How to configure risk profile pie charts

Step 1. Prepare the risk profile pie charts images and upload images to Xmerge Library.

        Step 1.1:  Create a pie chart image for each of the risk profile - the size of the image must be ~500px in width

        Step 1.2: Upload the image to Document Library. Images can be uploaded anywhere or alternatively attached to the note: Planfocus>Advice Composer>Resources (Attachments tab)

Step 2. Search and open user group which you want to update the risk profile pie charts for.

Step 3. Navigate to Blueprint-Advice Config > Risk Profile Settings screen and scroll to the bottom of the screen.

Step 4. Enter risk profile name. It must be an exact match with the risk profile name defined in Assumption Sets.

Step 5. Click the Insert Image icon

Step 6. In the popup window click Browse Server and Navigate to where the image is stored, select the image and click Ok

The image gets inserted. 

Step 7. Tick Yes next to Override AA Table if you have also inserted a manual asset allocation table along with the pie chart. This will prevent the table to automatically come through in the SOA and will avoid duplication. 

Step 8. Click the Add button for the record to be added. 

Proceed with Step 4 to add further risk profile pie charts.