The kycert compliance dashboard is your team’s central command center for KYC/AML operations. Compliance officers and analysts use it to monitor every stage of the customer verification lifecycle — from the moment a registration arrives through the final approval or rejection decision. Access your dashboard at admin.kycert.com.br/{your-slug}, where {your-slug} is your brokerage’s unique identifier. Every page you see is scoped exclusively to your tenant — no data from other brokerages is ever visible.
Dashboard Home
When you log in, the dashboard home loads your key performance indicators at a glance. The KPI cards across the top of the page show:
- Total Customers — the total number of active registrations in your tenant (excludes inactive records).
- Pending Review — customers currently in
em_analise status, waiting for an analyst decision.
- Approved — customers that have passed compliance review and are cleared for FX operations.
- Rejected — customers that failed compliance checks.
- Bureau Runs Today — the number of automated KYC verification runs executed in the current calendar day.
Below the KPI cards you’ll find a 30-day registration volume chart — an area chart showing new customer registrations by calendar day. Use this to spot onboarding spikes, seasonal patterns, or gaps that may require staffing adjustments.
Further down the page, the Work Queue lists every customer who needs attention right now. The queue groups cases by urgency:
- Overdue — customers in
em_analise for more than 48 hours, or in pendencia for more than 5 days. These cases are highlighted and require immediate action to meet BCB 3.978 timelines.
- In Analysis — customers actively under review, within normal processing time.
- Pending — customers who were asked to supply additional documents and whose response is still awaited.
Each work queue row shows the customer’s name, type (PF or PJ), and how long they have been in the current status. Click any row to go directly to that customer’s full profile.
The sidebar on the left side of every page gives you access to all modules in kycert.
| Section | What it does |
|---|
| Customers | View and search the complete registry of all PF and PJ registrations. Apply filters by status, type, and date range, or search by name or document number. |
| Analysis Queue | Your daily work queue — all customers requiring a human review decision after automated bureau checks. |
| Bureau | The KYC verification engine. Configure verification templates (which sources to activate per phase) and inspect the history of all bureau runs. |
| Operations | Register and track foreign exchange transactions linked to KYC-approved customers. Generate AI-powered compliance reports (laudos). |
| Settings | Tenant-level configuration: your brokerage’s profile, team users, roles, plan details, billing, and integrations such as OneDrive sync and webhooks. |
| Developer | Manage API keys and configure webhook endpoints for real-time event notifications to your internal systems. |
Role-Based Access
kycert enforces role-based access control across every module. Your account administrator assigns a role to each team member when creating their invitation.
| Role | Capabilities |
|---|
admin | Full access: customers, bureau, users, settings, developer tools, and all configuration |
compliance | Approve, reject, and pend customers; view bureau run results and risk console; cannot manage users or settings |
comercial | View only the customers explicitly assigned to them; no bureau or settings access |
viewer | Read-only access across all areas; cannot take any action that modifies data |
Sessions time out automatically after a period of inactivity to protect sensitive compliance data. You can configure the inactivity timeout threshold in Settings → Security. If your session expires, kycert redirects you to the login page and preserves your last URL so you return to the right place after re-authenticating.