Matchup with the Exposure Profile To guarantee that the ratings in the
exposure profile
and the
risk assessment
remain consistent, we recommend that you can run a data matchup at various stages in the process.
The matchup overwrites the rating you entered in the
exposure profile
with the
main rating
and the
rating after check
of the
risk assessment
.
If you have not yet entered the respective agent in the
exposure profile
, the matchup automatically creates a corresponding entry in the
exposure profile
. The origin of the entry is displayed in the
additional information
on the exposure profile entry. You can also enter a comment of any chosen length.
In accordance with the process described under Performing of Risk Assessments you should run the matchup after the following process steps:
After assigning the main rating
After assigning the rating after check
After editing the status
You can also request the data matchup from the context of the
risk assessment
or from the
exposure profile
.
From the
risk assessment
you access the function using
Exposure Profile Matchup
; from the
exposure profile
using
Assessment matchup
.