Using the Business Check Widget

The Business Check widget shows the score for a business check rule associated with the prospect or customer.

Each business check value has a risk score associated with it. To create a business check, follow these steps:
  1. In the Pipeline Designer page, select the pipeline you want to edit. The Pipeline Designer window appears.
  2. Hover on the Business Check widget and click Edit Edit icon . The Business Check window is displayed.
  3. Select a prospect or customer type.
  4. Click AddAdd icon to add a new business check. A new row is displayed.
  5. Provide details as described in the following table:

    Table 11-3 Business Check Widget Fields

    Field Description
    Rule Name Select the rule name.

    Note:

    Do not add a Rule Element that is Deactivated in the Risk Element Configuration window. For more information, See Configure KYC Administration Data.
    Value To add a risk score for all attributes of the rule, follow these steps:
    1. Click LookupLookup icon. The Lookup Scores View Screen window is displayed.
    2. Enter the risk score in the Populate Default Score Value field.
    3. Click PopulatePopulate icon. The risk scores are added for all the attributes.
    Default Risk Score Enter the default risk score. If you do not add a default score, it is added by the system.
  6. Click Save Save icon to save the values. You can also click Reset to reset the values in the fields.

    Note:

    ATTENTION:You must add risk scores for the attributes of all risk elements in order to save the risk score.
    After you add a rule, you can edit the risk elements.
    • Click Edit Edit iconin line with the risk category you want to edit. Edit icons are displayed against each risk element.
    • Click Edit Edit iconin line with the weightage and default risk score of the risk element you want to edit and clickSave Save icon
    • Click Delete Delete icon to delete the risk category or an individual risk element.
    • When you have finished looking through the fields and want to go back to the Pipeline Designer window, click Close Close iconto close the window. Finally, click Save Save iconto save the updates made.