Administrator Fundamentals — Module 2 of 4
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“As an administrator who has set up our organization’s foundational units and granted users granulated access to the ValidMind Platform, I want to configure our model inventory and customize our reusable resources.”
This second module is part of a four-part series:
Administrator Fundamentals
First, let’s make sure you can log in to ValidMind.
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To continue, you need to have been onboarded onto ValidMind Academy with the Customer Admin role and completed the first module of this course:
Be sure to return to this page afterwards.
Welcome to the Inventory
Use the model inventory to track comprehensive details for all your models throughout the model lifecycle. The model inventory is customizable and extensible, with a layout that can be configured to suit your needs.
Typically, your development team will independently register models in your model inventory.
For this training course, you’ll register a dummy model via the Register Model modal to familiarize you with the ValidMind Platform interface and the model details page.
Let’s register a model together on the next page.
View model details
Once you’ve registered your model:
When you’re done, click to learn how to customize your model inventory.
Create and edit the fields that appear on all models in your model inventory. Choose from an array of field types with different properties and use cases.
In the left sidebar, click Settings.
Under Models, select Model Inventory Fields. Here you can edit existing inventory fields, or add a new one:
Fields require a type, a name, and a description.
When you are satisfied with the setup of your field, click Save.
true
/false
value set by a toggle.
yyyy-mm-dd
format.yyyy-mm-dd, 24hr
format.user@domain.com
) format.
Define a formula(params)
function that automatically calculates and returns a value based on the params dictionary, which includes selected custom field keys retrieved from your other inventory model fields.
Manage model stakeholder types
Try it live on the next page.
Please note that the stock Model Developer, Model Owner, and Model Validator stakeholder types are required by default for all models, and as such cannot be cannot be modified.
Model stakeholders determine specific responsibilities and access levels for model review and approval processes for each model in your model inventory, such as read or edit access to model inventory fields.
Each model stakeholder also belongs to user groups which determine which models they can see, and have user roles with attached role permissions which define the level of access they have to overarching ValidMind Platform features.
In the left sidebar, click Settings.
Under Models, select Model Stakeholder Types.
Click Add New Stakeholder Type.
Enter the unique name and description for the stakeholder type.
Once you click Add Type, you can proceed with managing the model inventory field permissions associated with that type.
Click on the stakeholder type whose permissions you want to change.
On the Permissions tab, you can:
Select Edit Permissions to modify inventory field permissions to or from that type.
Toggle specific permissions for that stakeholder type by checking or unchecking the boxes next to the permission.
Click Save Permissions to apply your changes.
Modify stakeholder field permissions
Use ValidMind’s versioned documentation templates to ensure consistent and comprehensive model documentation, validation reports, and ongoing monitoring reports across all your models.
In the left sidebar, click Settings.
Under Documents, select Templates.
Select one of the following template types from the tabs:
Click on one of the available templates.
To duplicate an existing template and start with version one of that new template:
In the left sidebar, click Settings.
Under Documents, select Templates.
Select one of the tabs for the type of template you want to duplicate:
Click on the template to duplicate and on the template details page, select Duplicate Template.
In the Duplicate Template modal that opens, give your copy a template name and a template description.
Click Duplicate Template to create a copy of your template.
Once duplicated, customize your new template to your needs, making it available for use with model documentation, validation reports, or ongoing monitoring reports.
Duplicate a template
Customize ValidMind’s templates for model documentation, validation reports, and ongoing monitoring reports to fit your specific case-by-case needs, such as type or complexity of model or model use case.
In the left sidebar, click Settings.
Under Documents, select Templates.
Select one of the tabs for the type of template you want to edit:
Click the template to edit and on the template details page, select Edit Outline.
In outline editing mode, you can:
When you’re done, click Create New Version to view a side-by-side comparison of your changes with the previous version:
Once saved, your new template version becomes available for use.
Customize a template
Manage text block library
Try it live on the next page.
By default, only the
Customer Admin role is able to add, edit, or delete shared text blocks.
Private blocks can be modified by any user role and are unique to that user.
Build a library of reusable text blocks to insert into your model documentation, validation reports, and ongoing monitoring reports. Reusable text blocks can be private, visible only to the user, or shared, accessible across your organization.
To create a new text block via the block library:
In the left sidebar, click Settings.
Under Documents, select Block Library.
Click Add Block and enter:
Select a sharing option:
Click Add Block to save your text block.
To make a copy of an existing text block in your block library:
In the left sidebar, click Settings.
Under Documents, select Block Library.
To the right of the text block you want to edit, click and select Duplicate Text Block.
Make your desired changes to the following fields:
Click Duplicate Block to save the copy of your text block.
Duplicate a text block for private use
Customizing your model inventory
In this second module, you learned how to:
Continue your platform administration journey with:
ValidMind for Model Risk Management
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