What are the standard Financial risk scores and how do I update?

Created by Amit Kadam, Modified on Wed, 27 Aug at 7:15 AM by Amit Kadam

  • There are 4 standard financial scores that can be provided through CDIF (Customer Data Input File) : Credit Risk Score, Health Risk Score, Debt Rating Score and Z Risk Score.
  • These scores needs to be updated under Partner tab of the CDIF and the same will get reflected in the dashboards.
  • Before adding the risk score in the CDIF the user first needs to configure these scores in risk setting page. To do this follow the instructions mentioned in document (How to create new risk factor). During configuration user will need to provide the column reference form CDIF where they will be providing data for this specific risk score. This information can be provided under Mapped to CDIF Column. Once this risk factor has been added, click on save to exit and then in CDIF you can provide the risk scores in the same column and you can upload the CDIF.

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