Finding & working with data in Blnk Cloud
Learn how to efficiently find, access, and interact with your financial data in Blnk Cloud.
Overview
Once your Cloud workspace is set up, you can start to manage all your financial data. Think of it as your financial control center - you can view transaction histories, track customer balances, view detailed reporting, perform investigations, etc.
Cloud automatically connects related pieces of information in your Core — for example, linking an identity with all its balances.
This connected approach means you can easily follow the complete lifecycle of any financial activity. For instance, you can trace a customer from sign up through balance creation, first deposit, withdrawals, currency exchange, and every refunds, giving you the full picture at any moment.
This level of insight is powered by Blnk’s structured data architecture, which organises financial data into six main collections: ledgers, balances, transactions, identities, anomalies, and vault.
Basic navigation
To explore your data in Blnk Cloud, use the side navigation bar to access any of the data collections on Blnk. Simply select a section to view and manage its records.
Data tables
The default view of each data collection is a table sorted from newest to oldest. The number of records per page is 20, and you can navigate to older records using the pagination controls at the bottom of the page.
Quick filters
The quick filter tabs above each data table help you instantly focus on key subsets of your data. You can combine these quick filters with detailed filters to further refine your results. For example, click “Hot balances” then add a currency filter to see hot balances in USD only.
| Quick filters | Description |
|---|---|
| Hot balances | Balances with high frequency of activity |
| Pending inflight | Balances with transactions that are inflight |
| Internal balances | Balances created in the General Ledger |
Filters
Filters help you narrow down result in your data tables to find specific information quickly. You can access filters in two ways:
- Click “Add filters” in the top-left of any table.
- Use the keyboard shortcut
Fto open the filter menu.
| Filters | Description |
|---|---|
| Min - max balance | Filter records by entering minimum and maximum balance amounts |
| Currency | Focus on a specific currency (USD, BTC, ETH, etc.) |
| Ledger ID | View balances connected to a specific ledger (by ID) |
| Indicator | Search balances containing specific indicator text |
| Owner/Identity ID | Display balances linked to a specific user or entity (by ID) |
| Date range | Show balances created within your chosen date period |
Quick view
The Quick View feature streamlines your workflow by providing instant access to record details without disrupting your current view.
You can access the Quick View side pane in two convenient ways:
- Mouse interaction: Simply click on any table row to reveal the side pane.
- Keyboard shortcut: Hover your cursor over a row and press the
Enterkey to toggle the side pane open.
When working with records in Quick View, you can:
- Press the
Ekey or select “More info” in the top-right corner to access the complete record details. - Copy unique record IDs directly from the Quick View pane for easy reference.
- Quickly access filtered lists showing:
- The balances associated with a particular ledger
- All transactions linked to a specific balance
This makes it simple to trace relationships while staying in your current context.
Details page
When you press E or “More info” from the quick view pane, a detailed view opens in the main window, replacing the table. This view is organized to help you quickly understand and work with all aspects of the record.
Core information display
In Cloud, each type of record (transactions, balances, identities, etc.) displays key information in a consistent layout. Understanding these core fields helps you navigate and work with records efficiently.
| Fields | Description |
|---|---|
| Ledger ID | Unique identifier of the record |
| No of transactions | Total count of transactions made by all its balances |
| Date created | Date of time it was added to your records |
Connected items
When viewing a record’s details page, you can explore related records that have been linked to the current record. The connected items create a web of relationships that tell a complete story about each record.
Transactions that a balance has performed
Key relationships in your financial data flow through:
- Ledgers: – Contains balances
- Balances: Contains transactions
- Transactions:
- Connected transactions
- Inflight history
- Attached documents
- Identites:
- Connected balances
- Attached documents
- Anomalies:
- Affected balances
- Affected transactions
- Affected identities
- Affected documents
You can interact with these connected items directly from the details page, allowing you to navigate seamlessly between related records without needing to perform additional searches.
This creates an intuitive workflow for exploring your data’s relationships.
Anomalies
When viewing a record’s details page (like a balance, transaction, or identity), you can access a list of detected anomalies directly linked to that record. This section shows unusual activities that the system has detected, helping you monitor potential issues.
The total number of anomalies appears at the top, giving you a quick overview of detected issues for the current record. Each entry displays its status, letting you track whether issues are new, under investigation, or resolved.
This focused approach helps you investigate specific concerns while understanding their context within your data.
Extra information
This section provides additional technical details about your record in two different viewing formats - Tree View and JSON.
You can include extra information when creating a cloud or via the meta_data object in the open-source Core.
Balance flow visualisation
Explore how funds move from a selected balance with other balances in your system through an interactive network diagram. This visualization helps you to visualise how your balances interconnect and identify any unusual patterns in fund movements
You can interact with the visualization in several ways:
- Click any balance node to open its detailed information page
- Use the zoom controls (+/-) on the left to adjust your view or scroll up and down
- Click the expand icon in the top right to enter fullscreen mode (press
Escto exit) - Pan across the visualization by clicking and dragging
Transaction details
Inflight history
When a transaction enters the inflight state, it creates a temporary hold on funds. During this period, the source balance isn’t reduced and the destination balance isn’t increased. This ensures your system can safely handle situations where the transaction might need to be canceled or modified.
The transaction remains inflight until one of two outcomes occurs:
- Committed: The transaction completes successfully, and the funds move between balances.
- Voided: The transaction is canceled, and any holds are released.
You can access the complete inflight history only when viewing the details of an inflight transaction. This history shows you every state change and action taken while the transaction was in progress, helping you understand its journey through the system.
Perform inflight actions
Learn how to commit and void inflight transactions in Cloud.
Connected transactions
View any connected transactions to the transaction being viewed. Connected transactions include:
- Bulk/split transactions created via multiple sources/destinations: When a transaction involves multiple parties sending or receiving funds
- Committed or voided transactions from an inflight transaction: Shows you the final state of any transactions that went through a holding period
- Processed scheduled transactions are linked to their original scheduled entries: Helps you track when scheduled payments were actually executed
- Refunded transactions: Links between original payments and their corresponding refunds
Each connected transaction is clickable, allowing you to navigate through the chain of related payments and understand the complete flow of funds across your system.
These connections create an audit trail that helps track how transactions influence and relate to each other.
Need help?
Let’s help you get started with Cloud! Whether you’re setting up your first workspace or adding Cloud to your existing tools, our team is here to help you succeed.
Contact our Support team to get answers and expert guidance on making the most of Cloud.