Edit owner-specific criteria of the investment profile

You can edit the owner-specific criteria of an investment profile directly via the context menu of an owner in the Explorer.
To do this, proceed as follows:

1. If necessary, first search for the corresponding owner in Explorer.
2. Then select the command INHOLDER, EDIT CREATION PROFILE (SERVICE) in the owner's context menu.
   

   

3. In the "Enter investment profile" dialog box that appears, change the desired values for the criteria "Loss-bearing capacity", "Distribution channel" and/or "Customer category" and save your selection by clicking "OK".
   The changed data is saved in the profiling service.