Plural II SCSp - Admin Panel

Plural Risk App

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Risk Profile Risk Register Monitoring Hub Data Hub Admin

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Impact Analytics

Recent changes to settings may affect existing risk classifications. Note: This analysis applies globally to all entities/funds.

Check for Impact Scan risks across the entire system to see if definitions need updating.

Analyzing...

Scanning all risks across all entities...

Analysis Complete 0 risks will be updated.

Access Control

User Management

Manage administrators and members who can access PluralRiskApp.

Team Directory

Grant access, adjust permissions, and keep account administration tidy.

Display Name	Email	Role	Actions

Structure

Entity Management

Maintain the funds and management companies that scope the rest of the platform.

Entity Directory

Keep naming, type definitions, and operational scopes clean across the app shell.

Full Name	Short Name	Type	Actions

Entity Operations

Data Management

Manage connectors, imports, and exports for the selected entity.

Entity Retrieval

Connectors

Connect document folders and keep approvals tidy for the selected entity.

Add or update connector

Open this panel only when you need to add or update a connector.

Usually takes about a minute

We look up the library details for you and only ask for a Microsoft approver if SharePoint access is missing.

Paste the folder link

Start with the SharePoint or OneDrive folder you want PluralRiskApp to watch.

SharePoint or OneDrive Link You can paste a folder link, library link, or a document link from inside the folder you want to monitor.

No link checked yet

Paste a link and choose Check Link. We will preview the source before anything is saved.

Name this source

Pick a label your team will recognize later in Monitoring Hub and Data Hub.

Source Name Example: Quarterly Reports, Board Packs, ESG Policies.

How this works

Matching PDF documents are indexed and securely processed by PluralRiskApp's AI service so the app can identify reporting periods, document type, and retrieval metadata.

Finish setup

Choose how PluralRiskApp should keep this source up to date. If Microsoft approval is needed, add the person who can approve it.

SharePoint Admin Email Use the person who can approve new SharePoint app access for this folder or site.

Automatic updates When enabled, new or updated documents can trigger a background refresh automatically.

Advanced settings

Most admins will never need this section. It is here for support users or edge cases.

Show advanced technical settings

Provider PluralRiskApp usually fills this in after checking the link.

Folder Path Override Only use this if support asked you to override the detected folder path.

Site ID

Drive ID

List ID

SharePoint Approval Requests

Track who still needs to approve access, copy the secure link again, or resend the request without rebuilding the source.

No approval requests yet

When a SharePoint admin needs to approve access, the request will appear here.

No document sources yet

Connect a SharePoint or OneDrive folder to start indexing internal documents for automated sourcing.

Import Risk Definition (JSON)

Paste a valid risk definition JSON object to create a new risk.

Risk Definition JSON

KRI Data Ingestion (CSV)

Upload a CSV file with the latest KRI values (Cols: risk_id, kri_name, value, date).

Drag & drop CSV or browse

Export Risk Register

Download risk definitions for backup or external reporting.

Data Exports (JSON)

Raw data collections for analysis.

KRIs

All definitions.

Limits

All definitions.

Data Items

Catalog items.

Entity Retrieval

Knowledge Governance

Review compiler routing, monitor failed knowledge-base automation, and manage retrieval overrides for the selected entity.

Full-width review workspace

Knowledge Retrieval Governance

Review how the compiler classified internal data inputs, re-evaluate sourcing for the selected entity, and override exceptions when business judgment should win.

Compiler defaults Entity scoped review Per-item overrides

Active Items -- Load an entity to inspect current Data Hub inputs.

Knowledge Base -- Items currently set to retrieve from internal documents.

Overrides -- Manual exceptions applied after compilation.

Review Candidates -- KB-tagged items with failed automation that may need attention.

Review Candidates

These items are currently on the Knowledge Base path but have recent failed automation tasks. Use this list to switch stubborn cases to Human Task or force a KB override explicitly.

Select an entity to review failed knowledge-based fetches.

Override Retrieval Mode

Search active data items for the current entity and set exceptions without waiting for a full recompilation.

Search data items

Select an entity to inspect compiler defaults and override retrieval mode where needed.

System-Wide Settings

Residual Risk Appetite Threshold The residual risk score above which a warning banner is shown.

Automated Classification Engine

Manage the core logic that automatically classifies risks. Rules are evaluated top-down by priority. The first rule that matches a risk will be applied.

Important: These rules only run for risks that qualify as "Horizon Risk" risks.

Loading classification rules...

Risk Validation Rules

Manage the dynamic requirements for KRIs and Limits in the Risk Wizard. Drag to reorder.

Risk Family Tag Management

Manage the list of user-created tags. Rename, merge, delete, or drag to reorder.

Loading tags...

Proximity Cadence Policy

Map a risk's proximity score to the policy cadence used for risk review and the default KRI update frequency.

