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Portfolio Management Table Overview

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The Portfolio Management Table is your main dashboard to manage vendors, request data, assessment status, and more. To better understand the different elements of the Portfolio Management Table, get acquainted with our terminology below:

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Portfolio Aggregate Counts:

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  • Companies in Portfolio
    • This will display your portfolio's total number of companies. This total will not change when filters, search, or pagination is applied. 
  • Available in exchange
    • This will display the total number of reports available in the exchange. This exchange-level information corresponds to the total number of statuses visible in the "In Exchange" column. The total will not change when filters, search, or pagination is applied.
  • Data Access Requests
    • This will display the total number of requests that are approved or requested in your portfolio. This aggregate corresponds to the "Access" column and depends on the column statutes. This total does not change when applying filters, searching, or pagination. 
  • Available in Portfolio
    • This will display the total number of reports available in the portfolio that are attested or validated (including upstream shares.) This aggregate corresponds to the "Available" column and depends on the column statuses.  This total does not change when applying filters, searching, or pagination.

 

Table Columns:

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  • Company Name / Internal Contact
    • This column displays the company's name and the company contact's name. Clicking on the company name will route the user to the Vendor Profile Page. To find out the company contact's role, just hover over the company contact name. The company contact role will either be an Account Administrator or Assessment Owner. Clicking on the company contact will open an email with that contact email address pre-populated in the address bar. 
  • Inherent Risk
    • This column displays the inherent risk/business exposure score calculated when the customer has scoped their company on the Vendor Profile Page.
    • There are four possible column statuses:
      • High
      • Unconfirmed High
      • Medium 
      • Unconfirmed Medium
      • Low 
      • Unconfirmed Low
      • Unavailable (Blank)
    • If the company has filled out all 8 of the Impact Questionnaire questions, then the profile is complete and will show the status High, Medium or Low. If the Impact Questionnaire questions are not completed, then we will display the same status but with "Unconfirmed" in front of it. 
      • Please note, this column may take an hour to update once the Impact Questionnaire is submitted
    • This column has the ability to be sorted and will sort based on the status importance. There is no clickable action or hover/tooltip within this column. 
  • In Exchange
    • This column displays the highest completed and released report that the company has available in the exchange and is exchange-level information and is not related to what the customer has requested. This column is meant to guide our customers, show them what they could order, and get a report immediately (as long as the company approved the request).
    • This column has the ability to be sorted, and it will sort based on the status of importance. There is no hover/tooltip within this column. However, the status is clickable and will open the Portfolio Manager Table drawer. 
  • Access
    • This column displays the status of your request, and each status displays the tier and validation information based on the request under the column status.
    • There are four possible column statuses:
      • Approved
      • Denied
      • Requested
      • Not Requested (Request Button)
    • Clicking the Request Button routes the user to the ordering page and allows them to request a specific tiered assessment to be completed by the company. 
    • This column has the ability to be sorted, and it will sort based on the status of importance. There is no clickable action or hover/tooltip within this column. 
  • Data
    • This column displays the status of the current assessment and how that relates to your request.
    • There are four possible column statuses:
      • Completed
      • In Progress (covers validation in progress)
        • This status is followed by a tier, and the validation information is based on the current assessment
        • This status has a hover/tooltip that shows information about the current questionnaire, its progress percent complete, and the date the user placed an order
      • Not Started
        • This status has a hover/tooltip that the date the user placed an order and that the company has not started their assessment
      • Processing
        • This status is when the requested tier is not yet provisioned for the company and there is no matching assessment yet.
        • Typically, it is a result of the uplift not occurring yet
      • Update in Progress
        • This status is followed by a tier and will appear when an assessment is being updated or in refresh. 
      • Not Created or Denied (blank)
  • Available
    • This column displays the status of whether the ordered assessment is available for the user to see. It can be read as the logical result of the Access & Data columns.
    • There are four possible column statuses:
      • Inherent Profile - When predictive data is not available for the company and when there is no order, or when there is, but it isn't in the approved status yet
      • Predictive Profile - When predictive data is available for the company and when there is no order, or when there is but it isn't in the approved status yet
      • Attested Profile - This status is displayed when the third party approves the request and attests the associated assessment.
        • For non-validated assessments, the request is considered complete at this point.
        • For assessments with validation, this status is displayed when the request is in the validation process, but validation has not yet been completed.
      • Validated Profile - This status is displayed when the third party has approved the request and attested the assessment associated with that request and an assessor has completed the validation process. Only applicable to assessments with validation.
  • Cell Actions
    • The "..." button at the end of the Portfolio Manager Table will display a list of options when clicked.
    • The options are:
      • Remove - This will remove the company from the portfolio

 

Search Bar:

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Users can search their portfolio by the company name or company URL. 

