AML risk assessments on linked companies, with contact details kept in step between Xama and Elevale. Requires [Professional+].
At a glance
Connection type: OAuth2 client credentials
Status: Available
Plan: Professional+
Data points: 12 metrics available in the KPI catalog
Metrics you can track
Connected KPIs can sync the following categories from Xama. See Data points for the complete catalog with descriptions.
Operational: AML reviews due, Open AML reviews, AML assessments completed, Linked clients, Assessments in progress (+7 more)
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect Xama.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Xama connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases
Where the data appears
On a linked company in CRM: approved risk level, assessment status, who prepared and reviewed it, and when it was completed.
After a match, later syncs replace name, email, phone, address, and date of birth when the other side has a different value. That includes the company name.
Passport numbers and driving licence numbers stay in Xama and are not stored in Elevale.
Connected KPIs count linked clients, risk bands, and assessments in progress or review.