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Entity Hierarchy and Risk and Compliance Rollup

somjyotis
Tera Contributor

Can someone please guide me on how to setup a hierarchy for entities, so that Risk and Compliance scores get rolled up? We need the OOTB functionality to be used for it.
We are using Classic Risk (not Advanced Risk).
Thanks in advance!

2 REPLIES 2

JadaP
Tera Expert

Happy to help but need to understand your use case first. Rollup can mean different things.

 

Can you clarify: What scores are you trying to roll up - risk scores or compliance scores? Where do you want to see them - at Entity Type level or from child to parent entities? What does rolled up look like - an average, weighted calc, or something else? What's the business driver - executive dashboard, audit reporting, or risk owner visibility?

 

The approach varies based on your answers. Some rollups work OOTB in Classic Risk, others need Advanced Risk, and some need custom development.

 

A quick example or mockup of what you want to see would help.

JadaP
Tera Expert

Happy to help but need to understand your use case first. Rollup can mean different things.

 

Can you clarify: What scores are you trying to roll up - risk scores or compliance scores? Where do you want to see them - at Entity Type level or from child to parent entities? What does rolled up look like - an average, weighted calc, or something else? What's the business driver - executive dashboard, audit reporting, or risk owner visibility?

 

The approach varies based on your answers. Some rollups work OOTB in Classic Risk, others need Advanced Risk, and some need custom development. A quick example or mockup of what you want to see would help.