The functionality inherent in relationship settings enables users to create and adjust various classifications and attributes for the relationships.
How to access?
- Go Settings / Relationships
- In this section you can manage statuses, risk levels, relationship technology systems and types
- Click Save
What settings can I manage?
Relationship types: Each of your relationships is categorized with a specific type. You can modify this type by accessing an individual relationship and selecting the “Edit” option.
Relationship risk: The management of relationship risks is a crucial aspect of maintaining strong interpersonal connections. Our platform offers a variety of risk options that users can add to their relationships, with clear specifications for review frequency and associated reminders. Through our platform, users can observe the risk calculation process and review their relationships’ risk levels to comply with the predetermined frequency or at any time for maximum effectiveness. By utilizing our filtering feature, users can easily sort their relationships by risk level to prioritize those requiring extra attention. Overall, our platform provides users with essential tools and features to manage risks in their relationships effectively.
Relationship systems: This section helps you manage the technology systems of your relationships.
Good to know
- All the relationships and their statuses are part of the onboarding monitoring process
- Compliance is used for relationships to check if they fit your business, monitor how they affect you, or screen and verify their identity, actions, and potential risks in illegal activities
Related topics
- Relationship Risk
- Referral and on-boarding