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Navigation Basics

Goal

Understand the layout of the Axiom application and move confidently between sections.

Prerequisites

Application layout

Axiom uses a consistent layout on every page:

AreaDescription
Top navigation barLogo, main section links, and your user profile menu
Page headerTitle, subtitle, and page-level actions (for example, Refresh or Columns)
Filter barSearch and filter controls specific to the current page
Data tableMain content area showing records
Pagination controlsNavigate between pages of results

The top navigation bar contains links to each module. The modules you see depend on your role.

SectionWhat it contains
DashboardSummary cards and quick links
CountriesISO 3166 country reference data
CurrenciesISO 4217 currency reference data
LanguagesBCP 47 language reference data
LEI RecordsLegal Entity Identifier data from GLEIF
InstrumentsFinancial instrument master data
AccountsAccount static data
SSIStandard Settlement Instructions
AdminUser and system administration (admin role required)

Personalising your experience

Change the display language

  1. Click your user profile in the top-right corner.
  2. Select Language from the dropdown.
  3. Choose your preferred language. The change applies immediately.

Toggle light/dark mode

  1. Click the theme toggle icon (🌙 / ☀️) in the top navigation bar.
  2. The interface switches between light and dark mode. Your preference is saved automatically.

Adjust column visibility

On list pages (for example, LEI Records or Countries):

  1. Click the Columns button in the page header.
  2. Check or uncheck columns to show or hide them.
  3. Click Save as default to persist your selection across sessions.

Expand or narrow the page width

  1. Click the Expand / Normal toggle in the page header to switch between a wider and narrower table view.
  2. Your preferred width is saved automatically.

Searching this documentation

The documentation site has a built-in full-text search you can open from anywhere using a keyboard shortcut.

PlatformShortcut
macOS⌘ K (Command + K)
Windows / LinuxCtrl + K

Pressing the shortcut opens a search modal. Type your query and the results update instantly across all documentation pages. Use the and arrow keys to move between results, press Enter to open a result, and press Escape to close the search modal without navigating away.

You can also open the search modal by clicking the Search button that appears in the top navigation bar of the documentation site.

Searching and filtering application data

Most list pages in the Axiom application provide a search bar and filter controls:

  • Search — type to filter records by name or code.
  • Filters — use dropdowns to narrow results by status, country, or other attributes.
  • Clear Filters — reset all active filters at once.

Results update automatically as you type or change filters.

Keyboard shortcuts

Axiom provides keyboard shortcuts to speed up navigation and data entry. The shortcuts are consistent across all pages that support the corresponding feature.

ShortcutActionPages
Ctrl+F / ⌘FFocus the search inputCode Mappings, Countries, Currencies, Languages, LEI Records, Admin → Translations
EscClose the top-most open panel or dropdownAll pages with overlays

Note: Pressing Ctrl+F / ⌘F on a page that has a search bar will focus that bar and select any existing text, so you can start typing immediately. The browser's built-in find-in-page dialog is suppressed on these pages.

Expected result

You can navigate to any module you have access to and locate records using search and filters.

Common issues

IssuePossible causeResolution
A module is not visible in the menuYou may not have the required roleContact your administrator
Saved column preferences are not appliedBrowser storage may be clearedRe-save your preferences
Language reverts after logoutPreference not saved to your profileEnsure you are logged in before saving preferences

Axiom Financial Services Static Data Platform