3.2.1 Edit Risk Profile

This topic describes the systematic instruction to Edit Risk Profile screen. This option allows the user to edit his risk profile, as evaluated by the application.

The risk profile user wants to choose as an alternate to the one assigned to him after answering risk profile questionnaire. Could be same as the one assigned or different as the user chooses.

To edit the risk profile:

  1. Navigate to the above path.
    The Risk Profile - Assessment screen appears.
  2. Click Disagree.
    A pop up screen with options allowing the user to edit the risk profile or take the assessment again appears.
  3. Select the Choose your risk profile type option.
    The Edit Risk Profile screen appears.

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 3-11 Edit Risk Profile - Field Description

    Field Name Description
    Select your risk profile The option to select an alternate risk profile for the user, to the one assigned to him after answering risk profile questionnaire.
  4. From the Select your risk profile list, select your risk profile.
  5. Perform anyone of the following actions:
    • Click Save.
    • Click Cancel to cancel the transaction.
    • Click Back to navigate back to the previous screen.

    The success message of submitting the request appears.

  6. Click Ok to complete the transaction.