Feature Toggles

Enable Watchlist Category

When enabled, the "Watchlist" classification is available and rules can be configured to use it. When disabled, the category is hidden across the app, and any rules that would have promoted a risk to Watchlist will be ignored.

Classification Thresholds

Define the core numerical triggers for risk classification.

Horizon Risk Score (≥)

Horizon Risk Impact (≥)

Current Risk Proximity (≥)

Watchlist Proximity (≥)

Exposure: Insignificant (≤)

Exposure: Low (≤)

Exposure: Moderate (≤)

Exposure: High (≤)

Risk Scales

Manage the labels and descriptions for scoring matrices.

Categorical Lists (Enums)

Manage the options available in dropdown menus across the application. Drag to reorder.

Reporting Governance

Define global defaults for data collection deadlines.

Default Reporting Deadline (+ Days) The default number of days after a period ends (e.g., Quarter End) before a value is considered overdue.

System Health Audit

Run a comprehensive suite of health checks to identify data inconsistencies, broken links, and other potential issues within the KRI, Limit, and Data Hub systems.

Guided Entity Repair

Run the safe, entity-scoped repair sequence automatically: audit, consolidate, sync item state, republish follow-up jobs, heal bindings, and reconcile tasks. This flow does not delete orphaned items or trigger LLM recompilation.

No guided repair workflow is active for the selected entity.

Click "Run Audit" to generate the system health report.

Orphaned Data Item Cleanup

This action finds and permanently deletes `data_items` that are no longer referenced by any KRI or Limit. This is useful for cleaning up the database after risks, KRIs, or Limits have been deleted.

Warning: This action is irreversible. It is recommended to run a System Audit first to see how many orphaned items will be affected.

System Migration & Healing

Repair data integrity or perform one-time migrations. Always run a System Audit first.

Phase 5: Multi-Entity Migration

Run Multi-Entity Data Migration Creates first entity and assigns data. Backup DB first.

Phase 1: Preparatory Schema Backfills

1.1 Core Fields Shadow, timestamps, merged status.

1.1b Units & Signatures Infer units and generate dedup tokens.

1.2 Consumer Risk IDs Index risks consuming data items.

1.3 Next Reporting Dates Initialize frequency calculations.

Phase 2: Data Repair & Healing

2.0 V3 Data Alignment Align frequency and due basis fields.

2.1 Heal Bindings Re-synchronize risks with Data Hub.

2.2 Cleanup Dangling Reqs Remove requirements from deleted risks.

2.3 Sync Data Item State Promote or merge item docs to match catalog redirects.

Phase 3: Advanced & One-Offs

3.1 Consolidate Duplicates Merge catalog items via LLM.

Legacy KRI Migration Compile legacy KRIs (Costly).

Legacy Limit Migration Create data items for limits (Costly).

Migrate Helpers Convert Helper KRIs to Limits.

Recompile All Force LLM re-check of all metrics.

Cleanup & Recovery Tools

Republish Jobs Retry background re-binding.

Cleanup Tasks Remove orphaned/merged tasks.

Reconcile Tasks Cancel invalid/zombie tasks (e.g., pre-start date).

Clear Values Wipe all hypothetical data points.

Data Item Merge Review

Review, approve, or reject medium-confidence merge suggestions generated by the nightly deduplication job.

Confidence	Item A	Item B	LLM Rationale	Actions

Loading review queue...

Edit User

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Email Address The user's email address cannot be changed.

First Name

Last Name

Display Name Used for @mentions. Should be First + Last Name.

Role

Add New User

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Email Address

Temporary Password The user will be prompted to change this on first login (coming soon). Please communicate this password securely.

First Name

Last Name

Role

Edit Category Icon

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Drag & drop SVG file

or browse

Paste full <svg...> code here

Live Preview

Add New Entity

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Full Name

Short Name

Type

Add New Validation Rule

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Rule Details

Rule Name

Priority Higher numbers run first. Use 100 for standard rules.

Description

Behavior

When should this validation rule be active? This allows you to create rules that only apply when the Watchlist feature is enabled or disabled globally.

Conditions

This rule will apply if ALL of the following conditions are met.

Requirements

If the conditions are met, enforce the following minimums.

Minimum KRIs

Minimum Soft Limits

Minimum Leading KRIs

User-Facing Text

Requirement Text

Add New Classification Rule

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Rule Details

Rule Name

Priority Higher numbers run first. The first matching rule is applied.

Description

Note: Classification rules are only evaluated for risks that have passed the "Horizon Gate" (i.e., `horizon_key` is true).

Conditions (WHEN)

This rule will apply if ALL of the following conditions are met.

Condition Type

Parameters

Action (THEN)

If conditions are met, set the risk's classification to:

Set as Current Risk

Set as Watchlist

Behavior

When should this rule be active?

Rename Tag

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You are renaming the tag:

New Tag Name

Merge Tags

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All selected tags will be merged into: . This will update all associated risks. This action cannot be undone.

Select tags to merge Use Ctrl/Cmd + Click to select multiple tags.