A risk profile for a client for a specific area of advice.
Field Label | API Name | Type | Notes |
Applied Risk Band | cloupra__Applied_Risk_Band__c | Formula (Text) | BLANKVALUE( cloupra__Override_Risk_Band__r.Name , cloupra__Risk_Band__r.Name ) |
Client | cloupra__Client__c | Lookup (Account) | |
Created By ID | CreatedById | Lookup (User) | Required |
Created Date | CreatedDate | Datetime | Required |
Deleted | IsDeleted | Checkbox | Required |
Description | cloupra__Description__c | Textarea (255) | |
Justification | cloupra__Justification__c | Textarea (255) | |
Last Activity Date | LastActivityDate | Date | |
Last Modified By ID | LastModifiedById | Lookup (User) | Required |
Last Modified Date | LastModifiedDate | Datetime | Required |
Override Risk Band | cloupra__Override_Risk_Band__c | Lookup (Cloupra__Risk_Band__C) | |
Override Risk Band Reason | cloupra__Override_Risk_Band_Reason__c | Textarea (255) | |
Owner ID | OwnerId | Lookup (Group, User) | Required |
Person | cloupra__Person__c | Lookup (Contact) | The specific client person to whom the risk profile relates. If it relates broadly to everyone in the client, leave blank. |
Primary Division | cloupra__Primary_Division__c | Lookup (Account) | |
Question01 | cloupra__Question01__c | Lookup (Cloupra__Question__C) | |
Question02 | cloupra__Question02__c | Lookup (Cloupra__Question__C) | |
Question03 | cloupra__Question03__c | Lookup (Cloupra__Question__C) | |
Question04 | cloupra__Question04__c | Lookup (Cloupra__Question__C) | |
Question05 | cloupra__Question05__c | Lookup (Cloupra__Question__C) | |
Question06 | cloupra__Question06__c | Lookup (Cloupra__Question__C) | |
Question07 | cloupra__Question07__c | Lookup (Cloupra__Question__C) | |
Question08 | cloupra__Question08__c | Lookup (Cloupra__Question__C) | |
Question09 | cloupra__Question09__c | Lookup (Cloupra__Question__C) | |
Question10 | cloupra__Question10__c | Lookup (Cloupra__Question__C) | |
Question11 | cloupra__Question11__c | Lookup (Cloupra__Question__C) | |
Question12 | cloupra__Question12__c | Lookup (Cloupra__Question__C) | |
Question13 | cloupra__Question13__c | Lookup (Cloupra__Question__C) | |
Question14 | cloupra__Question14__c | Lookup (Cloupra__Question__C) | |
Question15 | cloupra__Question15__c | Lookup (Cloupra__Question__C) | |
Record ID | Id | Id (18) | Required |
Response01 | cloupra__Response01__c | Lookup (Cloupra__Answer__C) | |
Response02 | cloupra__Response02__c | Lookup (Cloupra__Answer__C) | |
Response03 | cloupra__Response03__c | Lookup (Cloupra__Answer__C) | |
Response04 | cloupra__Response04__c | Lookup (Cloupra__Answer__C) | |
Response05 | cloupra__Response05__c | Lookup (Cloupra__Answer__C) | |
Response06 | cloupra__Response06__c | Lookup (Cloupra__Answer__C) | |
Response07 | cloupra__Response07__c | Lookup (Cloupra__Answer__C) | |
Response08 | cloupra__Response08__c | Lookup (Cloupra__Answer__C) | |
Response09 | cloupra__Response09__c | Lookup (Cloupra__Answer__C) | |
Response10 | cloupra__Response10__c | Lookup (Cloupra__Answer__C) | |
Response11 | cloupra__Response11__c | Lookup (Cloupra__Answer__C) | |
Response12 | cloupra__Response12__c | Lookup (Cloupra__Answer__C) | |
Response13 | cloupra__Response13__c | Lookup (Cloupra__Answer__C) | |
Response14 | cloupra__Response14__c | Lookup (Cloupra__Answer__C) | |
Response15 | cloupra__Response15__c | Lookup (Cloupra__Answer__C) | |
Risk Band | cloupra__Risk_Band__c | Lookup (Cloupra__Risk_Band__C) | |
Risk Profile Number | Name | Text (80) | Required |
Scope | cloupra__Scope__c | Lookup (Cloupra__Category__C) | |
System Modstamp | SystemModstamp | Datetime | Required |
Tolerance | cloupra__Tolerance__c | Lookup (Cloupra__Category__C) | |
Type | cloupra__Type__c | Lookup (Cloupra__Category__C) |
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