Get started with the Convier platform

Signing in

Convier uses the SSO (single sign-on) solution of your organization. Use your regular company credentials when signing in to Convier for the first time. When opening the application again, you will be remembered and automatically logged in.

Get an overview or analyse data from the object view

The object view is the entry point to all the information that Convier has access to on some entity (f.ex. a Customer). This page can be used to get an overview of the available information, or as a starting point to dive deeper into the detailed data connected to this entity. Read more about object views here.

To open the object a specific object view, either use the search function, or use a direct link URL from some internal system integrated with Convier (f.ex. from a task in a CRM system).

Customer object view An object view for a Customer object

Complete a report workflow

The report view is a tool that helps analysts work through a specified analysis workflow and document their findings while they work. The reporting functionality aims to both streamline the data analysis, as well as automate as much as possible of the manual documentation work. Read more about reporting in Convier here.

A report view is connected to an object view in Convier, usually one representing a task or alert. Open a specific report either by searching for the corresponding task or alert, or by using a direct link URL from some internal system integrated with Convier (f.ex. from a task in a CRM system).

Report view Example of a report view for an Enhanced Due Diligence report, connected to a KYC Case object

Read more about how to navigate in the platform here.

Analyse data

Convier offers a variety of functionality and tools for diving deeper into the data analysis. Details and relations in data such as transactions and customer data can be explored using aggregation tables, transaction flow charts or the graph application. The Analysing data section contains more information on how to perform in-depth data analysis in Convier.