Portal Dashboard
The redesigned GEP Dashboard is the new central landing page of the Global Expansion Platform (GEP), bringing together search, shortcuts, status tracking, task management, scheduling, and portfolio visibility for users managing their global legal entity estate. It consolidates key capabilities from AI-powered search to compliance monitoring into a single, streamlined experience.
🚀 Key Takeaway: The redesigned GEP Dashboard brings together AI-powered search, compliance visibility, task management, and portfolio mapping into one central homepage, so users can manage their global entity estate without switching between modules.
Key Features and Capabilities
Sidebar
The refreshed Sidebar gives users quick access to core platform areas, including Legal Entities, Individuals, Documents, Entity Map, Calendar, Service Tracker, Filings, Business Accounts, and Partner Perks.
The sidebar can be collapsed to maximise workspace when not in use.
Launchpad
The Launchpad is a prominent section at the top of the dashboard that consolidates three capabilities: the Geni AI search bar, Quick Actions, and links to Other Vistra Services.
Users can interact with Geni using natural language to search for entities, individuals, or documents, and ask platform questions directly.
Quick Actions provide one-click shortcuts for the most common tasks: Add Legal Entity, Add Individual, Add Compliance Event, Add Service Request, and Upload Documents.
Other Vistra Services links extend the portal to related offerings, including ECCTA Verification, Incorporate with Vistra, and Global Payroll Management System.
Compliance status RAG
The Compliance Status RAG provides an immediate view of portfolio health using a four-node summary: Non-Compliant, Requires Attention, Compliant, and Active.
Each status node is clickable, allowing users to drill into the underlying compliance events for that category.
Results are scoped to the user’s organisation and role, ensuring each user sees only the entities and compliance data they are authorised to view.
Particularly useful for teams managing multiple entities across different jurisdictions, the RAG view turns a large portfolio into a simple status snapshot.
My actions
My Actions is a task-focused panel that displays what requires attention, grouped into Overdue, Due in the Next 30 Days, and Upcoming.
Each item displays key details such as request ID, entities involved, milestone, description, and due date.
Each item is clickable, navigating directly to the relevant service request for immediate action.
Users can prioritise work based on urgency without searching through multiple modules.
Calendar
The Calendar widget provides a visual view of important dates and upcoming events, with filters for jurisdictions and entities.
An event list alongside the calendar displays selected items in detail, including status labels such as Overdue and Scheduled.
A link from the dashboard calendar component navigates users to the full calendar for a complete view of all scheduled events
Global overview
The Global Overview map provides a visual summary of active entity counts by jurisdiction, displaying the portfolio spread across the world.
Users can understand their portfolio structure at a glance and support jurisdiction-level monitoring from the homepage.
Partner perks
Partner Perks provides a catalogue of Vistra-vetted external partner solutions available directly within the portal.
Users can browse, filter, and search the catalogue to find relevant partner offerings.
Each partner card supports two actions: Claim Offer to redeem a benefit or Get In Touch to contact the partner directly.
How It Works Step-by-Step Guide
Step 1: Access the Dashboard
Log in to GEP. The dashboard loads automatically as the central homepage.
Step 2: Navigate Using the Sidebar
Use the Sidebar on the left to move between platform areas, including Legal Entities, Individuals, Documents, Entity Map, Calendar, Service Tracker, Filings, Business Accounts, and Partner Perks. Collapse the sidebar to maximise your workspace when needed.
Step 3: Use the Launchpad
At the top of the dashboard, interact with the Launchpad to complete the following:
Search for entities, individuals, or documents using the Geni AI search bar.
Complete common tasks using Quick Actions: Add Legal Entity, Add Individual, Add Compliance Event, Add Service Request, or Upload Documents.
Access related Vistra services via Other Vistra Services: ECCTA Verification, Incorporate with Vistra, and Global Payroll Management System.
Step 4: Review Compliance Status
In the Compliance Status RAG section, review your portfolio health across four statuses: Non-Compliant, Requires Attention, Compliant, and Active. Click any status node to drill into the underlying compliance events for that category.
Step 5: Action Tasks from My Actions
In the My Actions panel, review tasks grouped by Overdue, Due in the Next 30 Days, and Upcoming. Click any item to navigate directly to the relevant service request.
Step 6: Check the Calendar
Review upcoming events, filings, and deadlines in the Calendar widget. Apply jurisdiction and entity filters to focus on relevant items or navigate to the full calendar for a complete view.
Step 7: Review the Global Overview Map
Use the Global Overview map to view active entity counts by jurisdiction. Identify portfolio spread and support jurisdiction-level monitoring across your organisation.
User Benefits
🎯 Accuracy: The Compliance Status RAG and My Actions panel surface the correct entities and tasks for each user’s role and organisation, reducing the risk of missed obligations.
⏩ Efficiency: The Launchpad’s Quick Actions and Sidebar navigation reduce the number of clicks required to complete common tasks, allowing users to act directly from the homepage.
🔒 Security: RBAC ensures users only see entities, compliance data, and actions that their organisation and role permissions allow, protecting sensitive portfolio information.
📊 Transparency: The Global Overview map and Compliance Status RAG provide a consolidated, real-time view of portfolio health and geographic spread, supporting informed decision-making.
Use Cases
✅ For Compliance Teams: Monitor portfolio-wide compliance status using the RAG summary, drill into non-compliant or at-risk entities, and manage overdue tasks all from a single homepage.
✅ For Corporate Secretaries: Track upcoming filing deadlines and compliance events using the Calendar widget and My Actions panel, with filters to focus on specific jurisdictions or entities.
✅ For Relationship Managers: Access a real-time overview of client entity portfolios via the Global Overview map and Compliance Status RAG, supporting client conversations and portfolio reviews.
✅ For Business Owners: Use Quick Actions to add entities, raise service requests, or upload documents without navigating away from the dashboard, reducing time spent on routine tasks.
Summary
The redesigned GEP Dashboard provides a centralised experience for users managing entities, compliance obligations, and service requests. It combines AI-powered search, quick-access navigation, compliance status monitoring, task management, calendar planning, and global portfolio mapping into one central homepage.
Together, these capabilities help users manage their global entity estate with greater clarity and control.