Integraxion17 Portfolio Intelligence Dashboard

Governance console + portfolio summary + run comparison + period variance + reviewer workload + activity intelligence

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Portfolio Summary

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Status Breakdown

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Reconciliation Breakdown

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Portfolio Breakdown

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Entity Breakdown

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Run List

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Run Overview

Kopano AI Copilot

Governed orchestration layer for run, exception, reviewer, and portfolio intelligence.
Phase 2A · Read Only
Context
Run ID
—
API Base
—
Allowed in Phase 2A
Read-only intelligence only. No approvals, retries, uploads, or data mutation.
AI Response
No AI task run yet.
Awaiting request...

Lifecycle Ribbon

Load a run to see lifecycle progression.

Action History

Load a run to see recent actions.

Guided Workflow

Load a run to see next actions.

Run Comparison

Run Entity Portfolio Period Status Open Exceptions Actuarial Journals Passed Recons
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Period Variance

Load period variance to compare runs across periods.

Reviewer Workload

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Exception Ageing

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Reconciliation Trends

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Reviewer Drill-Down

Load a reviewer to inspect assigned exceptions.

Recent Activity

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Run Approval Controls

Workflow Retry

Exception Queue

Open
0
In Review
0
Resolved
0
High Severity
0
Rule Status Severity Assigned Created
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Exception Action

Resolve Exception

Resolve → Retry

Run Details

Actuarial Results

Result Type Value Created At
Click a row for explainability.

Explainability

Select an actuarial result to view traceability.

Audit Timeline

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Report Viewer

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