Risk Assessments & Templates
How risk is calculated, and how to manage risk assessment templates.
5 articles
- What are Risk Assessment Templates?Learn how to view and edit your Risk Assessment Templates
- Why can't I see a risk assessment template?This article explains the role of risk assessments when it comes to your APLYiD setup and how to toggle them off at the case level
- How to edit, delete or create a Risk Assessment TemplateThis article explains how to edit, delete or create a new risk assessment for your cases or clients.
- How is risk automatically calculated in Workflow?This article explains how risk scores are calculated based on your templates
- When is source of funds or source of wealth documentation required?This article covers when to collect and upload additional documentation for a client who scores medium or high risk