Risk Profile

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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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