'View Profiles' Page
In the View Profiles page, you are able to view each individual companies' profile as well as enrich them by adding in unique company-specific insights to be surfaced on their profiles.
In addition to this, you can filter the data view to show the total number of Detected and Worth Noting insights in your customer base. This will give you a high level overview of the health of your companies.
Below is an example of the 'View Profiles' tab in the monitoring application.
Viewing individual profiles
The user can view each individual profile in the form of a widget if they select on the highlighted and underlined company name in the left hand column.
An example of selected companies' profile.
You can see the business credentials, such as if the company is active, how old they are, what their registered address is, and if they are registered as a valid legal form.
Further down the page, you can expand and view descriptions for these insights.
If the cross on the right hand side of the insight is selected, the insight expands with an explanation.
These are the 'Detected' insights, which are positive associations with the business.
To the right, the user can select the 'Worth Noting' tab which has descriptions of the insights which should be reviewed.
Enrich individual company profiles
You can click on the 'Enrich Profile' button in the second column which allows you to enter unique company-specific insights for each individual company. It also allows you to upload any documents which are associated to each company.
Below is what the 'Enrich profile' button page looks like for this specific company.
You can add documents as demonstrated below.
- Type in the name of the document
- Select which category the document falls under
- Select the 'Choose File' button to then find the document and select 'open'.
- Select 'Add Document' to add it to the company profile.
There will be the upload progress of the document displayed below
Profile specific insights
You can select 'Add' and it will open some text entry fields, as shown below.
For example, in the insight below, the 'Heading' is 'Status is active' and the Explanation Text is 'This company is active and trading'
Once you have entered in an additional insight, you should select 'Save' to add this to the company's specific profile.
To remove the added insight, select the 'Remove' button below the text that has been entered.