The Overview displays information specifically relevant to projects where you are listed as the Assignee, Customer Manager, or Approver.

Dashboard features

Resume your work

Quickly jump back into your most recently updated projects.

• Shows active projects assigned directly to you so you can pick up where you left off.

• Clicking View All redirects you to the Customer Projects page, automatically filtered to display your pending internal projects.

Assessment expiration

Stay ahead of compliance review deadlines before assessments lapse.

• Displays projects where risk assessments have already expired or are expiring soon (scoped to projects where you are the Assignee or Customer Manager).

• Once a new assessment is initiated for a project, that project is automatically removed from this card.

Approvals

Act on decision requests requiring your sign-off.

• Displays pending approvals assigned specifically to you

• This section is automatically hidden whenever you have no pending approvals.

Alerts

Monitor real-time AML screening updates linked to your assigned projects.

• Shows the latest screening hits (such as PEP matches or Sanction alerts).

• Use the filter options to view alerts by specific hit types and see active count totals.

• Clicking an alert takes you directly to that person's profile within the project.

Note on Alert Visibility: Alerts currently remain visible on your dashboard even if a screening hit is marked as a false positive or if the person is later removed from the project. Alerts cannot be manually cleared from the Overview card at this time.