The Alloy Dashboard is where you view and manage your organization's activity in Alloy. That includes applications, evaluations, entities, workflows, journeys, investigations, reports, and your account settings.
Alloy runs applicant and entity data through the workflows and data services you set up. Each run ends in an outcome, such as approve, deny, or manual review. The dashboard shows you the data, rules, and decisions behind each outcome. Alloy logs every decision and its supporting data, so you have a full record for audits.
The sidebar
The sidebar on the left is how you move around the dashboard. What you see in it depends on your account setup, the products you use, and your role's permissions.
From top to bottom, the sidebar has:
Account switcher: the name of the account you're viewing. If you can access more than one Alloy account, click it to switch. You can search your accounts or pick a recent one.
Main menu: the pages you use day to day, sorted into groups. See Main menu below.
Settings: opens your account settings. See Settings below.
Support: opens a chat with Alloy Support.
Profile menu: your name and initials. Click it to open your profile menu.
Expand or collapse the sidebar
Click the round arrow button on the right edge of the sidebar, near the top.
Expanded shows each page's name.
Collapsed shows icons only, which gives you more room. Hover over an icon to see its name.
Open or close a group
Click a group's name, like Records, to open or close it. The dashboard remembers which groups you left open.
Main menu
Analytics
Understand policy performance. The reports you see depend on the products and reporting features turned on for your account.
Reviews
Work that needs a review or a follow-up.
Applications: Review, triage, and resolve onboarding decisions. Applications are the records of what happens each time a Journey runs. Needs Journeys access.
Investigations: Review, triage, and resolve groups of alerts for risky entities.
Case Management: Manage, investigate, and resolve cases, with a full history that's ready for audits.
Review Queue: Work through evaluations that need manual review.
Tip: Pin a saved view on the Applications or Investigations page to add it to the sidebar. Pinned views appear under that page's name, so you can jump straight to the ones you use most.
Reports
SARs: Create and file Suspicious Activity Reports.
CTRs: Create and file Currency Transaction Reports for any cash transaction over $10,000.
Records
History of what's happened in your account.
Entities: View and manage the people and businesses evaluated in Alloy. An entity's profile can include its evaluations, applications, events, documents, notes, and alerts.
Evaluations: View a record of what happens each time a Workflow runs, including the data collected, the rules that fired, and the outcome.
Alerts: View alerts on risky activity across entities and events.
Audit: View audit records for activity in your account. What you can see depends on your role's permissions.
API Logs: View your account's API requests and their details.
Policies
The setup Alloy uses to make decisions.
Journeys: Create and manage policy orchestration flows. A Journey can include several entities, workflows, and actions.
Workflows: Create, manage, and test the rules and logic behind your decisions.
AI Assistant: Get AI-powered help inside the dashboard.
Marketplace: Find Alloy and partner solutions. Some accounts see this as Partner Center.
Settings
Click Settings in the sidebar to open your account settings. A settings menu appears down the left side of the page, sorted into groups. You'll only see the pages your role has access to.
Account
Organization: Manage general settings for your organization.
Account: Manage settings for your own login.
Agents: Add and manage the people in your organization.
Roles: Create and manage sets of permissions for agents.
Customer Groups: Manage the accounts in your group. Only shown to parent organizations.
AI Agents: Build and manage AI agents to run in your journeys.
AI Analysis
Access
API Keys: API keys and resources for developers who integrate with Alloy.
Authentication: Manage the ways people in your organization can log in to Alloy, such as single sign-on (SSO).
Files: Browse, manage, and upload files, and set up secure file transfer.
Webhooks: Set up and manage webhooks.
Webhook Logs: See every webhook Alloy has tried to send, and whether it worked.
Data Import
Connectors
Review
Saved Views: Manage saved views across all pages. A saved view is a snapshot of a table's columns and filters.
Review Reasons: Manage the labels reviewers pick to explain why they approved or denied an application.
Investigations: Manage the types of investigations your organization uses.
Case Management
Entity Feedback: Import fraud evidence and other entity feedback for model training and backtesting.
Policy
Events: Map API events to workflows, and view logs of the events Alloy received.
Services: Manage default settings and credentials for each data service across all your workflows.
SDK: Create and manage keys and other settings for the Alloy SDK.
Lists: Create and manage lists of information, like an allowlist or denylist, to use in your decision logic.
Custom Lists
Tags: Create and manage custom tags that record information while your decision logic runs.
Reason Codes: Create and manage groups of reason codes to use in your decision logic.
Published Attributes: Create and manage saved values you can reuse across workflows.
Outcomes & Statuses
Testing
Sandbox Profiles: Create and manage test profiles that make the Alloy sandbox return the results you choose.
Notifications
Rule-Based Notifications: Get notified when an account-wide rule is triggered, so you can track trends in tags, outcomes, and more.
Each group remembers whether you left it open or closed.
Profile menu
Click your name at the bottom of the sidebar to open your profile menu. It has:
Beta Features: turn on or off the beta features available to your organization. You only see this when your organization has beta features to try.
Product Updates: read about recent changes to Alloy.
Notifications: see your notifications. A number shows how many are unread.
Logout: sign out of Alloy.