There are several ways the user interface can be styled and configured:

  • FDM - The form data model allows configuration of form fields shown to users as well as configures fields used in the portfolio and invitation screens - see Form and Workflow Data Model

  • Insights Dashboard - The dashboard used to show metrics, ratios for each company

Insights Dashboard

Example insights dashboard showing financial metrics and widgets

Dashboards can be customized via the dashboard-primary.json5 (Lender) and dashboard-customer.json5 (Lender) files located in /private/dashboard/, which can be accessed via WebDAV.

By default there are four regions on the page than can be customized in the configuration files:

Profile: Customer’s information from the profile form.

Metrics: Custom or default metrics. Please visit Metrics API for a more in-depth view of this.

Tabs: What tabs should be displayed in the dashboard.

Widgets: Select the widgets and custom charts to be displayed in each tab and where they should be positioned (by order) and column (left or right).

Check out the https://github.com/boss-insights/kitchen-sink example on GitHub to see a range of possibilities, or start with a minimal template using https://github.com/boss-insights/simple-account