Managing CRA templates

Learn how to upload and manage CRA templates used for automated risk assessment during client onboarding in Trustform.

Upload CRA Templates

To upload CRA templates, follow these steps:

1

Go to CRA Settings

Click your user name in the top-right corner of the dashboard and select CRA Settings.

2

Upload CRA templates

Click Upload and add separate CRA templates for each client type you work with (for example, Individual, Corporate, Trust, Partnership).

Ensure each template follows Trustform’s required format.

3

Manage uploaded templates

Once uploaded, templates appear in the table under the Template column and are applied automatically during client onboarding. You can delete any template and upload a new one at any time.

Notes

Previous versions of CRA templates used in calculations can be viewed in the Applicant → Customer Risk Assessment section – where you can see which template was applied for a specific calculation.