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Gints Vaskums

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In the Lookup Table Row Detail window (Figure), verify the flags (Birth Date = Yes (1), and Solicited = No (2)). If these details overestimate the risk, you can decrease the risk value by adjusting it. If this alert flag is 10 for Missing Suitability, you can adjust it to -8. Then, it will flag as a risk value=2.

Then click SAVE (3).

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Employee Assignment Rule Setup

In the Employee Assignment Rule Setup tab, select the Employee Assignment Rule from the list.

Click SAVE when finished.

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Adjustment Factor

The system uses various alert types. Each type must be evaluated with the Risk Value (1). By default, each alert has its risk value based on its type.

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Rw ui steps macro
Rw step

Click on the Setup > Alert Types tabs.

Rw step

Click on the relevant alert type. In this example, we chose Age Exception.

Note: At the bottom, you will see this alert type below the Assigned Lookup Tables tab. Double-clicking the alert type opens the Alert Type Detail window, where you can adjust the risk score by entering the value in the Risk Values field. Click SAVE when finished.

Rw step
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Note: If necessary, change the start and end dates and click the Detail button in the Edit Lookup Table Assignment window. This opens the Age Alert table.

Rw step

Double-click on the Alert Lookup – Age Rules table row.

The table contains all the rules set up for the flag. Consider which rules you should add, delete, change, insert, or renumber.

  • To add a new rule, click Add. It adds a new parameter at the end of the table.

  • To delete a rule, click Delete.

  • To change the rule, click Edit (or double-click the line).

  • To insert a rule, click Insert. This function mainly groups several alerts and sets their group IDs. It allows for evaluating these alert rules one by one in ascending or descending order. For example, for large trades, verifying the rules for different ranges (trade amounts) ($25000, $50000, and $75000) is useful.

  • To renumber a rule, click Renumber.

Select the parameters for your alert based on your rule's needs.

Info

Info: There are Key Values boxes (1) for many parameters. When this box is checked, the parameter is ignored. This means - the system goes to line one. If line one is checked, it is ignored. The system goes to line two. If line two is checked, it is ignored, etc. If the line is not checked, the system saves selected parameters. They are gatekeepers. Then, the system reaches the bottom (meets all criteria of the key values); at the bottom, there can be Return Values (2) (displayed without Key Values boxes). They analyze the values and can create alerts to flag.

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