Risk Profile

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A risk profile for a client for a specific area of advice.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the risk profile.

 

Custom Field Label & API Name

Type

Description

Client

cloupra__Client__c

Lookup (Account)

The client to whom the risk profile relates.

Description

cloupra__Description__c

Text Area (255)

A brief description of the risk profile.

Justification

cloupra__Justification__c

Text Area (255)

A short explanation of why or how the risk profile was determined.

Person

cloupra__Person__c

Lookup (Contact)

The person to whom the risk profile relates.

Scope

cloupra__Scope__c

Lookup (Category)

The scope area to which the risk profile relates, e.g. investments, insurance, etc.

Tolerance

cloupra__Tolerance__c

Lookup (Category)

The risk tolerance of the client (and optionally the person) in relation to the scope area of the risk profile.

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