Risk Researcher - Knowledge Base
Knowledge Base Overview
The purpose of this guide is to provide an overview of Risk Researcher Knowledge Base.
Understand the Knowledge Base pages.
- To view the IRESS Insights Video please view the following link here. (Created by Anthony Derriscott on July 28, 2016)
Knowledge Base
The Risk Researcher insurance research knowledge base provides advisers with reference material that may be of value during the recommendation process. The knowledge base contains the following areas:
- Risk Researcher Central
- Risk Continuum
- PDS Download
- Financial Strength Ratings
- References.
Accessing Risk Researcher Knowledge Base
To access Knowledge Base outside a client:
In the Title Bar at the top of the screen, click XPLAN > Risk Researcher > Knowledge Base. The Cover Availability page displays.
To access Knowledge Base within a clients Risk Researcher scenario:
Click Risk Tools > Knowledge Base.
Risk Researcher Central
Risk Researcher Central is a repository providing a summary on the latest product updates, changes to the IRESS Wealth Management risk evaluation methodology, and other informative and relevant information.
- In the navigation menu, select Risk Researcher Central.
- The Risk Researcher Central page displays.
Risk Continuum
Risk Continuum providers a historic overview of product changes that have recently occurred within the Australian Risk Insurance industry.
- In the navigation menu, select Risk Continuum.
- The Risk Continuum page displays.
PDS Download
PDS Download allows advisers to access current Product Disclosure Statements for the risk packages contained within the system.
- In the navigation menu, select PDS Download.
- The PDS Download page displays.
Financial Strength Ratings
Financial Strength Ratings provides a reference list of Standard & Poors' financial strength ratings. Financial strength ratings provide an indication of a providers financial security characteristics and its ability to meet financial commitments, such as paying out claims.
- In the navigation menu, select Financial Strength Ratings.
- The Financial Strength Ratings page displays.
References
References provide a range of general reference documents.
- In the navigation menu, select References.
- The References page displays.
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