Salescheck.ioHelp CenterSetting up risk categories
Create named categories and assign them a color.
Risk categories are your organization's own labels for risk — things like "OFAC Sanctioned", "Restricted", or "Elevated — internal policy". Each category maps to one of three colors — Green, Yellow, or Red — which is what actually drives scoring. The name and description are for your team; the color is what Salescheck.io acts on.
Steps
In the app, go to the Risk categories tab under Scoring. You'll need Admin access, or Member access with Compliance access granted.
Use a name your team will recognize on sight — e.g. OFAC Sanctioned or High risk — manual review. This is what shows up wherever the category is referenced.
Choose Green, Yellow, or Red. This is the tier that gets returned whenever a rule tagged with this category matches — it's what feeds into worst-tier-wins scoring.
A short internal note on what the category means or when it should be used — useful once you have more than a couple of categories, so the next person tagging a rule doesn't have to guess.
The category is immediately available to pick from when creating or editing rules.
Editing and deleting
You can rename a category, change its color, or update its description at any time — every rule tagged with that category updates automatically, since rules only store a reference to the category, not a copy of its color. Deleting a category cannot be undone; any rule still tagged with it will need to be re-tagged.