Set up your organization
This task involves managing organizations within ValidMind, allowing for effective business unit control.
Prerequisites
Manage business units
A business unit is a distinct segment within your organization that focuses on a specific function, product, or market, operating semi-independently while aligning with the overall organizational goals.
In the left sidebar, click Settings.
Under Workplace Settings, select Organization.
Add, edit and delete business units as required.
Add business units
Type the new business unit name in the dialog box under Business Units.
Click Add to confirm.
After you confirm, the business unit will be added as a new entry in alphabetical order.
Edit business units
Hover over the business unit to rename or delete the unit:
- Click to rename the business unit. Click to save your changes.
- Click to remove the business unit.
In order to delete a business unit, there must be no models attached to that unit.
Manage use cases
A use case is a specific application of analytics and management techniques within an organization, such as attrition management, call routing, and regulatory compliance processes like BSA/AML, CCAR, and CECL.
In the left sidebar, click Settings.
Under Workplace Settings, select Organization.
Add or and delete use cases as required.
Add use cases
Click Add under Use Cases.
Fill in the use case title and category and click Add Use Case to confirm.
After you confirm, the use case will be added as a new entry in alphabetical order.
Remove use cases
In order to delete a use case, there must be no models associated with it.
Hover over the use case until the appears.
If you are sure you want to remove the use case, click to delete it.
Manage risk areas
A risk area is a specific domain within an organization that requires monitoring and management to ensure factors like data quality, model performance, and regulatory compliance are addressed effectively.