Dashboard Architect

The Dashboard Architect is your AI visualization expert, specializing in creating ASIC RG94-compliant dashboards that transform complex investment operations data into actionable insights. While other agents focus on data analysis and workflow automation, the Dashboard Architect translates those insights into compelling visual narratives.

The Dashboard Architect creates interactive dashboards with real-time data synchronization, KPI tracking, and drill-down capabilities. Perfect for compliance reporting, operational monitoring, and executive dashboards.

Primary Capabilities

The Dashboard Architect excels at:

RG94-Compliant Dashboards

Pre-built templates that align with ASIC regulatory requirements, including variance tolerance matrices and breach status indicators

NAV Variance Tracking

Real-time visualization of NAV breaks, trending analysis, and tolerance threshold monitoring across fund portfolios

KPI Visualization

Customizable key performance indicators with drill-down capabilities, historical trending, and comparative analysis

Real-Time Metrics

Live data synchronization through Supabase subscriptions, ensuring dashboards reflect current operational state

Performance Attribution

Visual breakdown of fund performance by sector, security, currency, and custom groupings with deep-dive analysis

Operational Monitoring

Dashboards for breach status, workflow SLAs, validation progress, and risk limit monitoring

How It Works

Understanding Your Request

When you ask the Dashboard Architect to create a dashboard, it follows this process:

Contextual Analysis

Understands your current workspace context: which fund, which date range, which metrics matter most for your role

Data Discovery

Queries the database to understand available data, dimensions, and measures relevant to your dashboard request

Schema Design

Creates a comprehensive dashboard schema defining layout, visualizations, filters, and drill-down hierarchies

Compliance Review

Ensures all dashboards include required ASIC RG94 elements: variance tolerance status, breach indicators, audit trails

Draft Proposal

Presents the dashboard schema as a draft for your review before execution, explaining design rationale and success criteria

Execution & Publishing

Upon approval, publishes the dashboard schema to the database, making it immediately available across the OpsHub platform

Use Cases

Daily NAV Validation Dashboard

Scenario: A fund operations team needs a dashboard to monitor NAV variances across 50 funds every trading day. Solution: The Dashboard Architect creates a dashboard with:

Fund grid showing NAV, Administrator price, Variance amount, and Variance percentage
Conditional formatting highlighting breaks exceeding 3bp threshold in red
Filter dropdowns for fund group, asset class, and variance range
Summary KPIs: Total funds, Breaks detected, Average variance, Funds requiring action
Time-series chart showing variance trends over last 20 trading days

Value: Fund accountants see at a glance which funds need attention, root cause trends become visible, and compliance can easily verify validation procedures.

ASIC RG94 Compliance Dashboard

Scenario: Compliance officer needs quarterly evidence of ASIC RG94 compliance procedures, including breach history and control effectiveness. Solution: The Dashboard Architect creates a compliance dashboard with:

Breach calendar showing all reported breaches by fund and severity
Control test result matrix (procedures performed, dates, results)
Tolerance matrix visualization showing all validations against 3bp and zero-cash thresholds
Trend analysis: breach frequency, average investigation time, resolution effectiveness
Evidence links to underlying validation records and approval workflows

Value: Quarterly compliance reporting reduced from 4 hours to 5 minutes; audit-ready evidence captured automatically.

Portfolio Performance Dashboard

Scenario: Portfolio manager needs a dashboard showing fund performance, attribution, and comparative metrics for investor presentations. Solution: The Dashboard Architect creates a performance dashboard with:

Performance summary: YTD return, 1-year, 3-year, inception (vs. benchmark)
Attribution waterfall chart: sector contribution, security selection, currency impact
Risk metrics: volatility, Sharpe ratio, max drawdown, VaR
Peer comparison: fund ranking vs. benchmarks and peer group
Customizable date ranges and benchmark selection

Value: Portfolio managers prepare investor reports with professional visualizations; KPIs update automatically as new performance data arrives.

Operational Status Dashboard

Scenario: Operations manager needs real-time visibility into workflow statuses, SLA compliance, and team workload. Solution: The Dashboard Architect creates an operational dashboard with:

Workflow status breakdown: pending, in-progress, completed, overdue
SLA compliance metrics: on-time percentage, average processing time, bottleneck identification
Task queue by assignee with aging and priority indicators
Event timeline showing major operational events (approvals, breaches, escalations)
Workload distribution across team members

Value: Managers identify bottlenecks and resource constraints in real-time; team capacity utilization improves by 15-20%.

