// Module 08 · Risk Based Approach (RBA)

Risk Based Approach (RBA) framework.

Dynamic risk assessment based on customer behavior, country, and products

Operational Policy · Active Cadence · Risk-weighted
// Overview

Overview

The Risk Based Approach provides dynamic risk assessment based on customer behavior, country, and products, enabling resources to be directed towards higher risks.

Risk scores are calculated automatically from multiple factors, and customers are classified by risk level — low, medium, or high — so review cadence stays risk-weighted across the portfolio.

Assessments re-run automatically when the factors behind them change, keeping every profile current and directing attention to where risk is concentrated.

// Features

Key Features

Risk scoring, classification, and re-assessment across the customer base.

01

Dynamic Risk Scoring

Automatic risk score calculation based on multiple factors

02

Customer Classification

Customer classification by risk level (low, medium, high)

03

Automatic Re-assessment

Automatic risk assessment update based on changes

// Outcomes

Benefits

01
Risk-Weighted Effort
Dynamic risk assessment directs resources towards higher risks, so attention follows where risk is concentrated.
02
Dynamic Risk Scoring
Automatic risk score calculation based on multiple factors keeps every profile current without manual recalculation.
03
Clear Classification
Customer classification by risk level — low, medium, high — gives a consistent, defensible basis for treatment.
04
Behaviour, Country & Product
Risk is assessed across customer behavior, country, and products, reflecting the factors that actually drive exposure.
05
Automatic Re-assessment
Risk assessments update automatically based on changes, so profiles never drift out of date between reviews.
06
Risk-Weighted Cadence
Review cadence is weighted to risk band, concentrating periodic effort where it carries the most value.
// i/o surface

Integrations

How the Risk Based Approach connects with the modules around it — the factors it scores from, the bands it allocates downstream, and the events that trigger re-assessment.

Inputs
  • Customer behavior
  • Country
  • Products
  • Initial risk assessment
Outputs
  • Risk score
  • Risk-level classification
  • Risk-weighted review cadence
APIs
  • Risk scoring API
  • Classification API
  • Re-assessment API
Scheduled Jobs
  • Automatic re-assessment
  • Periodic risk review
  • Change-driven rescoring
// risk profile

KPIs

A worked example of one customer's profile — risk score, tier band, and the factors behind it. Figures shown are an illustrative profile, not platform averages.

69
Risk Score
Elevated · Medium band
+4
Score Movement
Change over 7 days
3
Risk Levels
Low · Medium · High
3
Scoring Factors
Customer · Country · Product
Illustrative customer profile
// Next step

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// FAQ

FAQs

What factors drive the risk score?

The risk score is calculated automatically from multiple factors — customer behavior, country, and products — so resources can be directed towards higher risks.

How are customers classified?

Customers are classified by risk level into low, medium, and high bands, giving a consistent basis for risk-weighted treatment and review cadence.

When are assessments re-run?

Risk assessments update automatically based on changes, so a profile is re-scored when the factors behind it move rather than only at fixed intervals.

How does the RBA direct resources?

By scoring and banding dynamically, the Risk Based Approach enables resources to be directed towards higher risks and keeps periodic effort risk-weighted.

How does it relate to the Risk Assessment Engine?

The Risk Assessment Engine produces dynamic risk scoring from client profile, country, business type, and transaction behavior; the Risk Based Approach turns those scores into risk bands and review cadence.

Is the score visible across the platform?

Yes. The risk score and band travel with the customer across onboarding, monitoring, and review, so treatment stays consistent across the integrated platform.

// Overview

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