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Summary

The Summary page is a high-level, risk-prioritized page in Transaction Risk Analytics (TRA). It surfaces triggered-risk entries, applies consistent filters across pages, and allows progress tracking at the entry level. This helps auditors and analysts triage more efficiently and maintain consistent context when navigating between Summary and Explorer.

The Summary Page includes:

• Triggered-risk rows at the top for faster review
• Filters that persist across Summary and Explorer
• Drill-down to Explorer in All Entries view
• Key Segment filters to focus on specific groups of data
• Entry-level review tracking with Reviewed/Unreviewed
• Persistent Key Segment, filter, and column settings

Go to the Summary page

Once you have successfully configured it, you can access the Summary page.

1. Select the TRA analysis you want to review.
2. From the Analyze page, go to the Summary tab.
3. The Summary Page loads with the default Key Segment, as defined by your App Admin in the Analysis Designer.

Page Views

Page Views allow you to save and reuse your Summary page configuration, including filters, Segments, risk level, time frame, and amount thresholds. Saved views make it easy to return to meaningful triage setups, maintain consistent review criteria, and standardize workflows across teams.

With Page Views, you can:

• Save your current Summary configuration with a custom name and category
• Reload saved views across sessions or analysis periods
• Apply saved views directly from the page view header or the Actions menu
• Update or duplicate existing views as your review needs change