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            Validate the Risk Assessment Status

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            3. Financial Services Cloud Admin Guide

            Validate the Risk Assessment Status

            When an applicant's KYC documents are approved, the Party Profile record's stage is updated to Risk Assessment.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To review the risk assessment status: Financial Services Cloud Extension OR FSC Sales

            If you set up an expression set to determine the risk category and configured the Onboarding: Assess the Risk Category for the Party Profile and Update the Party Profile Stage flow with that expression set, the flow is invoked when the stage of the party profile record is updated to Risk Assessment. The flow also creates a Party Profile Risk record and stores the risk category.

            1. From the App Launcher, find and select Onboarding.
            2. Click the Application Forms tab.
            3. From the Applicants section, click the applicant record for whom you want to perform the risk assessment.
            4. In the Details section, under Party Profile, click the party profile record that’s related to the applicant.
            5. Review the status and click Finish.
             
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            Salesforce Help | Article