Transactions Overview

What is the Transactions Module?

The Transactions module is Sumo Ledger’s operational dashboard for monitoring and investigating process-driven transaction workflows. It gives operations teams, finance users, and administrators a single place to see transaction volume, pending backlogs, success rates, and per-process drill-down details.

Unlike Recent Transactions — which lists individual transaction records in a flat table — the main Transactions page provides:

• A Transaction Summary chart showing pending and successful activity over time
• A Transactions by Process table with aging and success metrics per process
• Process detail views with Sankey diagrams, stage analytics, and searchable transaction lists

Operators use Transactions to monitor health; they use Recent Transactions to search and audit specific records across all processes.

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Navigation

Page	URL	Purpose
Transactions (dashboard)	/process-txns	Summary chart and process metrics table
Process detail	/process-txns/list?process=<process_name>	Stage analytics and transaction list for one process
Recent Transactions	/process-txns/table	Cross-process transaction history table

Sidebar

1. Click Transactions in the main sidebar to open the dashboard.
2. Click Recent Transactions (sub-item under Transactions) for the flat history table.

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Transactions Screens

Transactions Dashboard

The landing page at /process-txns contains:

Section	Description
Transaction Summary	Combined bar and line chart — orange bars for Pending, purple line for Success
Date Range	Filter the chart and metrics (presets or custom period)
Transactions by Process	Table listing each process with pending aging and last-30-day outcomes

Process Detail View

Clicking a process row (for example, las_demo_api or cheque_bounce) opens /process-txns/list?process=<name> with:

Section	Description
Breadcrumb	Transactions > <process_name>
Sankey diagram	Visual flow of transactions between stages
Stage Flows	Current Stage → Next Stage with counts
Stage Counts	Per-stage totals with percentage of init
Transaction table	Ref ID, Stage, Time Stamp, and process-specific data columns

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Relationship to Other Modules

Module	Relationship
Recent Transactions	Flat searchable list of all transactions across processes
Process Configuration	Defines the stages and workflows shown in Transactions
Transaction Logs (sidebar)	Detailed execution logs for troubleshooting failures
Form Builder	Form submissions can trigger process transactions
Report Builder	Reports can query transaction and account data

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Typical Workflow

┌──────────────────────────────────────────┐
│ Open Transactions dashboard              │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Review summary chart and date range      │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Scan Transactions by Process table       │
│ for high pending or failure counts       │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Click a process to drill down            │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Review Sankey + stage tables             │
└──────────────────────────────────────────┘
                    │
                    ▼
┌──────────────────────────────────────────┐
│ Search/filter transaction records        │
│ or export for investigation              │
└──────────────────────────────────────────┘

1. Open Transactions and set the appropriate Date Range.
2. Review the Transaction Summary chart for volume trends.
3. Scan Transactions by Process for processes with high pending counts or failures.
4. Click a process name to open the detail view.
5. Use the Sankey diagram and Stage Counts to identify drop-off points.
6. Search or filter the transaction table to investigate specific records.
7. For cross-process searches, switch to Recent Transactions.

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Example Processes

Process	Typical Use
las_demo_api	Loan-against-securities demo workflow (KYC, credit score, loan pledge)
cheque_bounce	Cheque dishonour tracking, blacklisting, and remarks
fund_transfer	Fund transfer operations
get_share_details	Share detail lookups
insert_user_holdings_table	User holdings data ingestion
financial_statement	Financial statement processing
credit_score	Credit score retrieval
verify_issue_loan	Loan issuance verification

Process names correspond to workflows configured in Process Configuration. Your deployment may show a different set of processes.

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