The Overview tab of the applicant page is a complex navigation and statistics section displaying checks performance data and highlighting the products involved in verification.

The tab is divided into a few parts—the Insights block and Applicant dashboard section, which contains various widgets.

The insights block includes:

• General information about an applicant—status, age, onboarding date, country of residence, email and phone number, along with their respective confirmation statuses.
• User verification details—AML screening data, applicant level, and the number of duplicate profiles.
• Risk overview section—Transactions score and associated risk labels.

The Applicant dashboard section displays product-specific widgets that present data on completed checks and related events from the past three months. This section is customizable and may include different widgets depending on the purchased solutions.

• User Verification widgets—Workflow runs, Last actions, User verification events, and Payment methods.
• Transaction Monitoring widgets—Transactions, Transactions turnover, Transactions count by status, and Transactions timeline.

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Note

• Clicking on specific checks within the Overview tab will take you to their respective detail pages, where you can view more information about performance and results.
• If a product has not been purchased, a widget mockup will be shown along with information about that solution and its features.

Set up overview tab

You can add, delete, and change placement of the widgets within the section.

1. Go to the Overview tab of any applicant profile and navigate to Applicant dashboard.
2. Click Add widget and select the desired elements in the pop-up window.
3. To remove or rearrange widgets, click Edit.
4. Use the drag handle icon to move elements and click the bin icon to delete them.

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Important

All the widgets settings are saved for a particular user account and are not specific to applicant profiles—you and each member of your team can adjust the Overview tab depending on the needs.