Summary

The transaction and entry details page displays the control points that contributed to each risk score, allowing deeper investigation of the data. 

On this page, you can:

• View transactions and entries categorized on different risk levels
• View the control points within a risk score
• Add an entry or transaction to the audit plan
• Mark an entry or transaction as normal
• Create a population
• Navigate to another entry or transaction
   

Go to the details page

From an entry or transaction

1. On the Data table dashboard, open the View menu.
2. Select Transactions or Entries.
3. Find the transaction or entry you want to drill into, then select the row to go to the details page.

The entry, or the transaction to which the entry belongs appears at the top of the details page. Other entries with the transaction will also be displayed for your reference.

The available risk scores for the entry are displayed below the details table.

The MindBridge score is expanded by default so you can see all of the control points included in the score, but other risk scores are collapsed so you can quickly compare scores. 

Use the chevron icon ( ) to expand a risk score and reveal the control points included in the score. 

Navigate from within the details page

Select rows within the details page to update the associated risk scores below the table. This will allow you to get a holistic view of risk for the transaction and its entries.

View the control points within a risk score

A risk score is an aggregate score that combines multiple control point results together. You can see additional details about each control point run within a risk score by selecting the information icon ( ) in the upper-right corner of a control point tile.

About control point information tiles

These information tiles reflect the results of different types of control points:

• Checkmark icon ( ) – Indicates that the control point has passed a rules-based test.
• X icon ( ) – Indicates that the control point has failed a rules-based test, and therefore may be a strong indication of risk.
• High: % – Indicates that the control point may be a strong indication of risk, based on a statistical or machine learning test, and the risk ranges applied in the library or the analysis settings.
• Medium: % – Indicates that the control point may be a moderate indication of risk, based on a statistical or machine learning test, and the risk ranges applied in the library or the analysis settings.
• Low: % – Indicates that the control point may be a weak indication of risk, based on a statistical or machine learning test, and the risk ranges applied or the analysis settings.
• N/C – Indicates that the control point has a weight of 0, so although it was run against the data, it did not contribute to scoring.
• N/A –Indicates that the control point was not run against the dataset due to missing files or column mappings, and so could not contribute to scoring.

Add an entry or transaction to the audit plan

To create an audit plan task based on an entry or transaction, use the create task icon ( ) in line with the item within the details table.

A pop-up window appears within which you can add the following details:

• Audit Area (required)
• Sample name
• Assertions
• Description
• Assignee

Once you are satisfied, select Create task.

The transaction is added to the General ledger tab of the Audit Plan.

Mark an entry or transaction as normal

To mark an entry or transaction as normal, use the checkmark icon ( ) in line with the transaction on the details table.

A pop-up window appears within which you can add the following details:

• Audit Area (required)
• Sample name
• Assertions
• Description

Once you are satisfied, select Mark as Normal.

Create a population

You can create a new population from the details page.

Select Create population, located near the top-right side of the screen, then follow the process to create a new population (starting on #3 of Step 1: Define the population).

View another entry or transaction

If a task has already been created for an entry or transaction, use the view task details icon ( ) to go to the details page for the given entry or transaction.

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