Customer Portfolio
Consent-scoped customer records, trend review, and single-customer drill-down for enterprise teams who need a serious working portfolio.
Customer drill-down highlights recent recoveries so teams can inspect what changed instead of relying on a flat score.
Operators can act on soon-to-expire scopes before portfolio visibility disappears unexpectedly.
The customer page is designed for trajectory review, not just a single score snapshot.
Stable upward trend with one flagged recovery lane and no expiring identity scopes.
Higher-touch customer set with recent movement and two active review notes.
Webhook-stable portfolio with low alert pressure and clean audit history.
This is where teams move from raw lookup volume into a clear picture of the customers they are monitoring.
The drill-down gives risk, trust, and qualification teams a serious view instead of a summary card with no usable depth.
That preserves operational usefulness without quietly turning the dashboard into an unrestricted people-search tool.
Date filters, export shortcuts, and cohort labels keep that review usable inside a real trust workflow instead of trapping it in one static chart.
{
"subject_id": "subj_28401",
"hrs": {
"current": 782,
"trend": "recovering",
"plateau_window_days": 19
},
"consent": {
"scope": "hrs.lookup.identity",
"granted_at": "2026-02-01T13:24:00Z"
},
"recent_events": [
{ "type": "verified_completion", "at": "2026-03-01T09:10:00Z" },
{ "type": "early_release", "at": "2026-02-18T12:42:00Z" }
]
}Customer drill-down stays bounded by consent scope while still giving operators a serious trend view and event history.
The portfolio should open with a clear count of customers the team is actively reviewing.
Operators need to see how many subjects are actively climbing back, not just the flagged failures.
Consent pressure belongs on the first portfolio screen because it changes what the team can keep monitoring.
Teams should be able to jump from the portfolio into saved cohorts without rebuilding the same filters.
The first screen should show where attention is actually needed, not just the total number of subjects.
The likely next export or report should be visible from the portfolio itself.
The portfolio view keeps every consent-backed customer record in one working list so teams can sort by current HRS, recent movement, cohort, or alert state.
This is where teams move from raw lookup volume into a clear picture of the customers they are monitoring.
Each customer record opens a detailed timeline with rises, declines, recoveries, plateaus, consent history, and the event markers allowed under the active scope.
The drill-down gives risk, trust, and qualification teams a serious view instead of a summary card with no usable depth.
The portfolio never exposes fields outside the active consent and purpose boundary. Identity-backed matching, event depth, and report actions stay tied to the approved purpose and audit logged.
That preserves operational usefulness without quietly turning the dashboard into an unrestricted people-search tool.
A serious customer page needs more than a score. Teams should be able to inspect rises, plateaus, recoveries, and negative events in time order, then explain why the current trend looks the way it does.
Date filters, export shortcuts, and cohort labels keep that review usable inside a real trust workflow instead of trapping it in one static chart.