Wiki source code of Link Risk Policies to a Client
Version 20.1 by Megan Kahl on 2022/05/31 10:05
Hide last authors
| author | version | line-number | content |
|---|---|---|---|
 |
14.1 | 1 | |
| |
2.1 | 2 | |
| |
14.1 | 3 | (% style="text-align: center;" %) |
| |
20.1 | 4 | (% style="font-size: 28px; color: rgb(41, 128, 185)" %)**LINKING RISK POLICIES TO A CLIENT** |
| |
2.1 | 5 | |
| 6 | |||
| 7 | |||
| |
14.1 | 8 | (% style="text-align: center;" %) |
| 9 | (% style="color:#2980b9" %)**BY** | ||
| |
2.1 | 10 | |
| 11 | |||
| 12 | |||
| |
14.1 | 13 | (% style="text-align:center" %) |
| 14 | [[image:Link Risk Policies to a Client_html_8cba33b1e8c9fa24.gif||height="128" width="463"]] | ||
| |
2.1 | 15 | |
| |
14.1 | 16 | {{info}} |
| 17 | (% style="text-align: center;" %) | ||
| 18 | (% style="color:#2980b9; font-size:22px" %)**TABLE OF CONTENTS** | ||
| |
2.1 | 19 | |
| 20 | |||
| |
14.1 | 21 | {{toc/}} |
| |
2.1 | 22 | |
| |
14.1 | 23 | |
| 24 | {{/info}} | ||
| |
2.1 | 25 | |
| 26 | |||
| |
14.1 | 27 | (% style="text-align: center;" %) |
| 28 | == (% style="color:#2980b9" %)**Linking Risk Policies to a Client**(%%) == | ||
| |
2.1 | 29 | |
| 30 | |||
| |
14.1 | 31 | To link a policy to a client: |
| |
2.1 | 32 | |
| |
14.1 | 33 | (% style="color:#2980b9" %)**Client** -(%%) Select the relevant Client |
| |
2.1 | 34 | |
| |
20.1 | 35 | (% style="text-align:center" %) |
| 36 | [[image:1653991457417-685.png]] | ||
| |
2.1 | 37 | |
| 38 | |||
| |
14.1 | 39 | (% style="color:#2980b9" %)**Client Menu** -(%%) Select (% style="color:#2980b9" %)“**Risk Policies**” |
| |
2.1 | 40 | |
| |
20.1 | 41 | (% style="text-align:center" %) |
| 42 | [[image:1653991474045-238.png]] | ||
| |
2.1 | 43 | |
| 44 | |||
| |
14.1 | 45 | (% style="color:#2980b9" %)**Client Risk Policies** -(%%) A list of Risk Policies already loaded is displayed. |
| |
2.1 | 46 | |
| |
20.1 | 47 | [[image:1653991494875-918.png]] |
| |
2.1 | 48 | |
| 49 | |||
| |
14.1 | 50 | To add a new Risk Policy (the policy must have already been created at a Parent level), select the row (% style="color:#2980b9" %)“**Click here to add a new row.**” |
| |
2.1 | 51 | |
| |
20.1 | 52 | (% style="text-align:center" %) |
| 53 | [[image:1653991509125-424.png]] | ||
| |
2.1 | 54 | |
| 55 | |||
| |
14.1 | 56 | Complete the relevant fields. |
| |
2.1 | 57 | |
| |
20.1 | 58 | (% style="text-align:center" %) |
| 59 | [[image:1653991526721-957.png]] | ||
| |
2.1 | 60 | |
| 61 | |||
| |
14.1 | 62 | Take special note of the following fields: |
| |
2.1 | 63 | |
| |
14.1 | 64 | (% style="color:#2980b9" %)**Eff date:**(%%)** **This date must be prior to the first transaction date. |
| |
2.1 | 65 | |
| |
14.1 | 66 | (% style="color:#2980b9" %)**Risk Policy:** (%%)This is the new policy you wish to link. |
| |
2.1 | 67 | |
| |
14.1 | 68 | (% style="color:#2980b9" %)**Bank Ref: **(%%)This cannot be populated when linking the policy as it should be loaded on the Parent Risk Policy |
| |
2.1 | 69 | |
| 70 | |||
| |
14.1 | 71 | Press the(% style="color:#2980b9" %) “**Update**”(%%) button and the (% style="color:#2980b9" %)“**Save**”(%%) Icon. |
| |
2.1 | 72 | |
| 73 | |||
| 74 | |||
| |
14.1 | 75 | (% style="text-align: center;" %) |
| 76 | == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) == | ||
| |
2.1 | 77 | |
| 78 | |||
| |
14.1 | 79 | (% style="color:#2980b9" %)**DISCLAIMER** |
| |
2.1 | 80 | |
| |
14.1 | 81 | Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training. |
| |
2.1 | 82 | |
| |
14.1 | 83 | In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual. |
| |
2.1 | 84 | |
| |
14.1 | 85 | EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual. |
| |
2.1 | 86 | |
| |
14.1 | 87 | Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide. |
| |
2.1 | 88 | |
| 89 | |||
| 90 | |||
| |
14.1 | 91 | (% style="color:#2980b9" %)**COPYRIGHT** |
| 92 | |||
| 93 | This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format. | ||
| 94 | |||
| 95 | |||
| 96 | EBSphere (Pty) Limited | ||
| 97 | |||
| 98 | P.O. Box 785803 | ||
| 99 | |||
| 100 | Sandton | ||
| 101 | |||
| 102 | 2146 | ||
| 103 | |||
| 104 | |||
| 105 | |||
| 106 | (% style="text-align:center" %) | ||
| 107 | [[image:Link Risk Policies to a Client_html_8cba33b1e8c9fa24.gif||height="128" width="463"]] |