Technical Manual
Getting Started Guides
In-depth articles and tutorials for getting started.
Welcome to RiskShield AI! This guide will walk you through the process of creating your account and logging in for the first time.
Register Your Institution
Navigate to the registration page and fill out the required information for your financial institution. This includes your company name, contact details, and desired credentials.
Account Approval
After submission, our team will review your application. This typically takes 1-2 business days. You will receive an email notification once your account is approved.
First Login
Once approved, return to the login page and enter your registered email and password. You'll be redirected to your personalized dashboard.
The RiskShield AI dashboard is your central hub for all risk management activities. Here's a quick overview of its key sections.
Overview Section
Get a high-level summary of your risk posture, compliance score, and active assessments at a glance.
Assessments Module
View all your ongoing and completed risk assessments with detailed status tracking and filtering options.
Vendors Management
Manage your third-party vendor relationships, track compliance status, and monitor risk scores across your vendor portfolio.
Reports & Analytics
Generate and access various risk and compliance reports with customizable parameters and export options.
Notifications Center
Stay updated with real-time alerts and system messages about assessment status changes, vendor updates, and compliance deadlines.
Use the main navigation bar at the top to easily switch between different modules of the platform.
Ready to conduct your first risk assessment? Follow these steps to get started.
Choose Assessment Type
From the dashboard or the Risk Assessment page, select the type of assessment you wish to perform (e.g., Cybersecurity, Data Privacy, Infrastructure Security).
Select Your Method
Decide whether to complete the assessment manually by answering questions or use our AI-powered analysis by uploading relevant documents. The AI-powered method can save significant time while maintaining accuracy.
Complete and Review
If choosing manual entry, answer each question thoroughly with supporting evidence. If using AI-powered analysis, upload your documents and let the AI analyze them. The AI will provide suggested answers with supporting evidence extracted from your documents.
Final Approval
Review all answers and evidence carefully, make any necessary edits, and then approve and finalize the assessment. Your approval creates an audit trail showing your organization's active management of the risk.