Risk Matrix - Job
Introduction
The Risk Matrix page displays all the rules for different risk types. By clicking on the risk type from the fund dashboard, you will be redirected to the Risk Matrix page.
Rules and Columns
- The first column contains all the Rules along with their respective risk types.
- Next to the rules, the Buckets and Bases to which those rules are applied are listed.
The result column shows the Result, Risk Type (high, low, medium) or indicates if the rule is not applicable.
You can edit a rule by clicking on the edit icon under the Action column.
Rules can be Disabled or Enabled using the toggle icon.
All set rules can be reset by clicking on the reset icon in the top right corner.
You can add a completely new rule by clicking on the Add Rule button from the top right.
How to Edit Risk Matrix on Fund Level
Step 1:- Go to the Fund Dashboard and click on Risk Matrix.
Step 2:- On the appearing page, click on the Edit icon next to the rule you want to modify.
Step 3:- A slider will appear, allowing you to change the Condition, Value, and Risk Type.
Step 4:- Once you have updated the details, click Update.
Step 5:- A confirmation pop-up will appear, and your updated details will be saved.
How to Add a New Rule on Fund Level
Step 1:- Click on Fund Dashboard > Risk Matrix.
Step 2:- Click on Add Rule from the top right corner.
Step 3:- Provide a Rule Name and Rule Preferences.
Step 4:- Select the Bucket to which you want to add the rule.
Step 5:- Choose the Condition and Value Type.
Step 6:- Select the Base and Risk Type.
Step 7:- Once you have filled all the required fields, click on Save.
Step 8:- You will receive a confirmation pop-up, and the new rule will be added successfully.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.