Filtering results by risk level

Filtering risk assessments by result (low, medium, high)

Click the Client Onboarding tab at the top of the screen. There is a Filter by Risk dropdown in the search options. Choose which risk assessment results you'd like to see, (Incomplete, High, Medium or Low). Depending on your level of access, you can also tab between "My onboarding", "Branch onboarding" and "All onboarding" along the top column.