an optional message for them, and then select Share.

Additionally, you can share the link to the Liveboard with those who have access to it. You can copy the link by scrolling down the modal and selecting copy link.

Use additional actions

There are additional actions available for you to utilise the capabilities of the Analytics page fully. Select the Action menu (represented by three dots), and select the action you want to perform.

Add to favorites

If you access several dashboards regularly, you can add the current one to your favourites.

To do so, select the Add to favorites button (star icon). To remove the current dashboard from your favourites, select the button again.

Key considerations

• All data sets' date timestamps are currently in UTC. The portal's entity tab will display in your local browser time.
• The Individual tab primarily uses the "Latest Entity Data Asset" and visuals are filtered on Individuals Only. A secondary data asset is ID Checks to run Government ID checks.
• The Organisation tab primarily uses the "Latest Entity Data Asset" and visuals are filtered on Focus Organisations, Discovered Organisations, and Discovered Individuals. A secondary data asset is the KYB transactional billing data.
• The Generate report capability is still available for both tabs, and the transaction and customer records extracts are available for download.