Live Board

To display and manage financial messages in the platform, you must go to the Messaging menu and click on the Dashboard card.

Dashboard

Live board is restricted to specific roles. If you do not have access to this part of the platform but need to track your files & transactions, please contact your administrator.

Live Board overview

Payment Live Board provide you with an overview of the files and transactions in various stages of processing, through the platform during the selected day.

  • Financial messages come from external systems through Inbound Files.

  • Files are converted to Transactions.

  • Then the processed transactions are sent over external networks (like SWIFT) into Outbound Files.

  • Once the message is processed successfully, the next participant of the payment chain can return payment status reports (PSR).

Wire Dashboard

Live Boards Tips

Organization filter

You can filter to show only the files and transactions belonging to a particular organization:

  • Click on the organization filter in the top right-center of the screen.

  • Select the organization from the dropdown for which you want to display messages.

Organization filter

Date filer

Financial messages are displayed for one specific date. To adjust your view:

  • Click on the date field in the top right-hand corner.

  • Select the date for which you need to view the transactions overview.

Date filer

Statuses color

In this Messaging Overview screen, the following color code is followed:

  • Green - Files or transactions processed and received a Final status.

  • Blue - Files or transactions still under process, not yet received a final status.

  • Yellow - Files or transactions that require a manual action to continue processing.

  • Red - Files or transactions with final statuses and containing processing errors.

Category Filter

To improve customer visibility into our Live Boards, the product can be configured to display category filters: the options allow users to tailor the dashboard view according to their specific needs:

  • All: Display all messages processed for the date and organization selected.

  • Payment: Display only financial messages received and processed as transactions into the product.

  • PSR: Display only financial messages received and processed as Payment Status Reports into the product.

  • Financial Message: Display only financial messages received with no processing required.

This functionality is available upon request only.

Category Filter