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NewUX Broker Admin
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    • Goal management
      • Mapping list
      • Risk type list
      • Goal list
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  1. Settings and Control
  2. Goal management

Risk type list

TradeSocio NewUX - Broker Admin manual

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Last updated 3 years ago

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Risk type list is a module allowing admin to create custom risk types. Risk types are used to differentiate user risk ratings for product mapping.

Risk types are defined by:

  • Risk rating - specified from 1 to 9, where 1 is the most conservative and 9 is the most aggressive profile

  • Risk name - custom risk type naming

  • Description - custom description of the risk type

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

Admin can add a new risk type by clicking on Add risk in the top bar.

The table of contents includes the list of all risk types created and available for creating new mapping rules.