Executive Dashboard
Demo data across every module — Risk Register, Case Management, Loan Portfolio, Approvals.REVENUE (MTD)
$4.5M
+6.2%
OPEN HIGH-SEVERITY RISKS
12
-3
CASH POSITION
$18.2M
+2.1%
ON-TIME FILING RATE
96%
0%
Open Risks by Severity
Critical
3
High
9
Moderate
21
Low
34
Loan Portfolio
| Borrower | Outstanding | Status |
|---|---|---|
| Meridian Retail Group | $6,120,000 | Watch List |
| Harbor Point Logistics | $2,050,000 | Performing |
| Fairview Medical Partners | $12,450,000 | Performing |
| Lattice Manufacturing Co. | $410,000 | Past Due |
Risk Register
| ID | Risk | Category | Severity | Status | Owner |
|---|---|---|---|---|---|
| RSK-2026-000441 | Deteriorating repayment pattern — Meridian Retail Group | Credit | Critical | Confirmed | S. Osei (Credit Risk) |
| RSK-2026-000439 | Concentration risk — Real Estate loan book, Downtown District | Financial | High | Under Review | M. Chen (Portfolio Risk) |
| RSK-2026-000432 | Suspicious transaction pattern flagged | Compliance | High | Mitigation In Progress | R. Novak (Compliance) |
| RSK-2026-000418 | Branch teller override frequency anomaly | Operational | Moderate | Detected | J. Alvarez (Ops Risk) |
| RSK-2026-000401 | Supplier concentration — core banking vendor | Supplier | Moderate | Under Review | M. Chen (Portfolio Risk) |
Open Cases
Warehouse Investigation — ShrinkageInvestigation · J. Alvarez · due 2026-07-21
High
Supplier Dispute — Late DeliveryDispute · M. Chen · due 2026-07-24
Moderate
Customer Credit ReviewCredit Review · S. Osei · due 2026-07-20
Critical
Compliance Filing — EU VATCompliance · R. Novak · due 2026-07-30
Low
Pending Approvals
Credit limit reduction — Meridian Retail GroupCredit Decision · S. Osei · 2026-07-18
Q3 Board Pack — final sign-offBoard Reporting · Finance · 2026-07-17
New vendor onboarding — Failover Core Banking ProviderVendor · M. Chen · 2026-07-16
LOAN-100088 facility closeoutLoan Closure · S. Osei · 2026-07-14
Notifications
Risk escalatedRSK-2026-000441 escalated to Critical — Meridian Retail Group
2h agoSLA breachCASE-1102 Warehouse Investigation missed its first review SLA
6h agoFiling deadline approachingEU VAT quarterly filing due in 11 days (CASE-1087)
1d agoBoard Pack readyQ3 Board Pack generated and awaiting your sign-off
1d agoPolicy approvedApproval Authority Policy (POL-14) is now Active
2d ago