COBBLESTONE SOFTWARE

Contract Insight — User Guide

Risk Mapper and Profiler

03. Admin User Manual › VISDOM & Risk Management › Risk Mapper and Profiler

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Risk profiling is configured in Administration → Master Reference Data → Risk Profiler Categories. Each Risk Profiler Category defines one risk-profile question or category that a record's risk profile is built from. A category has a Risk Category Name, a Risk Profile Description (the question or statement being assessed), an Is Active flag, a system-assigned RiskProfilerCategoryID, and Parent Records to include for — the record types (for example tblContracts, tblCustomers, or tblSolicitations) the category applies to. This is the mapping layer behind VISDOM's and the application's risk scoring: it defines the question set and categories keyed to each record type, so contracts, vendor/customer records, solicitations, and other record types can each have their own relevant risk questions.

2. Key Elements

• Risk Profiler Categories list: a tab on the Master Reference Data page showing Parent Records to include for, Risk Profile Description, Is Active, and RiskProfilerCategoryID for every category, with + New, Export, column chooser, filter, and Search tools, and a Manage button on each row.
• Risk Category Name: the short name of the category (for example, Debt Risk).
• Risk Profile Description: the question or statement the category assesses (for example, amount of debt risk).
• Is Active: marks whether the category is in use. Clear it to retire a category without deleting it.
• Parent Records to include for: a multi-select of the record types the category applies to — tblContracts, tblCustomers, tblSolicitations, tblPurchaseOrders, tblEmployees, and tblContractExternalRequest.
• RiskProfilerCategoryID, Entered By, Date Entered, Updated By, and Date Updated: filled in automatically by the system and read-only.

3. Navigating to Risk Profiler Categories

1. From the Contract Insight homepage, click the Administration icon at the bottom of the left navigation bar.
2. In the Search administration box, type risk.
3. Under Lookup Tables, click the Risk Profiler Categories tile.

Master Reference Data opens with the Risk Profiler Categories tab selected. Each row is one category. Use Search, the column filter icons, or the column chooser to find a category, and click Manage to open it. The other tabs across the top switch to other Master Reference Data lists.

4. Adding a Risk Profiler Category

1. Navigate to Risk Profiler Categories (see Section 3).
2. Click + New above the grid. The Add new Risk Profiler Category panel opens on the right.
3. Enter a Risk Category Name.
4. Enter a Risk Profile Description — the question or statement to be assessed.
5. Check Is Active so the category is available for use.

6. Click in Parent Records to include for and select each record type the category applies to. Start typing (for example, tbl) to show the list; you can select more than one record type.
7. Click Save to create the category, or Cancel to discard it.

Note: RiskProfilerCategoryID is assigned when the category is saved. Entered By, Date Entered, and Updated By are filled in automatically.

5. Viewing and Editing a Risk Profiler Category

5a. Viewing a Category

1. Navigate to Risk Profiler Categories (see Section 3).
2. Click Manage on the category's row.
3. The category's record page opens with all fields shown read-only. Use the Risk Profiler Categories breadcrumb to return to the list.

5b. Editing a Category

1. On the category's record page, click Edit All.
2. Update the Risk Category Name, Risk Profile Description, Is Active, or Parent Records to include for fields. To remove a record type, click the X on its tag.
3. Click Save to keep your changes, or Cancel to discard them.

Tip: To stop using a category but keep its history, clear Is Active instead of deleting it.

6. Record Actions

On a category's record page, click Actions to open the record actions menu:

• View History: review changes made to the category.
• Print / PDF: print the record or save it as a PDF.
• Copy Link: copy a direct link to the record.
• Create New Record: start a new record from this one.
• Record Permissions: control who can access the record.
• Delete record: permanently remove the category.

7. Quick Reference Summary