Features of AcuCheck

Dashboard Overview and Request Monitoring

The AcuCheck Dashboard provides a high-level view of request activity and customer distribution across the platform. It surfaces key metrics such as total requests, completed requests, pending requests, and expired requests for the selected time period.Visual indicators and trend charts allow users to quickly assess volume changes, request outcomes, and overall activity patterns.

The dashboard also highlights top customers and separates individual and business customer counts, helping teams identify usage trends without navigating into individual reports.

Centralized Report Management

The Reports screen acts as the primary workspace for managing customer report requests. It presents a searchable, tabular view of all requests, including customer details, contact information, request status, AcuScore values (when available), delivery channels, and request dates.

From this screen, users can initiate new requests, resend report links, and access detailed report views. The centralized layout ensures consistent visibility into request progress while supporting efficient follow-up and monitoring.

Customer Creation and Management

AcuCheck supports the creation and management of both individual and business customers. Users can add new customers directly from the reporting workflow, reducing friction between customer onboarding and request initiation.

Customer records are reused across reports and calculations, allowing consistent tracking of customer activity over time. This structure supports repeat requests while maintaining a single source of truth for customer information.

Search and Advanced Filtering

Search and filtering capabilities are available across key screens to help users quickly locate customers, reports, or users. Filters can be applied to narrow results based on request status, customer type, or other available criteria.

These tools help teams manage growing datasets efficiently and focus on specific subsets of activity without manual scanning.

Debt-to-Income (DTI) Calculator

The DTI Calculator enables users to calculate a customer’s debt-to-income ratio using selected customer data. Filters allow users to choose relevant customers before applying calculations, supporting accurate and repeatable DTI evaluations.

This feature integrates directly into the AcuCheck workflow, allowing financial assessment to occur alongside report management rather than as a separate process.

User Management

The Users screen allows administrators to view, add, edit, and deactivate users within the platform. User status indicators clearly distinguish between active and inactive accounts, while role-based access controls determine the actions each user can perform.

This ensures controlled access to sensitive operations such as report creation, user administration, and settings configuration.

Configurable Settings

AcuCheck includes configurable settings that allow organizations to tailor platform behavior to their operational needs. These settings include:

• Report link behavior, such as resend limits and reallocation timing
• Notification templates, used for customer communications
• DTI score configuration, which influences how DTI values are calculated and interpreted

Centralized configuration ensures consistent behavior across users and requests while allowing flexibility as business requirements evolve.

Notifications and System Feedback

Notification indicators alert users to updates such as request status changes or system events. These visual cues help users stay informed without manually checking individual records, supporting timely follow-up and operational awareness.