PORTAL

Entities

Entities

The Entities page contains a list of all profiles for that selected account. You can use the filters in each column to sort the lists.

ColumnDescription
NAMEThis column displays the name of the individual or entity being verified.
LATEST EVENT STATUSShows Event status of the latest workflow execution.
ISSUESHighlights any specific problems or flags raised during the verification process.
- Each issue belongs to a specific category and type.
- Issues can be cleared or updated by resolving any check failures.
RISK LEVELIndicates latest risk level of a service profiles during workflow executions.
CREATEDShows the date and time when the entity’s case was created in the system.
UPDATEDDisplays the date and time of the last update to the entity’s case.
LATEST WORKFLOWIndicates the latest workflow executed on the entity.
ASSIGNEEShows the initials of the user or team member assigned to review and manage the case.

Needs Review

The Needs Review page contains a list of all profiles that haven’t passed or needs to be manually reviewed to pass or fail checks. Similar to the Entities page, you can use the filters in each column to sort the lists. You can also use the search feature to find a profile within the list.

Blocklist

The Blocklist page displays all profiles that FrankieOne automatically or manually adds to the blocklist. Learn more about blocklists here. You can actively select and manage profiles on the blocklist.

Analytics

The Analytics page contains the Dashboard and System Monitoring tabs.

The Dashboard tab provides a quick overview of the metrics for user onboarding, provide critical business intelligence to operators and customers. Learn more about the Dashboard here.

The System Monitoring tab provides an up-to-date monitoring and status of the FrankieOne platform and its core systems, and different services.

Searching for entities

The FrankieOne Portal provides a convenient way to search for entities. A Search bar appears at the top of every page.

Video Guide

To search for an entity in the Portal:

  1. Click on the search field. The search bar will be expanded to show search options.
  1. Enter the search term.
  2. Select the type of entity identifier type, whether it’s the Individual name, Customer Ref, or Entity ID. By default, Individual name is selected.
  3. To perform the search using the information you entered, press Enter on your keyboard.
  4. You can repeat a previous search by selecting it from the Recent Searches.
  5. To perform a new search using a different search term, select the x icon, and enter your new search term.
Searchability of Fields by Entity Status

FrankieOne v2 supports fuzzy search. Enter a first name or a last name to find matching records. To include archived records, turn on the Archived filter, then search by first name, last name, or the full name.

If you log out, your last search term and search entity identifier type will be saved. Once you log in again, your last search term will be listed in the recent searches, with the last entity identifier type selected.

If several searches produce results that aren’t what you expect, you can select the Give feedback link to let us know how we can improve your search experience. You can also select the learn how our search works link to visit our public documentation page on global searches.

Search term character limits

The Maximum character length is 100 & the minimum is 1.

If you perform a search for an entity using a search term that’s too long or too short, no search results will be displayed.

Filtering entities

You can also filter the entities displayed in the entities table using the filtering options available under the search bar.

Filtering options for entities.
Filtering options for entities.

Filter by event status

Use the Event status dropdown menu to select the status types of the entities to display.

Entity status dropdown menu.
Entity status dropdown menu.

Once you’ve selected the status types to display, select Apply. Select Clear to unselect all the status type.

Filter by issue type

Use the Issues dropdown menu to select the issue types of the entities to display.

Issues status dropdown menu.
Issues status dropdown menu.

Once you’ve selected the issue types to display, select Apply. Select Clear to unselect all the issue types.

Filters overview modal

Select the Filters button to open the Filters modal. Using the Filters modal, you can view all the possible filters that can be applied to the entities displayed in the entities table.

The filters you can select are categorized according to the following:

  • Entity status
  • Issue
  • Risk level
  • Created date
  • Last updated
  • Workflow
  • Event status
  • Assignee

Select the filter criteria you prefer, and then select Apply filters to enable those filters. To start over, select the Clear all button to remove your selection.

You can search for assignee using the Search user field. To filter unassigned entities, select the Unassigned checkbox.

Sorting entities

Select the sorting icons (up and down arrows) beside the CREATED and UPDATED column headers to sort the entities in the table. A single blue arrow highlights the current sort direction (ascending or descending):

  • Single blue up arrow means the entities are displayed in ascending order.
  • Single blue down arrow means the entities are displayed in descending order.