Product preview

A closer look at Prudexis workflows

These product views show how compliance teams monitor watchlist data, review agent-driven workflows, and manage investor screening with clear status indicators and operational context.

Operational dashboard

Prudexis dashboard with watchlist record metrics, agent runtime status cards, and watchlist source table.
Live view of watchlist coverage, source freshness, and agent runtime status.

Workflow snapshots

Investor screening queue

Sort investors by risk level, account type, nationality, and open-hit load.

Prudexis investor screening table with investor IDs, risk, open hits status, and profile details.

Risk-weighted shortlists

Review compact row-level summaries with clear risk tags and open-hit counts.

Prudexis investor list rows showing account type, risk, open hits, and location.

Profile general details

Review account, identity, and relationship fields with timeline comments in one panel.

Prudexis investor profile general tab with account details, identity records, and comments.

Investment vehicle linkage

Track associated funds and legal vehicles linked to an investor profile.

Prudexis investor profile investment vehicles tab listing linked vehicle names.

Document evidence view

Access uploaded files, timestamps, and reviewer notes used for verification.

Prudexis investor profile files tab showing a proof-of-address record and description.

Open-hit match detail

Inspect individual matched names, aliases, entity type, and source-level context.

Prudexis open-hit match rows with candidate names, aliases, entity type, and source references.

See this with your own policies

We can run a guided walkthrough mapped to your sanctions, PEP, adverse-media, and escalation workflows so your team sees practical fit before rollout.

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