Skip to main content

Pivots for N-table portlet

Analytics

KYC/Know Your Customer Process

Monitoring & Analytics

.Net

Monitoring & Analytics

SFDC Case & Endpoint

Monitoring & Analytics

User Replay v3 & Competitive Analysis

Monitoring & Analytics

Compliance and Vulnerabilities

Security

SOQL vs JDBC Driver

Salesforce.com

Analytics - Pivots for N-table portlet

Description

Ability to Pivot on kpi on a N-table portlet

Examples

Monitoring & Analytics - KYC/Know Your Customer Process

Description

This client monitors KYC Business Processes, in real-time and 24x7, using Germain.

Benefit

Business impact is always one the most important notion while assessing the severity of a technology, operational or UX issue. This BP monitoring feature gives our Customer the ability to understand whether a business operation got affected by a functional or technological issue. Sometimes, a part of infrastructure may fail yet the business may or not be affected… and vice versa, the infrastructure is fully available yet the business operations are getting completed on time either due to slow running infrastructure or user experience issue.

Example

Germain’s BP configuration screen below shows the KYC steps that are required, for a CSR/Client Service Representative, to register a new Client in the bank’s CRM systems. Once enabled for monitoring, that KYC process performance is monitored (in near real-time, by Germain), including the time it takes from start to finish, the time each KYC step took, any frictions and drop-offs, as well as the list of CSRs that were involved in performing each KYC process.
Flow graph, Funnel or other portlet types are available for top level and real-time visualization.
Pivot, Drill-through and RCA dashboards are then automatically available on drilldown on any of the above portlets.

Configure

This feature has been available in Germain since 2014 and been enhanced over the years. More details on

Monitoring & Analytics - .Net

Description

Latest updates on .Net versions that Germain supports and how-to doc

Monitoring & Analytics - SFDC Case & Endpoint

Use Cases

Example of use cases where germain tracks and alerts whenever:
1

Credit Card (of a Case in SFDC/Salesforce.com) stays in “submitted” status for more than 30 minutes

2

Membership Orders (of a Case in SFDC) stays in “submitted” status for more than 30 min

3

HTTP endpoint is changed

4

MX Orders endpoint is changed

Other benefits here: Salesforce (Classic, Lightning) Operational Experience Intelligence

Notes

  • To monitor SFDC Cases (or any other Business Data), you need:
    • Access to one of these 3 SFDC data sources:
      • SFDC SOQL
      • SFDC JDBC Driver
      • SFDC UI
    • Deploy one of these 2 germain components
      • Engine/Rule (for SFDC SOQL or JDBC Driver)
      • Browser Extension (for SFDC UI)
    • Configure Document Audit feature
  • SFDC Endpoints are available in SFDC: Setup > Custom Metadata Types > HTTP Endpoints

Monitoring & Analytics - User Replay v3 & Competitive Analysis

Description

V3 of Germain’s Real User Monitoring & Replay is GA on 5/31/22: User Session Monitoring, Replay & 6 Heatmaps

Notes

  • Please note that the below analysis does not cover any of the other features that are offered in Germain
  • Germain’s User Session Recording & Replay V3 is available in Germain 2022.2 release
  • Germain’s was released mid 2017

Security - Compliance and Vulnerabilities

Vulnerability Review (Automatic & Weekly)

Integrated an automatic Vulnerability scan into our Jenkins build pipeline, which is scheduled to run weekly. This is based onhttps://owasp.org/www-project-dependency-check/. Last scan result that was performed on May 1st 2022 is available below.

Vulnerability Review result (performed on May 1st 2022)

SOC2 compliance

Salesforce.com - SOQL vs JDBC Driver

Description

You can use the following APIs to pull data from your SFDC/Salesforce.com database:

Notes

  • You can use third-party tools such as URL Encode Decode to encode your SOQL Queries.
  • SFDC database can be accessed either via 1)SOQL queries/REST Apis or 2)JDBC Driver. The SOQL approach is in most cases (depending on your sfdc license) free or significantly cheaper, whereas pulling that data straight from Salesforce.com ’s database using JDBC driver is licensed and requires a per-user license.
  • Germain supports both approach.

Get Help

Contact GermainUX Support

The Germain Team can help you set this up.

Can't find what you need?

Search all GermainUX docs with Ctrl + K, or use the feedback buttons at the bottom of this page to tell us what is missing.

The content of this document is proprietary to GERMAIN SOFTWARE LLC.