01Daily work entry points
Operations teams usually start from shared workspaces, queues, alerts, reports, team tasks, and mobile notifications. The available entries and data scope depend on administrator permissions.
- Workspace overview
- Client list
- Task queue
- KYC queue
- Payment review queue
- Risk alerts
- Report queue
- Team tasks
- Mobile app notifications
02Client management
Client management is used to view and follow client profiles, account status, assigned team, KYC status, service records, and related tasks.
- View basic client information
- View client status
- View assigned IB or team
- Add client notes
- Create follow-up tasks
- View KYC status
- View payment-related status
- View risk alerts
- View historical operation records
03KYC follow-up
KYC follow-up covers identity materials, supplement status, and onboarding review. Enterprises should use consistent review standards to avoid inconsistent decisions between reviewers.
- View clients pending review
- Check submitted materials
- Mark approved, rejected, or supplement required
- Add review comments
- Request additional materials
- View historical review records
- Submit review
- Close invalid tasks
04Payment workflow review
Payment workflows are used to process deposit, withdrawal, payment status, exception records, and related review steps. Exceptions and high-risk cases should keep complete handling records.
- View deposit review queue
- View withdrawal review queue
- Check client status
- Check KYC status
- Mark payment request status
- Add review notes
- Submit exception handling
- Export related reports
05Trading operations support
Trading operations support helps teams handle account status, symbol permissions, trading-related requests, and operational changes. It does not mean Finger Manager provides execution, investment advice, or financial services.
- View account status
- Handle symbol permission requests
- Follow trading operations requests
- Record account status changes
- Submit review tasks
- Assist with exception requests
- View handling history
06Risk alert handling
Risk alerts help teams identify abnormal clients, operations, permission changes, KYC issues, or other risk events. Finger Manager provides alerting and records, not a replacement for enterprise compliance judgment.
- View risk events
- Assess risk level
- Add handling notes
- Submit review
- Escalate to compliance or management
- Mark handled
- Close event
- View historical risk records
07Report queue
Report queues manage report generation, export, and review. Export permissions should be assigned carefully according to internal data security requirements.
- Common reports: client statistics, KYC status, payment review, task processing, risk events, team workload, operation logs
- Common actions: create report tasks, check generation status, download reports, view export history, manage report permissions
08Team collaboration
Finger Manager supports collaboration across teams in one system. Important handling processes should be preserved in Finger Manager rather than only shared through chat tools.
- Assign tasks
- Transfer tasks
- Add notes
- Upload attachments
- Submit review
- Escalate tasks
- Mark handling status
- Receive mobile reminders
09Mobile app use
The Finger Manager App is suitable for team members who need to receive alerts, check status, and handle matters while away from the desktop. Complex reviews and large data views should still be handled with the desktop console when appropriate.
- Receive onboarding alerts
- Receive KYC supplement alerts
- Receive deposit or withdrawal review alerts
- View pending tasks
- View client status
- View risk events
- Follow team tasks
- View key data overview
10Task handling suggestions
Teams should process high-priority tasks promptly, keep statuses clear, write useful notes, avoid duplicate handling, and escalate when needed.
- Process promptly
- Keep status clear
- Write clear notes
- Avoid duplicate handling
- Escalate when needed
11Common task statuses
Clear task statuses help every team member understand the current stage and required next action.
- Pending: generated but not processed
- In progress: accepted and being handled
- Awaiting supplement: client or related person needs to provide materials
- Pending review: higher role or another team must confirm
- Approved: review or handling approved
- Rejected: review or handling failed with reason retained
- Completed: task finished
- Closed: no further processing, invalid, duplicate, or cancelled
- Exception: risk, material, system, or judgment issue exists
12Internal management suggestions
Managers can use daily, weekly, and monthly review rhythms to understand backlog, risk, efficiency, usage, permissions, and system adoption.
- Daily: pending tasks, overdue tasks, high-priority tasks, risk alerts, KYC backlog, payment review backlog
- Weekly: task efficiency, client issue types, review approval rate, exceptions, report usage, team workload
- Monthly: client growth and status changes, team efficiency, risk event trends, report data, permission changes, system usage
13Data security notes
Team members should follow account, export, device, and data handling requirements when using Finger Manager.
- Do not share accounts
- Do not send sensitive materials to unrelated channels
- Do not export data without a business need
- Do not put unrelated sensitive information in notes
- Lock or sign out when leaving a device
- Report abnormal login or permission issues promptly
- Handle client materials and files according to enterprise requirements
14Common issue handling
Common issues are often related to permissions, data scope, notification configuration, report status, required fields, attachments, or tasks already processed by another member.
- Cannot see a client or task: check permissions, data scope, assignment, and filters
- No mobile notification: check system permission, app notification settings, role reminders, task notification rules, network, and device status
- Cannot export a report: check export permission, generation status, data scope, enterprise restrictions, or temporary system load
- Cannot submit a review task: check required fields, attachments, task status, role permission, and whether another member already handled it
15How to use this reference
Operating Reference can be used for onboarding, pre-launch explanation, daily lookup, process adjustment, permission discussion, internal review, and support responses.
- New member training
- Pre-launch team briefing
- Daily operation lookup
- Process adjustment reference
- Permission configuration discussion
- Internal review
- Support team answers
16Related documentation
Operating Reference should be read together with product concepts, workflow structure, role model, implementation planning, API Reference, and Security Notes.
- Product Concepts
- Workflow Structure
- Role Model
- Implementation Planning
- API Reference
- Security Notes
