Configure risk factors

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Configure risk factors to define the criteria the risk assessment functionality evaluates a request. Each risk factor uses one of three evaluation types: Condition, Skill, or Subflow.

    Warum und wann dieser Vorgang ausgeführt wird

    Risk factors define the criteria evaluated when scoring a request. Each factor is assigned a weight that reflects its impact on the overall risk score. The utility supports three evaluation types:
    • Condition: Evaluates the disclosure against rule-based conditions defined in risk factor conditions. Each condition tests a specific field value and assigns a score when the condition is met. Use this type for deterministic, field-based evaluations.
    • Skill: Uses an AI skill to evaluate the disclosure. Use this type when the evaluation requires natural language understanding or analysis that cannot be expressed as a simple field condition.
      Hinweis:
      • The skill is available in the base system to evaluate an COI request only when you have installed and configured Now Assist for Legal Service Delivery (LSD) that is a paid application.
      • You can access the skill by navigating to Now Assist Skill Kit > Home > Custom skills and selecting Legal Risk Evaluator Prompt.
      For more information, see Now Assist for Legal Service Delivery (LSD).
    • Subflow: Executes a Flow Designer subflow to evaluate the disclosure. Use this type when the evaluation requires complex logic, external integrations, or multi-step processing.

    Vorbereitungen

    Role required: sn_lco_cmn.config

    Prozedur

    1. Add risk factor using any of the following methods.
      • Add risk factor from the risk assessment record
        • Navigate to All > Legal and Contracts Common Utilities > Risk Assessment.
        • From the Risk factors related list, select New.
      • Add a risk factor record directly
        • Navigate to All > Legal and Contracts Common Utilities > Risk factor.
        • Select New.
    2. On the form, fill in the following fields.
      Tabelle : 1. Risk factor fields
      Field Description
      Name A descriptive name for the risk factor.
      Risk assessment The risk assessment where the risk factor will be evaluated. When you create a risk factor from the risk assessment record it will be populated with the risk assessment name.
      Active Select the check box to include this factor in risk evaluations.
      Description An explanation of what the condition evaluates and why it contributes to the risk score.
      Weight The scoring weight assigned to this factor. Higher weights indicate greater impact on the overall risk score.
    3. Configure evaluation type.
      Evaluation typeSteps
      Subflow

      A Subflow reference field appears.

      Select the Flow Designer subflow that executes custom evaluation logic and returns a risk score in the Subflow field.
      Condition
      • Right-click on the form header and select Save.
      • In the Risk factor conditions related list, select New.
      • In the Name field, enter descriptive name.
      • In the Table field, select the table on which the condition is evaluated.
      • In the Risk factor field, select parent risk factor. It is auto-populated when creating from the related list.
      • Select the Active check box to activate the condition.
      • In the Order field, enter the evaluation order.
      • In the Score field, assign a score assigned when this condition is met.
      • In the Applies to filter, define filter conditions using the condition builder. Example: Is it a true governance board for an organization is Advisory Board.
      Skill

      A Skill reference field appears.

      Select the AI skill that analyzes the disclosure content and returns a risk score.
    4. Select Submit.

    Ergebnisse

    The risk factor is configured and active. When the risk assessment utility evaluates a request, it processes each active risk factor based on its evaluation type: The scores from all active risk factors are aggregated to produce the overall risk score, which determines the risk level (Low, Medium, or High) and the corresponding approval routing.