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Metabase integration

Metabase is a business intelligence (BI) tool that lets analysts build charts, dashboards, and reports on top of a database without writing custom application code. HES LoanBox connects to a Metabase instance and displays the dashboards prepared there inside the BackOffice portal, so users do not need a separate Metabase login or a second browser tab to view their analytics.

Purpose

  • Give business users (operations, risk, finance, product) a single place to view portfolio, application, collection, and product performance metrics without leaving the BackOffice.
  • Let analytics teams iterate on dashboards in Metabase (where charts are designed and SQL is written) and have those changes appear in HES LoanBox automatically — no HES LoanBox release needed.
  • Keep dashboard creation and editing in the hands of analysts, while the BackOffice acts purely as the viewing surface.

Key characteristics

  • The integration is optional. Each HES LoanBox deployment is connected to one Metabase instance; if no Metabase instance is configured, the Analytics area is not shown.
  • Only dashboards explicitly marked as “embeddable” in Metabase appear in HES LoanBox. Private Metabase dashboards remain invisible to HES LoanBox users.
  • Access to the Analytics area is restricted to users with the Loan Data Manager role. Users without this role do not see the Analytics navigation entry.
  • Each time a user opens a dashboard, HES LoanBox issues a short-lived, signed viewing link (about 10 minutes by default). The link expires automatically; the next view opens a fresh link.
  • The dashboard content itself (charts, filters, layout, data) is defined entirely in Metabase. HES LoanBox does not alter what the user sees on the dashboard.