Categories

Define the taxonomy for your suppliers and set the baseline risk for each category. Add country-specific rules where needed.

What you can do

• Create and rename categories.
• Assign a Risk level to each category (your baseline).
• Add country-specific rules to override the baseline in selected countries.

Who can do this?

• Viewer: read-only
• Writer/Admin: create, edit, delete

Create or edit a category (step-by-step)

1. Go to Categories: /o/:organizationId/categories
2. Click “New category” or edit an existing one
3. Fill in:
   • Code: short identifier (e.g., TEXTILE)
   • Name: human-friendly label
   • Description: optional context
   • Risk level: choose from your org’s risk scale
4. Save

Tip: Keep codes consistent—changing them later can affect lookups.

Set country-specific risk rules

Use rules to say “For this category, in these countries, the risk is X”.

How to:

1. Open a category
2. Go to the Risk rules section
3. Click “Add rule” and set:
   • Target risk level
   • Countries (one or many)
   • Active flag and optional validity dates
   • Notes (optional)
4. Save

Effect: suppliers with this category and one of those countries will show the target risk instead of the baseline.

Where this shows up

• Supplier list: the risk badge reflects category baseline and any applicable country rule.
• Segments: you can target by category and, indirectly, by risk signals.

Troubleshooting

• I don’t see my risk levels: make sure an Admin created them under Settings → Risk levels.
• A rule doesn’t seem to apply: check the supplier’s Primary country and the rule’s Active/validity dates.