Exciting new features in FI Works
Dashboards
This release of FI Works introduces a completely new dashboard experience. Now dashboards are more powerful and interactive than ever.
Here's a highlight of some of the new features.
Dashboards for User Roles
Dashboards often focus on specific topics that limit your view of information. For example, a dashboard that shows new deposit accounts is focused on single purpose. If you want different information, you have to search for other dashboards.
Our new dashboarding technology allows us to create more comprehensive dashboards that focus on specific types of users based on their role. This allows us to design dashboards that can show all the topics a specific user might need on a regular basis. For example, a retail manager can have a single dashboard that includes everything they need in one place.
Improved Sharing and Security
Previously, all dashboards where visible to every user even if the content wasn't pertinent to their job role. Now access to dashboards is limited to certain folders based on the security roles granted to the user. This limits access to sensitive data to those that need it and removes complexity for users that only need a few dashboards.
Greater Interactivity
Dashboard components like charts and tables can be used to visually filter other visuals on a dashboard. This makes it easier to drill down and explore.
Dashboard Tabs
Dashboards can include multiple tabs similar to worksheets in an Excel workbook. This allows us to design dashboards that cover many topics without creating long and complex views.
Sticky Filters & Bookmarks
When you select filters in a dashboard, the application remembers what you selected so you don't have to set them over and over again. You can also create and save multiple bookmarks with combinations of filter settings.
Home Page
The FI Works home page has been completely redesigned. It now allows you to pick a dashboard that most closely fits your role. You'll have direct access as soon as you sign in. No more looking through multiple folders to find what you need!
Alert Icon
The My Queue component on the home page has been replaced by the Alert icon. This let's you access your assigned activities from anywhere in the application.
Scorecards
Scorecards on the home page have been replaced with dashboards. You can still find scorecards under the Scorecards menu. KPIs calculations now run up to 10 times faster.
Reminders in Activity Queue
Reminder dates are now shown on the Activity Queue. This lets you see them while working through your assigned items. We have also added a reminder date filter.
Profile Updates
The Profile page has been enhanced to include marketing opt out information and an indicator that shows the validation status of the email address.
Note: Email validation is an optional FI Works feature that is included in FI Works Marketing Automation.