Policies (R)
The Policies page allows you to configure automated risk reviews and applicable response actions for your 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.
Tip: To learn more about the Policies tool and view a full list of available policy decision types, visit the Understanding Policies - Risk page.
Tip: To learn more about Group Decisions, which are the equivalent of applying a policy to a Group, visit the Understanding Decisions - Risk page.
Policies Page Features
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.
Policy Decisions (R)
The Policy Decisions page displays detailed information about existing automated risk decisions set within a specific policy. You can also add, edit, or delete decisions from a policy to adjust your automated risk review and response process as needed.
Navigate to Policy Decisions by following the steps below:
Step 1: Click Policies under Risk in the Admin category in the left-hand navigation panel.
Step 2: Click on the policy’s name in the table located on the Policies page to open the Policy Decisions page.
Tip: To learn more about the Policies tool and view a full list of available policy decision types, visit the Understanding Policies - Risk page.
Policy Decisions Features
Customize Your Policy Decisions Table
Sorting is not available on the Policy Decisions page. However, you can utilize the Search function to locate your specific policy based on the available table data.