Editing or renaming a risk model

Last updated: November 4, 2026

Once you have created a risk model, there are a number of changes you can make to it. You can:

  • Edit the categories, risk thresholds and category weightings applied to the model.

  • Change the model's name.

It’s not possible to directly edit a model’s attributes: you’ll need to duplicate an existing model, change the relevant features, and publish it with a new name.

A risk model you create becomes the default for its customer type when you publish it. Editing a risk model keeps its status and default setting, and activating a previous risk model does not make it the default. All new risk scores will be calculated using this model. An existing customer’s risk score will also be recalculated based on this risk model the next time a case for this customer is closed.

 

Editing a risk model

Editing a risk model creates a duplicate model, to which you can apply updated categories, thresholds, or weightings.

  1. Go to the risk models page by clicking the Settings cog. The default page in Settings is Risk models. This page shows all the risk models in your account, ordered by the created date.

  2. Find the risk model you want to edit in the list and click on the three dots.

  3. Choose Edit.

    Risk models list in Settings with the actions menu open on a risk model, showing the Edit and Rename options
  4. Click Edit in the pop-up.

Edit risk model pop-up explaining that a new draft version will be created, with Cancel and Edit buttons

  1. The Categories screen opens to display the categories and attributes taken from the previous risk model. You can edit these as required. For more information on how to do this, see Adding category attributes and Setting category thresholds.

Risk model editor on the Categories step, Basic information tab, with attribute scores and category level thresholds
  1. You can also rename the risk model if you want b y clicking the pencil button on the top left of the page.

Risk model editor with the pencil button highlighted next to the model name in the top leftRename risk model pop-up with the current name in the Name field and the Cancel and Rename buttons
  1. When you're ready, click Next to move to the Overall screen for Changing the category weightings, and Setting overall risk level thresholds.

Risk model editor on the Categories step with the Next button highlighted in the top right
  1. When you've finished making changes, click save in the top right.

Risk model editor on the Overall step with level thresholds and category weighting, and the Save button highlighted
  1. Click save.

Edit risk model pop-up confirming the model will be saved as a draft to promote later, with Cancel and Save buttons
  1. Your draft will now be saved and you can promote it anytime you want form the Risk Models drafts section.

Draft risk model page with Status Draft and the Actions menu open, showing Edit, Rename, Promote draft and Delete draft

Renaming a risk model 

You can give your risk model a new name, for example to make it more descriptive or easier to understand.

  1. Find the risk model you want to rename in the list.

  2. Click the three dots on the right.

  3. Choose Rename.

    Drafts tab of Risk models with the actions menu open on a draft model, showing the Edit and Rename options
  4. Enter the new name for the model.

    Rename risk model pop-up with the Name field for the new model name and the Cancel and Rename buttons
  5. Click Rename.

  6. The new name is shown in the risk models list.

Drafts tab of Risk models listing the draft models with their name, status, customer type and last update