Mark an insight as done, or snooze it for 7 days. Compass leaves out anything you’ve dealt with, so its briefing stays focused on what still needs you.
Act on Compass insights. Mark an insight as done, or snooze it for 7 days. Compass leaves out anything you’ve dealt with, so its briefing stays focused on what still needs you.
Jump straight to the clients you need. Click any rating in the Current client risk snapshot (Low, Medium, High or Not yet rated) to open that list, already filtered.
See and resend expired verification links. Individuals and Companies now show when a client’s verification link has expired, and you can resend it in one click.
Clearer activity trends. Approval Rate now shows how it changed against the previous period, like Verifications Created and Reviewed. When the previous period had no activity, we tell you that instead of showing a misleading change.
More accurate counts. Archived customers are now left out of Verifications Created and the monthly charts.
Faster dashboard. We’ve streamlined how the dashboard loads its numbers, so it’s quicker to open.
Small polish. Helpful tooltips on the Compass buttons, hover states on clickable tiles, and tidier spacing throughout.
