The Policies page allows you to configure automated risk reviews and applicable response actions for your Referrers and Merchants individually. This feature allows you to standardize and streamline your risk review process by automatically applying your preferred underwriting review criteria and the appropriate response to save time.
Navigate to the Policies page by clicking Risk under the Admin, then clicking Policies in the left-hand navigation bar.
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Tip: To learn more about the Policies tool and view a full list of available policy decision types, visit the Understanding Policies - Risk page. |
Policies Page Features
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Policies TableLocate existing policies in the main table on the Policies page. Individual policies are listed by row. The table view includes the following columns:
To review and configure decisions for the policy, click on any information in the row to open the Policy Decisions page. Add New PoliciesTo add a new policy to your Policies page, follow the steps below:
Policy ActionsThe Policies page table supports the following actions:
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Customize Your Policies Table
Sorting is not available on the Policies page. However, you can utilize the Search function to locate your specific policy based on the available table data.
Related Pages
Click the links or items on the Policies page to access any of the following pages: