---
title: "Risk Mapper and Profiler"
slug: "risk-mapper-and-profiler-1"
updated: 2026-10-06T20:34:14Z
published: 2026-10-29T16:29:08Z
canonical: "wiki.cobblestonesoftware.com/risk-mapper-and-profiler-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Risk Mapper and Profiler

**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.

![Administration page filtered to risk, showing the Risk Profiler Categories tile](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-admin-search-risk-profiler.png)

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.

![Risk Profiler Categories list on the Master Reference Data page](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-risk-profiler-categories-list.png)

# 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.

![Add new Risk Profiler Category panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-add-new-risk-profiler-category.png)

1. 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.
2. Click **Save** to create the category, or **Cancel** to discard it.

![Parent Records to include for options](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-parent-records-options.png)

**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.

![Risk Profiler Category record page](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-risk-profiler-category-record.png)

## 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.

![Risk Profiler Category record in Edit All mode](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-edit-all-mode.png)

**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.

![Actions menu on a Risk Profiler Category record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-record-actions-menu.png)

# 7. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open Risk Profiler Categories | Administration → search **risk** → Risk Profiler Categories. |
| Add a category | + New → enter Risk Category Name and Risk Profile Description → check Is Active → select Parent Records to include for → Save. |
| Find a category | Use Search, column filters, or the column chooser on the list. |
| View a category | Click Manage on the category's row. |
| Edit a category | Manage → Edit All → update fields → Save. |
| Change which records a category applies to | Manage → Edit All → add or remove tags in Parent Records to include for → Save. |
| Deactivate a category | Manage → Edit All → clear Is Active → Save. |
| View history or delete a category | Manage → Actions → View History or Delete record. |