Mapping list

TradeSocio NewUX - Broker Admin manual

Mapping list is a main goal management tool. Admin user can create rules of mapping a specific Robo advisory goal with a Basket product based on the risk profiling of the user.

In order to proceed with configuring the new mapping rule, user needs to have pre-configured Goal, Risk type and a target Basket product.

The module consists of the top management bar and the table of contents.

Admin can perform following actions from the top management bar:

• Goal mapping - create new mapping rules

• Export .csv - export the complete list of the goal in .csv format and save to your external device

Admin can also manage the existing mapping rules from Action drop-down menu. The following functions are available:

• Edit mapping - change the mapping risk type and associated basket

• Edit goal - edit the properties of the goal which is associated with this specific mapping

• Edit risk - edit the properties the risk type which is associated with this specific mapping

• Inactivate - temporary inactivate the mapping. Inactive mapping will not be applied for new investors willing to invest via Robo advisory

• Delete - permanently erase the mapping