Two parts
We have published 22 short help films for Compliance Hub. Each one takes a single task, such as clearing a PEP hit or importing an ownership chart, and shows it from start to finish in under a minute, with captions and fictional data.
What the films cover
- Your Inbox: the tour, queues, filters and views, acting on many items at once, and the customer profile.
- Working an item: researching a hit, clearing a PEP hit with a reason, deciding from the side panel, subtasks and tagging a colleague.
- Working a case: Evidence, Structure, importing a structure, Files, Discussion and why a risk rating is what it is.
- Deciding and recording: approving a case, escalating or sending for QC, watching a company, the Trail and exporting the pack.
Why films
New analysts learn a system fastest by watching someone use it, and experienced ones only need to see the one step they have forgotten. Short films serve both. They also show prospective customers exactly what the product does today, without a sales deck in between.
You will find the films on each feature page, starting with Compliance Hub and the Inbox.
Prefer to see it live? Book a demo and we will show it on your own case. 30 minutes. Your data. No slides.