Account-type mix, risk profile, review status, and KYC completeness across the entire book — the composition questions a branch review asks, answered before the meeting.
Account-type and household-type mix across the whole book.
Risk-profile and client-age distribution at a glance.
Review status: current, due soon, and overdue in one card.
Completeness checks — trusted contacts and beneficiary coverage — with the gaps counted.
Book analytics — composition and compliance completeness at a glance.
