Customer profile navigation on the admin console

The customer profile page shows a customer’s core profile, documents, bank details, activity history, transactions, savings, and loans, so you can quickly move to the section that matches the information you need.

Overview

The customer profile page in Pecunia brings together the different types of information available for a customer into a single view. Rather than presenting everything in one long page, the profile is divided into sections so users can move directly to the kind of record they need to review. This makes it easier to understand a customer at a glance and then navigate to more specific information such as documents, savings records, account-linked financial details, activity history, transactions, or loans.

Information shown at the top of the profile

At the top of the profile, you can quickly see a summary of the customer before opening any of the sections below. This top area helps confirm that you are viewing the correct customer and provides quick context about the account.

The summary can include information such as the customer’s name, user ID, tier, balance, payment link, previous loans count, and loan requests count.

At a glance

The customer profile page is divided into sections that group different types of customer information:

• General Details for profile information, verification details, employment details, next-of-kin information, and tier history
• Documents for uploaded records and document review statuses
• Savings for savings balances, targets, maturity details, and savings status
• Messages for customer-related communication records available on the profile
• Bank Details for linked bank accounts, cards, virtual accounts, and direct debit mandate records
• Audit Trails for activity history, login-related records, and account events
• Transactions for money movement and transaction records tied to the customer
• Loans for loan history, loan status, and loan-related actions

Sections on the customer profile page

The customer profile page is organized into the following sections:

• General Details
• Documents
• Savings
• Bank Details
• Audit Trails
• Transactions
• Loans

When you open a customer’s profile, you are taken to the General Details section by default.

General Details

The General Details section provides a broad overview of the customer’s profile information.

Use this section when you want to review core customer information in one place. This can include personal details, contact details, residential information, verification-related information, employment details, next-of-kin details, back-office assignment details, and tier history.

It is usually the best place to start when you want a broad understanding of the customer before moving into more specific records.

Documents

The Documents section shows records and files that have been uploaded or submitted for the customer.

Use this section when you want to review supporting documents, confirm whether required documents are available, or check the status of documents that have been approved, rejected, or are still pending.

It helps you determine whether the customer’s submitted records are sufficient for review, onboarding, or compliance-related checks.

Savings

The Savings section shows the customer’s savings records on the platform.

Use this section when you want to review savings balances, savings targets, interest, maturity information, or the status of the customer’s savings plans.

This section is helpful when you want to understand the customer’s savings activity separately from their transaction or loan history.

Bank Details

The Bank Details section shows the financial details linked to the customer.

This can include linked bank accounts, cards, virtual account information, and direct debit mandate records.

Open this section when you need to review the payment methods and account-linked channels associated with the customer.

Audit Trails

The Audit Trails section shows activity history and system-related records associated with the customer account.

Use this section when you want to review account events over time, check login-related information, or understand recorded activity tied to the customer profile.

Unlike the Transactions section, this area focuses on account events and system history rather than money movement.

Transactions

The Transactions section shows the customer’s transaction history on the platform.

Use this section when you want to review money movement tied to the customer, including entries such as funding, transfers, withdrawals, savings activity, repayments, and disbursements where applicable.

This is typically the clearest view of financial activity at the transaction level.

Loans

The Loans section shows the customer’s loan records and loan-related activity.

Use this section when you want to review loan history, due dates, repayment obligations, or loan statuses. It can also support loan-related actions available on the page.

Depending on the customer’s history, this section may show statuses such as pending, running, past due, terminated, abandoned, and other loan-processing states.

This section is most relevant when the review is tied to the customer’s borrowing history or current loan position.

How to navigate the customer profile

To navigate the customer profile page effectively:

1. Start with General Details if you want an overall view of the customer.
2. Open Documents to review submitted records and document statuses.
3. Open Savings to review savings-related records.
4. Open Bank Details to review linked bank accounts, cards, virtual accounts, and mandates.
5. Open Audit Trails to review activity history and account events.
6. Open Transactions to review financial activity and money movement.
7. Open Loans to review the customer’s loan records, statuses, and related actions.

Example navigation paths

Example 1: Reviewing a customer during onboarding

A user may start in General Details to confirm the customer’s profile and verification context, then move to Documents to review submitted records. From there, they may open Bank Details to check linked accounts, cards, virtual accounts, or direct debit mandates.

Example 2: Reviewing a customer before a loan decision

A user may begin in General Details for overall customer context, move to Transactions to review account activity, open Savings to understand savings behaviour where relevant, and then check Loans to review borrowing history, current loan records, and statuses.

These paths help users move through the page based on the kind of decision or review they need to make.