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About this event
How to use Scopes in Moebius Risk Rules
The Problem:
Different types of assessment can be applied to the same type of entities according to the reason for assessment. For example a managed company is assessed differently to a company which is a shareholder.
A person who is a beneficiary is assessed differently to a person who is a director.
Running all rules on all entities will lead to necessary data capture and or unhelpful results.
Selecting rules to apply per assessment is time consuming and open to error.
The Solution:
Scopes, provide the solution by allowing the system to automatically skip rules that do not apply to a specific entity by role.
This webinar demonstrates how to use Scopes in Moebius Risk Rules to apply different assessment criteria to different types of entities - for example for managed companies and external companies such as shareholders.
Hosted by
Experienced Senior Business Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Business Process, Technical Writing, Software Development, Team Leadership, and Project Management.
Software solutions for fiduciary companies, legal practices, professional services providers and compliance professionals. Solutions include: Corporate Management, Compliance Management, Document Management, Legal Practice Management.
