Getting Started with Policies

Getting Started with Policies

Configure custom risk profiles tailored for your business

Once you have reviewed ThoughtRiver’s out-of-the-box (OOTB) risk policy and amended it in line with your own playbook, you can configure your risk policy on the admin dashboard. This means you can add clause suggestions, advice notes, risk indicators, as well as additional properties to tailor the risk policy to your requirements.

Steps to configure your risk policy:

  1. Log onto the ThoughtRiver web app and navigate to Settings (the cog-like icon on the top-right side).
  2. Click on Policies, where you will see a list of all your risk policies.
  3. If you want to configure an OOTB policy, create a copy of this policy:
    • Click on the dropdown menu under the policy you want to configure.
    • Create a duplicate of this policy by selecting ‘Copy Policy’.

Risk Policy Settings

Tip:
It is important to create a duplicate of the policy to edit. Ensuring that the original remains unedited allows you to automatically receive updates that ThoughtRiver makes to OOTB policies. Edited policies will not receive these updates.


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