Risk Assessments & Templates
How risk is calculated, and how to manage risk assessment templates.
4 articles
What are Risk Assessment Templates?Learn how to view and edit your Risk Assessment Templates
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