When you create a Connected KPI on KPIs & Dashboards, pick from the data points below. The catalog reflects what is enabled for this integration on your platform.
Operational
AML reviews due (count) - Linked companies with no approved assessment, or an approved assessment older than 12 months, that are not already in review.
Open AML reviews (count) - Linked companies whose Xama assessment is in progress or in review.
AML assessments completed (count) - Linked companies with an approved Xama risk assessment. That approval is Xama's completed AML check.
Linked clients (count) - Companies linked to a Xama client.
Assessments in progress (count) - Linked companies whose Xama assessment is in progress.
Assessments in review (count) - Linked companies whose Xama assessment is in review.
Not assessed (count) - Linked companies with no Xama risk assessment started.
Low-risk clients (count) - Linked companies whose approved Xama risk is low.
Normal-risk clients (count) - Linked companies whose approved Xama risk is normal.
High risk (count) - Linked companies whose approved Xama risk is high.
Very high-risk clients (count) - Linked companies whose approved Xama risk is very high.
High or very high risk (count) - Linked companies whose approved Xama risk is high or very high.
How sync works
Each data point maps to a provider API query executed by the integration sync engine.
On save or scheduled sync, Elevale fetches the latest value and appends to KPI history.
Connection status on the KPI shows the last successful sync or error message.
Setup and troubleshooting: Setup & usage