How do I manage Relationship Settings?

  2. Relationships
  3. How do I manage Relationship Settings?

Relationships are characterized by their Onboarding Status, Risk, Technology platforms, and Type.

  1. On the main page, click to access DRM settings.
  2. Go to Relationships.
  1. On the left, you’ll find a table with the pre-defined Relationship Status.

  2. To add new Status, click . 
  3. In the pop-up window, add the new Status‘s name, Percentage defining the status, the Compliance threshold, and Description.


  4. Click Save & Close.t
  1. On the right, you’ll find a table with the pre-defined Relationship Risk.

  2. To add new Risk, click . 
  3. In the pop-up window, add the new Risk‘s name, Severity, Description, Review Frequency, and Reminder.
  4. Click Save & Close.
  1. Scroll down to find IT Platforms table,  click  to add new IT Platform.
  2. In the pop-up window, add the new System’s name and Description.
  3. Click Save & Close.
  1. In the bottom of the screen,  click  to add new Relationship Type.
  2. In the pop-up window, add the new Type’s name and Description.



  3. Click Save & Close.
Relationships Settings
August 31, 2021

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