When to Use This Guide
Use this guide when you need to:- review screening priorities at a glance
- jump directly into filtered profile queues that need attention
- monitor profile and workflow trends over time
- see how many profiles are monitored, unmonitored, or awaiting review
Before You Begin
- Confirm you have access to the Dashboards section
- Make sure your organization already has screening or risk assessment activity in Minerva
Main Areas
Overview
The Overview page is designed to help you quickly understand what needs attention now. Use it to review:- Profiles with risk, broken down into:
- Sanctions
- Politically Exposed Persons (PEPs)
- Adverse media
- Priority status, broken down into:
- Potential matches
- In review
- Escalation
- Recent risk assessments
Screening Analytics
The Screening analytics page is currently focused on Profiles analytics. Use it to review:- Current snapshot metrics, including:
- total profiles in system
- monitored profiles
- unmonitored profiles
- potential matches
- not screened
- in review
- escalated
- accepted
- rejected
- no flags
- Profiles over selected period
- Profile status breakdown over time
- Total vs monitored profiles over time
How to Work With Dashboards
Start with Overview when you want to identify immediate operational priorities and move quickly into the correct screening queue. Use Screening analytics when you want to understand profile growth, monitoring coverage, and workflow trends over time.Expected Result
At the end of this workflow, you should have:- a current view of profiles and statuses that need attention
- a clearer understanding of monitoring and workflow trends
- enough context to move into detailed Screening or Risk Assessment workflows