Configuring risk rating calculation rules | FundCentre Onboarding

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Risk rating calculation rules define how the system applies ratings to investors using the configured country profiles and investor data.

With the risk rating calculator, ratings update automatically when LP information changes, such as an address update or country risk change.

Icons_Approved.svg How to configure risk rating calculation rules

Download the risk rating calculator template

  1. In GP view, from Manage menu, select Rules.
  2. Click Add Rule.
  3. From the Rule Templates section on the top-right of the screen, download the Risk Rating Calculation template.

You can define the calculation logic that matches your compliance requirements in the template.

Import the template.

  1. In GP view, from Manage menu, select Rules.
  2. Click Add Rule.
  3. Select Risk Rating Calculation and upload your completed template.
  4. Use the toggle in the State column to enable the Risk Rating Calculation Rule.

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