 

Filters:

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These filters can be used to make searching in the portfolio manager table faster and easier. The filters we have available are:

  • Inherent Risk
    • A drop-down menu that allows the user to filter the Inherent Risk column. Our users can click multiple options on the filter. The filter options are:
      • High Exposure
      • Medium Exposure
      • Low Exposure
      • Unconfirmed Exposure (blank)
  • Available in Exchange
    • A drop-down menu that allows the user to filter the In Exchange column. Our users can click multiple options on the filter. The filter options are:
      • Tier 1 Validated
      • Tier 1 Validated Pending
      • Tier 2 Validated
      • Tier 2
      • Tier 3
  • Access Status
    • A drop-down menu that allows the user to filter the Access column. Our users can click multiple options on the filter. The filter options are:
      • Approved
      • Denied
      • Requested
      • Not Requested (Request button will show)
  • Data Status
    • A drop-down menu that allows the user to filter the Data column. Our users can click multiple options on the filter. The filter options are:
      • Not Started
      • In Progress
      • Completed
      • Update In Progress
  • Available in Portfolio
    • A drop-down menu that allows the user to filter the Available column. Our users can click multiple options on the filter. The filter options are:
      • Inherent Profile
      • Predictive Profile
      • Attested Profile
      • Validated Profile
  • Tags
    • A drop-down menu that allows users to filter by any tag in their portfolio. Our users can click multiple options on this filter.
  • Industry
    • A drop-down menu that allows the user to filter by any industry in the portfolio. This list only includes distinct industries and favors the company's "relationship" industry over the industry of the company. Our users can click multiple options on this filter.

 

Drawer:

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The drawer opens when a user clicks on the status in the "In Exchange" column. The column status is based on the highest completed report available in the exchange for the company. The top of the drawer shows the owner's attestation date, the tier, and validation information for the current assessment. If there is no owner attestation date for the current assessment, the date will read "Update In Progress". The icons in the drawer are based on the report available in the exchange. The date next to the icon will be based on the following cases:

  1. The completed assessment exists, a report for that assessment exists, and the tier of the current assessment (assessment in progress) is equal to the tier of the released report. The date will be the current assessment owner attestation date.
  2. The completed assessment exists, a report for that assessment exists, and the tier of the current assessment (assessment in progress) is less than or equal to the tier of the released report. The date will be the current assessment owner attestation date.
  3. In all other cases, the date will be available in exchange owner's attestation date.

Excel Download:

When the "Download Portfolio" button is selected, a message at the bottom left of the screen says that the download is in progress. The user can move around the platform while this file downloads.

Once the download is complete, it will be saved directly to the customer's download folder. If the Portfolio Manager Table has filters applied to it, the Excel download will download the information based on the applied filters. 

We have rearranged the tabs of the Excel download so that the Portfolio information appears first when the file is opened. We have also updated the names of the columns to match the new column names in the Portfolio Manager Table and added the new "Available" column information to the Excel download.

Lastly, we have moved the Action Required excel download into our Portfolio Manager Table excel. You can find the Action Required information on its own CAR tab.

 

 

Add Company:

When the "Add Company" button is selected, our users will be brought to the Company Search page that will allow them to search for a company they want to add to their portfolio or, if they cannot find the company they need,  create a new company to add to the exchange and their portfolio.

 

Bulk Tagging:

Bulk tagging is no longer available on the Portfolio Manager Table. Tagging can only be done on the company's vendor profile page in the customer notepad section. There is no visual indication of any tags on the Portfolio Management Table, but filters will still allow the user to filter the companies that have the tag(s) they are looking for. 

 

 

 

 

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