Analytics
The FrankieOne Analytics page allows you to quickly see an overview of your Pass/Fail rates and where issues might be occurring.
Unleash the Power of Your Portal's Data Insights
Dive into the world of embedded analytics within your FrankieOne portal and learn how to harness valuable data insights at your fingertips. This article will guide you through the process of exploring the analytics tab, examining individual and organization data, making the most of OneSDK, understanding the data dictionary, and taking advantage of filters for a tailored view of your data. Get ready to unlock the full potential of your portal's embedded analytics and drive better decision-making for your organization.
Step 1: Log into your portal and navigate to the analytics tab
Access your FrankieOne portal and navigate to the embedded analytics tab to view your data.
Step 2: Review the individual tab
The individual tab contains information on pass rates, primary fail reasons for your individual customers. Here, you can find visualizations filtered on Individuals Only using the "Latest Entity Data Asset". Additionally, the ID Checks Data Asset is used for Government ID checks run.
Note: Date timestamps are currently in UTC across all Data Sets. The portal's entity tab will display in your local browser time.
Step 3: Review the organization tab
Navigate to the second 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 organization tab displays information on your focus organizations, 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.
Step 4: 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.
Step 5: 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.
Extra Points: Drill down and use filters
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.
For example drill down on the Failed on Primary Fail Reason
In this example the primary fail reason is due to Partial KYC (partial match potentially 1 datasource match; however, not enough for the required KYC ruleset that may require 2 data sources matched) and a full KYC fail (no match at all)
Key considerations
- Date timestamps are currently in UTC across all Data Sets. Note that the portal's entity tab will display in your local browser time.
- Individual tab primarily uses the "Latest Entity Data Asset" and visuals are filtered on Individuals Only. A secondary data asset is ID Checks for Government ID checks run.
- Organization 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 both the transaction and customer records extracts are available for download
In conclusion, this article has equipped you with the knowledge to master embedded analytics within the FrankieOne portal. By taking advantage of the analytics tab, reviewing individual and organization data, utilizing the OneSDK, understanding the data dictionary, and applying filters for a tailored view, you'll be able to unlock the full potential of your portal's embedded analytics. This will empower you to drive better decision-making for your organization, based on valuable data insights. Now, you're ready to dive into the world of embedded analytics and make the most of the insights available at your fingertips.
Updated 12 days ago