- Knowledge Base
- Screening (Hosted Batch)
- Customer management
How do I view and change a clients risk classification?
This Guide will show you how to change the risk field for a customer record
Risk Classifications are assigned to client entities based on their level of expected risk. You
can access the risk classification page either from the home page or under the Static option
on the navigation bar. This will take you to a page where you can view, add, delete and
manage your risk classifications.
Each risk classification is assigned a priority which can be edited. What this does is provide
one way in which to order potential matches, bringing the high risk classified potential
matches to the top of the list in the first instance.
The risk Category can be changed in the customer management page and going to the edit link:
The select the Risk dropdown which will show you the Risk categories you have available:
Once the new Risk has been selected you will need to press the update button at the bottom of the page: