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Customer risk assessment principles

Updated on February 16, 2021

A risk profile is a qualitative and quantitative analysis of the types of threats an organization, asset, project, or individual faces. A risk profile aims to provide a non-subjective understanding of risk by assigning numerical values to variables that represent different types of threats and the danger they pose.

The risk profile is set in Pega Foundation for Financial Services by using scorecards. A scorecard contains the weighted values for each risk. For example, you can create a scorecard rule to calculate customer segmentation that is based on age and income, and then map particular score ranges to defined results.

For more information about existing risk factors, see Customer risk assessment.

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