The Findings view

Overview

The Findings view is the full list of everything Verinode has caught eating into your margin. You open it from the Leakage tile on the Margin page, or from the Findings tab. Where the Margin home surfaces only the top few decisions, Findings shows the complete picture: the decisions Verinode has already assembled for you, plus the raw signals it has detected but not yet turned into a decision.

A finding is not a to-do you created. It is a pattern Verinode read out of your P&Ls, job costs, and supplement chains and judged worth your attention. Verinode surfaces the pattern and the dollars behind it; you decide what to do about it.

Where to find it

Open Margin from the sidebar at iq.verinode.ai/margin. Tap the Leakage tile in the Explore row, or switch to the Findings tab. The view lays out in priority order, largest dollars first.

How it works

Findings splits into two stacked sections, plus an empty state when there is nothing open.

Open decisions (the "Take Action" section)

The header reads N Open Decisions · Click Any Card To Open The Workspace. These are the same decisions you see on the Margin home, ranked by dollar impact. Each card carries:

• A posture label in copper capitals across the top (for example the Analyse / Maintain / Expand / Monitor read on the finding). This is the stance Verinode is taking, not a command.
• The action title, what the decision is about, with the entity it concerns and the metric driving it underneath (for example a client or carrier name, then the metric).
• A consequence line where one exists, spelling out what happens if nothing changes.
• The dollar impact, headlined on the right. A recurring loss shows the monthly figure labeled Per Month; a one-time or annual figure shows One-time or Per Year.
• Lifecycle dots along the bottom showing where the decision sits in its life, next to Open Workspace.

Click any card and Verinode resolves the backing signal, logs that you acted, and takes you into the decision workspace at /decisions/[id], the room where you work the finding to a close. See the decision workspace.

Open margin signals

The header reads Open Margin Signals with the Total Annualized Impact beside it. These are the atomic detector hits that have not yet been clustered into a decision, the raw material one rung below a decision card. They render as smaller cards, each with:

• A colored dot and lever label naming the margin lever the signal touches.
• A short title and body describing what was detected.
• The dollar impact on the right, labeled Per Year, Per Month, or One-time.

The dot color is the signal's severity: red for critical, copper for warning, teal for everything lighter. Higher severity means a bigger or more certain hit to margin.

1. 1Start at the top of Open Decisions, that is the largest dollar impact.
2. 2Read the posture, the impact figure, and the consequence line.
3. 3Click the card to open the workspace and work it to a close.
4. 4Scan Open Margin Signals for anything sizeable that has not yet become a decision.

Empty states

If nothing is open, the view shows No Open Margin Findings Right Now and invites you to add a P&L or forward supplement threads to your Verinode inbound address. Findings appear the moment Verinode detects a pattern worth acting on, you do not create them.

On the Margin home the Take Action row has its own empty grammar that reflects why it is empty: a prompt to add data when no jobs are on file, a "no leaks open" note when you have already worked through past signals, and a "still learning" note while the detector reads your data for the first time.

Best-practice example

Say the top card reads a five-figure Per Year impact on a carrier, posture Analyse, with a consequence line about approvals trailing what you write up. That is your first click. Open the workspace, work the decision, and the card leaves the Findings view once it is resolved, so the list always reflects live, open money.

Data sources