Accounts: Layout Modules

Overview

Modules are prebuilt components that you can drag and drop into a Layout. Each module contains a specific kind of information that may be useful to a user review the Account.

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Layout Modules

Layout Modules are prebuilt components that you can drag and drop into the Account Layout. Each layout module contains a specific kind of information that may be useful to an user reviewing either the record.

Most layout modules are cross functional between a Case and Account Layout, and can be placed in either. Some layout modules are limited to either Cases or Accounts. The tables below will note where each one is available.

Module Visibility

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Some modules might contain sensitive information that you want to limit it’s visibility to your own team members by their role. To assist with that many modules now include a Visibility setting allowing your to configure which roles in your organization that see that particular module in that layout. You can learn more about module visibility options here.

Module Actions

Just like Accounts types support customizable Account Actions, ie workflows limited to a specific Accounts type, certain modules now support pre-built Actions. These System Actions are common processes Persona has noted and and now provided to be used with some of the layout modules. You can learn more about Module Actions here.

Module Name	Description	Available in Accounts	Module Actions
Inquiry Module	Surfaces a linked Persona inquiry and its verification details.	✅	✅
Transaction Module	Shows transaction records associated with the record.	✅	✅
Verifications Module	Displays the details of a single verification (document, selfie, database, etc.).	✅	✅
Account Module	Embeds the linked account record and its details.	✅	✅
Report Module	Shows a linked report (e.g., a watchlist or adverse-media report) tied to the record.	✅	✅
Data Table Module	A configurable table of records or rows.	✅	✅
Related Cases Module	Lists other cases connected to this record.	✅	🚫
Info	Shows the core fields of the case or account record (status, key attributes) at a glance.	✅	🚫
Comments	Lets reviewers read and post internal notes on the record.	✅	🚫
Event Timeline	A chronological feed of activity and events on the record.	✅	🚫
Tags Module	Displays and lets agents apply labels/tags to the record.	✅	🚫
List Matches Module	Shows watchlist, sanctions, and PEP list-match results.	✅	🚫
Gallery Module	Displays a gallery of images, such as captured documents or selfies.	✅	🚫
Data Display Module	A configurable block for showing selected data fields in a custom arrangement.	✅	🚫
Markdown Module	Renders static rich text or instructions authored in Markdown.	✅	🚫
Graph Module	Renders a link/relationship graph connecting this record to related entities.	✅	🚫
Signals Module	Surfaces Persona fraud and risk signals for the record.	✅	🚫

Plans Explained