Key Features

Dashboard Schema Design

The Dashboard Architect creates dashboards using a comprehensive schema that includes: Layout Configuration:

Grid-based responsive design that adapts to desktop, tablet, and mobile viewports
Section grouping with collapsible accordion support
Custom ordering and visibility controls

Visualization Components:

Data Tables - Sortable, filterable grids with conditional formatting
Charts - Line, bar, area, waterfall, heatmap, and scatter plots
Cards - Summary KPI cards with trending sparklines
Gauges - Real-time metric monitoring with thresholds
Maps - Geographic distribution of holdings or exposures
Timelines - Event visualization and temporal analysis

Interactive Features:

Filter controls (dropdowns, date pickers, multi-select)
Drill-down navigation to detailed views or related dashboards
Cross-filtering where one visualization filters others
Export capabilities (PDF, PNG, Excel)
Scheduled refresh or real-time WebSocket updates

Real-Time Data Synchronization

Dashboards leverage Supabase real-time subscriptions to ensure:

Metrics update instantly as new data arrives
No manual refresh required
Multiple users see consistent data simultaneously
Audit trail of all data changes

Example: As a new NAV validation record is created, dependent dashboards immediately reflect the new breach count, variance average, and trending analysis.

Compliance Integration

All Dashboard Architect creations include built-in compliance features: ASIC RG94 Compliance Elements:

Variance tolerance matrix (3bp NAV, zero cash thresholds)
Breach status tracking and reporting
Validation evidence links
Audit trail with timestamp and user attribution
Automatic compliance report generation

Audit Trail:

Dashboard creation logged with creator, timestamp, rationale
All schema modifications tracked for compliance visibility
Access logs showing who viewed which dashboards

Database Integration

The Dashboard Architect queries and visualizes data from 14 PostgreSQL business schemas:

Schema	Focus	Dashboard Use
`validation`	NAV validations and breaks	Variance tracking, breach status
`investment`	Holdings and positions	Performance, exposure analysis
`performance`	Return data and attribution	Performance dashboards
`risk`	Risk metrics and limits	Risk monitoring dashboards
`workflow`	Process automation and approvals	Operational status dashboards
`compliance`	Compliance checks and evidence	Compliance reporting dashboards
`audit`	Audit trails and access logs	Audit dashboards, control testing
`market_data`	Pricing and benchmarks	Performance attribution, peer comparison

Row-level security ensures users only see dashboards and data they have permission to access.

Natural Language Examples

Ask the Dashboard Architect any of these questions in natural language:

“Create a dashboard showing NAV breaks over the last 30 days with trending analysis”
“Build a compliance dashboard for ASIC RG94 reporting with breach calendar and control test results”
“Show me portfolio performance attribution by sector for the last quarter”
“Create an operational dashboard tracking workflow SLAs and team workload”
“Build a risk monitoring dashboard with VaR, stress testing results, and limit breaches”
“Create a dashboard comparing fund performance vs. benchmarks and peers”
“Show me cash reconciliation status across all funds with balancing exceptions”

The Dashboard Architect understands your context and generates appropriate visualizations without requiring technical dashboard configuration knowledge.

Best Practices

Effective Dashboard Design

Do:

Start with clear objectives: what decision will this dashboard support?
Include KPIs that matter to your role (fund accountants value variance tracking; PMs value attribution)
Provide drill-down paths from summary to detail
Use conditional formatting to highlight exceptions requiring action
Implement role-based filtering so each user sees relevant data
Refresh frequency should match decision-making needs

Don’t:

Overload dashboards with too many metrics (limit to 5-7 key ones)
Use visualizations that obscure rather than clarify (avoid 3D pie charts)
Create identical dashboards for users with different needs
Forget to include compliance-required fields for regulatory dashboards

Performance Considerations

For High-Volume Data:

Use aggregated fact tables rather than raw transaction tables
Implement time-based filtering to limit data scope
Consider scheduled refreshes for complex calculations rather than real-time updates

For Real-Time Dashboards:

Limit Supabase real-time subscriptions to essential metrics
Use debouncing on filter changes to reduce update frequency
Cache frequently accessed dashboards in browser local storage

