The integrator can now search any table in the dashboard for particular data using the Filters button on the top right hand side of the table.
Filtering is a very powerful capability that allows the integrator to search a specific column in the table using exact or partial matches. For Example, if they need to help a customer with their custodial account, they can filter the Custodial Accounts table by the account owner’s name to find the account. If they need to look at all Deposit ACH transactions in their system for reporting purposes, they can filter the transaction table by Deposit ACH transaction type. If they need to see all of their customers with a KYC Level 1, they can filter the Identities table by KYC level equal to L1.
In the future we will enhance this feature to provide more advanced search capabilities to allow multiple filters at a time.
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