Product preview

A closer look at Prudexis workflows

See how Prudexis works in practice — from live dashboard to agentic hit review to investor screening queue. Everything your compliance team needs, in one workflow.

Operational dashboard

Live monitoring view

Start in the Review Queue to assess flagged matches, apply recommended dispositions, and keep analyst decisions consistent; then monitor watchlist totals, source-type distribution, feed freshness, and per-source runtime health in the dashboard.

Prudexis dashboard with watchlist record metrics, agent runtime status cards, and watchlist source table.

Agent review output

Agent-generated hit assessment

Example of how the agent summarizes a screening hit, explains its rationale, and proposes a disposition for analyst review.

Prudexis agent job summary showing investor profile details, watchlist hit details, a false-positive recommendation, and structured rationale.

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.

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.

Policy and procedure updates

Update internal policies and procedures so the agent applies the latest compliance guidance during review.

Prudexis policy and procedure update view used to maintain guidance for agent review workflows.

Active screening sources

Source coverage overview

Monitor all active screening sources and verify freshness, type, and current status at a glance.

Prudexis overview of active screening sources with source names, categories, and status indicators.

Source-level detail

Inspect source-specific metadata and operational details used to validate screening quality.

Prudexis detailed view of a screening source with metadata, configuration, and operational fields.

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.

Screening with recommended disposition

Review hit outcomes with a suggested disposition and supporting rationale before analyst sign-off.

Prudexis screening view showing hit details and a recommended disposition with rationale.

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.

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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