Collaboration with Other Agents

The Dashboard Architect frequently collaborates with: Fund Accountant Assistant → Creates NAV variance dashboards visualizing investigation results Investment Analytics Strategist → Visualizes attribution analysis and scenario modeling results Workflow Director → Displays workflow statuses, SLAs, and approval progress Compliance Sentinel → Builds compliance reporting dashboards with audit evidence Data Quality Analyst → Visualizes data quality metrics and anomaly detection results Portfolio Manager Copilot → Creates performance and exposure dashboards

Technical Architecture

Dashboard Storage

Dashboards are stored in the analytics.dashboards table:

id (UUID primary key)
tenant_id (multi-tenant isolation)
name, description, icon
schema (JSON - full dashboard configuration)
created_by, created_at
updated_by, updated_at
published (boolean - visibility control)

Dashboard Update Workflow

Dashboard Architect generates schema in draft format
User reviews and approves the draft
Upon approval, schema is committed to analytics.dashboards
Frontend immediately loads and renders the dashboard
Real-time subscriptions activated for live data updates
Usage analytics tracked in analytics.dashboard_views

Common Questions

Q: Can I edit a dashboard after it’s created? A: Yes. The Dashboard Architect can propose modifications by querying existing schema, modifying components, and presenting as a new draft for approval. Q: What happens if my data structure changes? A: Dashboards may need adjustment. The Dashboard Architect can identify schema mismatches and propose updates automatically. Q: How many dashboards can I create? A: Unlimited. Organize them logically by role, fund, or reporting period for easy discovery and navigation. Q: Can I share dashboards across the team? A: Yes. Published dashboards appear in the catalog for all users with appropriate permissions. Role-based filtering ensures each user sees relevant data. Q: How do I export dashboard data? A: All Dashboard Architect visualizations support export to PDF, PNG, and Excel formats via the dashboard UI.

Next Steps

Explore All Agents

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Agent Tools Reference

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Getting Started

Quick start guide for using the Agent System

Architecture Deep Dive

Understand multi-agent orchestration and database integration

Working with the Dashboard Architect: Start with a simple request like “Create a NAV variance dashboard” and see what the agent proposes. Provide feedback on layout, metrics, or drill-down paths, and it will refine the design based on your preferences.

Agent System Overview

Available Agents

Integration Patterns

Agent Tools & Capabilities

Dashboard Architect

Dashboard Architect

Primary Capabilities

RG94-Compliant Dashboards

NAV Variance Tracking

KPI Visualization

Real-Time Metrics

Performance Attribution

Operational Monitoring

How It Works

Understanding Your Request

Use Cases

Daily NAV Validation Dashboard

ASIC RG94 Compliance Dashboard

Portfolio Performance Dashboard

Operational Status Dashboard

Key Features

Dashboard Schema Design

Real-Time Data Synchronization

Compliance Integration

Database Integration

Natural Language Examples

Best Practices

Effective Dashboard Design

Performance Considerations

Collaboration with Other Agents

Technical Architecture

Dashboard Storage

Dashboard Update Workflow

Common Questions

Next Steps

Explore All Agents

Agent Tools Reference

Getting Started

Architecture Deep Dive

Agent System Overview

Available Agents

Integration Patterns

Agent Tools & Capabilities

​Dashboard Architect

​Primary Capabilities

RG94-Compliant Dashboards

NAV Variance Tracking

KPI Visualization

Real-Time Metrics

Performance Attribution

Operational Monitoring

​How It Works

​Understanding Your Request

​Use Cases

​Daily NAV Validation Dashboard

​ASIC RG94 Compliance Dashboard

​Portfolio Performance Dashboard

​Operational Status Dashboard

​Key Features

​Dashboard Schema Design

​Real-Time Data Synchronization

​Compliance Integration

​Database Integration

​Natural Language Examples

​Best Practices

​Effective Dashboard Design

​Performance Considerations

​Collaboration with Other Agents

​Technical Architecture

​Dashboard Storage

​Dashboard Update Workflow

​Common Questions

​Next Steps

Explore All Agents

Agent Tools Reference

Getting Started

Architecture Deep Dive

Dashboard Architect

Primary Capabilities

How It Works

Understanding Your Request

Use Cases

Daily NAV Validation Dashboard

ASIC RG94 Compliance Dashboard

Portfolio Performance Dashboard

Operational Status Dashboard

Key Features

Dashboard Schema Design

Real-Time Data Synchronization

Compliance Integration

Database Integration

Natural Language Examples

Best Practices

Effective Dashboard Design

Performance Considerations

Collaboration with Other Agents

Technical Architecture

Dashboard Storage

Dashboard Update Workflow

Common Questions

Next Steps