Admin Panel. Insights

The Insights section provides FI Administrators with read-only access to the templates used to generate insights for clients - i.e. notifications and alerts on the clients' business performance based on connected data.

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To view the insight notifications generated for a specific client, please refer to the Insights tab within the Client Card.

The Insights grid lists all insight templates available in the system with their key attributes (such as name and description, status, type, category, triggers).

Click an insight in the list to view its configuration card.