Documentation
Operating reference overview. The operating reference is for teams that use Finger Manager every day, helping operations, customer service, KYC, payment review, trading operations, risk, compliance, and management users understand common actions and collaboration flows. Finger Manager's core goal is to put daily operations into a unified workspace so client management, task handling, review flows, risk alerts, report queues, and team collaboration become clearer, traceable, and reviewable.
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Operations teams usually start from workspace overview, client list, task queue, KYC queue, payment review queue, risk alerts, report queue, team tasks, and mobile app notifications. Different roles may see different entries and data scopes depending on administrator configuration.
Client management is used to review and follow client records, account status, team ownership, KYC status, service records, and related tasks. KYC follow-up is used to handle identity materials, missing-document status, and onboarding review flows.
Payment workflows are used to handle deposit, withdrawal, payment status, exception records, and related review flows. Trading operations support is used to handle account status, symbol permissions, trading-related requests, and operational changes.
Risk alerts help teams identify abnormal clients, abnormal operations, permission changes, KYC issues, or other risk events. Report queues manage report generation, export, and viewing.
Finger Manager supports different teams collaborating in one system. The Finger Manager App is suitable for team members who need to view and handle items at any time.
Tasks should be handled promptly, with clear status and notes, avoiding duplicate handling and escalating when needed. High-priority tasks should be handled in time, statuses should be updated quickly, and notes should explain the reason, judgment basis, and next action.
Operations leads can check pending tasks, overdue tasks, high-priority tasks, risk alerts, KYC backlog, and payment review backlog daily. Teams can review task efficiency, client issue types, approval rate, exception count, report usage, and workload weekly. Management can review client growth, team efficiency, risk trends, report data, permission changes, and system usage monthly.
Common issues include not being able to see a client or task, not receiving mobile notifications, being unable to export reports, or being unable to submit review tasks. Check permissions, data scope, notification configuration, report status, required fields, attachments, and task status.
