Read-only analytics dashboard for a client in the financial sector
Monthly serviceClient: Private client in the financial sectorSector: Financial services
A dashboard that reads several financial accounts in read-only mode and keeps its own history. It has no permission to trade, withdraw or transfer.
The problem
The platform does not keep enough history to analyse an account over the long term, and reviewing the data by hand is slow and leads to mistakes. With several accounts, a single safe place to see them all is also needed.
What was built
- Automatic, periodic reading of each account state, read-only and with no permission to operate.
- Its own history in a database, much longer than what the platform retains, with tested backups.
- A dashboard with derived metrics, daily summaries and exports, with each account kept apart from the others.
- Adding, deactivating and restoring accounts from the dashboard, keeping past data, with double-confirmation warnings on sensitive actions.
- A double lock to enable real data, plus human approval for every activation.
- Credentials kept out of the code, logs free of sensitive data and errors always visible, with no silent failures.
Result
A monthly service in production with real accounts. Access is read-only, and a person approves every activation.
What you can see
Video and demo of the dashboard with synthetic data. No real client data is shown.
Shown with synthetic data, never with real client data.
What it shows
Continuous read-only analytics, with each account kept apart, as a monthly service.