Customer Detail Profile
3 min read
The Customer Detail page is the deep view of a single customer’s TrustLens record. Everything TrustLens knows about a customer is on this page — the trust score, every signal that contributed to it, the full order and refund history, linked accounts, fingerprints, admin notes, and the event timeline. It’s the page you’ll spend the most time on when investigating risk, justifying actions, or onboarding allowlist decisions.
Access: click any customer in the Customers list, or use the View action on the WooCommerce orders list trust badge.
Page Header #
| Element | Content |
|---|---|
| Customer email | Plus segment badge inline |
| Trust score | Large headline number with segment color |
| Score trend | Sparkline showing 30-day or 90-day movement |
| Status indicators | Allowlisted / Blocked icons if applicable |
| Quick actions | Block / Allowlist / Recalculate / Generate Evidence Report (Pro) |
Signal Breakdown Panel #
The most important panel on the page. Lists every signal contributing to the current score:
| Column | Description |
|---|---|
| Module | Which detection module emitted the signal (returns, coupons, etc.) |
| Score impact | Positive or negative integer contribution |
| Reason | Human-readable text with the specific numbers that triggered the signal |
The sum of the score impacts plus 50 (base score) equals the trust score. You can verify the calculation manually by adding the rows. See Signals Explained for the full reference of every possible signal.
Stats Panel #
The underlying numbers behind the signals. Useful for confirming the signal breakdown is correct.
- Total orders — completed order count
- Total order value
- Cancelled orders
- Total refunds — count
- Full refunds / partial refunds
- Total refund value
- Return rate — refunds / orders
- Total disputes — chargebacks filed
- Disputes won / lost
- First-order coupons used
- Coupon-then-refund cycles
- Linked accounts count
- First order date / last order date
- Account age in days
Score History Chart #
A line chart of the customer’s trust score over time. Each data point is the score after a recalculation event. Hover over any point to see the date and the triggering event.
The chart visualizes:
- Segment boundaries (horizontal threshold lines)
- Recalculation events (dots on the line)
- Major drops or recoveries
For long-term customers, the chart often shows the slow positive drift of accumulating account-age bonuses interrupted by specific events (refund spikes, disputes, recoveries).
Return Rate Trend Chart #
Specifically for refund behavior — the customer’s return rate over time. Useful for distinguishing:
- Recent spike — rate jumped suddenly. Investigate the cause.
- Sustained pattern — rate has been elevated for months. Customer-side abuse.
- Diluting pattern — rate is dropping as new clean orders dilute past refunds. Recovery in progress.
Event Timeline #
Chronological feed of every significant event on the customer’s record:
order_placed— order ID and amountorder_completedorder_cancelledrefund_issued— full or partial, amount, reason textcoupon_applied— code, order IDdispute_filed— brand, amount, reasondispute_status_changed— old → new statuslinked_account_detected— which fingerprint(s) produced the linkshipping_anomaly— type and detailscard_testing_event— fingerprint and decline codescore_updated— old → new scoreblocked / unblocked— admin and reasonallowlisted / removed_from_allowlistadmin_note_added
The timeline is the gold-standard audit trail. When a customer disputes a block, this is the evidence.
Linked Accounts Panel #
If the customer has linked accounts:
- Each linked customer’s email and segment
- Which fingerprint(s) produced the link
- First-detection date for each link
- Click-through to the linked customer’s profile
Empty for customers with no detected links. Use this panel to investigate fraud rings — click through multiple linked accounts and confirm whether they share order patterns, coupon usage, or refund timing.
Fingerprints Panel (Pro) #
Lists device fingerprints associated with the customer:
- Fingerprint hash
- First seen date
- Last seen date
- Number of orders associated
- Card-testing involvement (if the fingerprint has been flagged)
A customer with many fingerprints is fine if they shop across devices. A customer with one fingerprint flagged for card-testing is a strong negative signal.
Disputes Panel #
All disputes filed by or against this customer:
- Dispute ID, date
- Order ID (linked)
- Brand, amount
- Status — Open / Under Review / Won / Lost / Warning
- Reason
- Quick action: Generate Evidence Report (Pro)
Admin Notes #
Free-form notes for your team. Use cases:
- Document why a customer was blocked (e.g. “Confirmed fraud ring with linked accounts X, Y, Z; refused refund request 2024-03-15”)
- Record customer communications
- Note allowlist justification (“Confirmed VIP, called and verified identity”)
- Track open investigations
Notes are timestamped and attributed to the admin who added them. They appear in the event timeline as admin_note_added entries.
Actions Available #
| Action | Effect |
|---|---|
| Block | Sets is_blocked = true. If checkout blocking is enabled globally, customer can’t complete checkout. |
| Unblock | Sets is_blocked = false. Customer can check out normally. |
| Allowlist | Locks score at 100, segment VIP. Suppresses all negative signals. |
| Remove from allowlist | Score recalculates from real signals. |
| Recalculate | Forces immediate score recalculation. Useful after changing settings or filters. |
| Generate Evidence Report (Pro) | Produces PDF for dispute response. |
| Add admin note | Records a free-form note attributed to your user. |
| Delete customer | Removes all TrustLens data. Doesn’t delete the WooCommerce customer record. |
WooCommerce Order Integration #
From any order in WooCommerce, you can jump to the customer’s TrustLens profile via the trust badge in the orders list or the TrustLens meta box on the order edit page. The reverse path also works: from the customer detail page, every order in the event timeline is clickable through to WooCommerce.