Create and Activate a Business Line

Creating a Business Line

To create a Business Line follow these steps:

1. Make sure that you are in the correct entity and go to Settings.
2. Go to Business Lines.
3. Click on +New Business Line.
4. Add a name for the Business Line (mandatory) and additional comments (optional).
   
   Note: A risk score for the user assigned that business line will be generated by default, but you can change it if you disable it. This Business Line should calculate a Risk Score button.

Configuring Risk Values

Once you have created your Business Line, it is crucial to configure the risk levels before sending invitations to your clients to join your Portfolio.

To set the appropriate risk values follow these steps:

1. Select an entity and go to Settings.
2. Go to Business Lines.
3. Click on a Business Line.
4. In Weights set the percentage weight for the different parameters. Once the parameters are set, click Apply Changes.

Note: The Risk section must be enabled for the risk parameters to be considered and configured.

Activating a Business Line

Once the Business Line has been created, you must activate it so that it becomes available for assignment:

1. Select an entity and go to Settings.
2. Go Business Lines.
3. Drop down the menu and click on Enable.
4. Confirm this action.

Note: Look at how the Business Line icon on the left has changed from grayscale to colour.

You may deactivate it at any time, and any associated Flows will not be included in a Portfolio invitation until you activate it again.

1. Select an entity and go to Settings.
2. Go Business Lines.
3. Drop down the menu and click on Disable.
4. Confirm this action.