Portfolio Intelligence

Real-time risk, scoring, and behavioral health across all booked customers

CA
Ask the portfolio
Natural language → ACTIGEN AI → SQL → live Postgres query
Text-to-SQL

Re-KYC needed

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    Customers
    0 accounts
    Transactions
    0
    parsed across all banks
    Avg Credit Score
    weighted across accounts
    High-Risk Customers
    EWS Red band
    Open Fraud Signals
    HIGH severity, unreviewed
    Eligible Loan (total)
    ₹0
    pre-qualified pool

    Credit Score Distribution

    Headline score band per customer (best account)

    EWS Risk Mix

    Customer count by early-warning band

    Profession × Risk Heatmap

    Where the at-risk concentration is

    No segmentation data.

    Bank Mix

    Statement-source distribution

      Top Anomaly Customers

      Highest count of HIGH-severity fraud signals

      Open Fraud Center
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      Aggregate Money Flow

      Average across all observed months

      Total monthly inflow₹0
      Total monthly outflow₹0
      Net monthly cashflow₹0
      Eligible loan pool₹0
      Inflow/outflow are summed across all customers' average monthly figures — useful as a coarse capital-flow proxy for the portfolio.
      AI Co-Pilot
      Watching: Portfolio dashboard
      ⌘. toggles · ACTIGEN AI-poweredLive