- Securities User Guide
- Define Portfolio
- Process Risk Profile
20.8 Process Risk Profile
This topic describes the systematic instruction to process risk profile.
- On the Home page, specify SEDXRMNT in the text box, and click next arrow.
Risk Profile Maintenance screen is displayed.
- On the Risk Portfolio Maintenance screen, specify the fields.
For more information on fields, refer to field description table.
Table 20-9 Risk Portfolio Maintenance - Field Description
Field Description Risk Profile
Specify the risk profile.
Description
Enter a description for the risk profile.
Branch Code
Specify the branch code.
Portfolio Id
Select the portfolio ID from the adjoining list of values provided.
Priority Number
Specify the priority number to be associated with the benefit plan for the selected module.
Note:
The priority number specified should be unique across all benefit plans for a given module.
Branch Code
Specify the branch code.
Parent topic: Define Portfolio