Intake
2
Rules
3
Config
4
Dashboard
5
Detail

Risk Scoring & SAR Thresholds

Define risk scoring criteria, SAR filing triggers, and Enhanced Due Diligence thresholds.

Risk Score Thresholds

Define the score ranges that trigger different levels of review and action.

Standard CDD: review every 12 months
Enhanced monitoring: review every 6 months
EDD required: review every 90 days
Auto-escalate: SAR review within 30 days

SAR Filing Rules

Geographic Risk Weighting

Assign risk weight multipliers by jurisdiction category.

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