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 Workspace, select Organization.
Add, rename and delete business units as required.
Click Add New Business Unit under Business Units.
Enter in your business unit name.
Click Add Business Unit to save your changes.
After you save, confirm that the business unit was added as a new entry in alphabetical order..
Hover over the business unit you want to rename.
When the appears, click on it and select Edit Details to rename the business unit.
Click Save to apply your changes.
In order to delete a business unit, there must be no models attached to that unit.
Hover over the business unit you want to delete.
When the appears, click on it and select Delete Business Unit 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 Workspace, select Organization.
Add or and delete use cases as required.
Click Add New Use Case under Use Cases.
Enter in the title and select a category for your use case.
Click Add Use Case to save your changes.
After you save, confirm that the use case was added as a new entry in alphabetical order.
In order to delete a use case, there must be no models associated with it.
Hover over the use case you want to delete.
When the appears, click on it.
If you are sure you want to remove the use case, click Delete Use Case 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.