Manage risk tier templates

Create, publish, version, duplicate, and archive the risk tier templates that define your classification methodology.
Published

July 31, 2026

Risk tier templates define the methodology your organization uses to classify records into risk tiers. This page covers creating a template, defining its risk tier levels, publishing it, and managing its lifecycle.

For configuring the scoring levels, risk factors, components, thresholds, and override rules that determine how a tier is calculated, see Configure risk tier calculation.

Prerequisites

  • Active ​ValidMind login
  • Governance Admin or Validator role with manage_risk_tier_template permission
  • At least one primary record type configured in your inventory

Access risk tier templates

Navigate to Settings → Governance → Risk Tier Templates. The page lists all templates in your organization across all lifecycle statuses. Use the status filter to view Draft, Active, or Archived templates separately.

Create a template

  1. Click Add Risk Tier Template.
  2. Enter a Name. Template names must be unique across the entire system — no two templates, even across different version lineages, can share the same name.
  3. Enter an optional Description.
  4. Select one or more Record Types the template applies to. A separate active template can exist for each record type, allowing your organization to use different risk methodologies for models, agents, or other inventory types.
  5. Optionally link one or more Regulations that this template’s methodology is designed to support. Regulation links can be added or removed at any time while the template is in Draft.
  6. Click Save. The template is created in Draft status.

Select a tier calculation method

On the template detail page, select the Tier Calculation Method:

  • Scorecard — factor scores are summed into a total that falls into a threshold band mapped to a tier. Factor weights can optionally be configured in the Risk Factors section.
  • Risk Matrix — each factor is independently classified into a discrete risk level, and the combination of all factor levels is looked up in a matrix to determine the final tier.

Once selected, configure the scoring logic for your chosen method. See Configure risk tier calculation.

Define risk tier levels

Risk tier levels are the possible classification outcomes the template can produce — for example: Low, Medium, High, Critical.

  1. Open the draft template and go to the Risk Tiers section.
  2. Click Add Risk Tier.
  3. Enter a Name, an optional Description, and choose a Color to visually distinguish the level across the platform.
  4. Drag and drop to reorder — highest risk at the top, lowest at the bottom.
  5. Repeat for each tier your methodology requires.

Removing a tier level after thresholds, matrix assignments, or override rules have been set will blank the affected entries and block publishing until they are reassigned.

Publish a template

Before publishing, the system validates that the template is complete. See the publish readiness checklist in Configure risk tier calculation for the full list of requirements.

To publish:

  1. Open the draft template and click Publish.
  2. Review the confirmation — the template will be assigned the next version number (v1, v2, …).
  3. Confirm. The template moves to Active and any previously active version for the same record type is automatically Archived.

Published templates are immutable. To make changes, create a new version.

Create a new version

Use a new version to update a published template without disrupting in-progress assessments.

  1. Open the active template and click New Version.
  2. A new Draft is created as a complete copy of the active template, including all scoring configuration and override rules. If a draft already exists, clicking New Version returns the existing draft rather than creating a duplicate.
  3. Edit the draft as needed and publish.

Active assessments linked to the previous version are not affected. Draft assessments linked to the previous version are flagged as stale and must be migrated before they can be published. See Manage risk tier assessments.

Duplicate a template

Duplicating creates an independent copy of an existing template as a new Draft, starting a separate version lineage under a new name.

  1. From the template list, open the row menu (⋯) on any Active or Archived template.
  2. Select Duplicate Template. A new Draft is created with a full copy of the template’s configuration.
  3. Open the draft, rename it, and edit as needed.
  4. Publish when ready.

If published without renaming, the duplicate joins the same version lineage as the source template.

Archive a template

  1. Open the active template and click Archive.
  2. Confirm. The template moves to Archived.

Archiving leaves the record type without an active template — new assessments cannot be created until a new template is published. Archived templates are read-only and cannot be directly reactivated.

Restore an archived version

  1. Open the archived template and click Restore this version.
  2. A new Draft is created pre-populated with the archived version’s configuration.
  3. Review, adjust if needed, and publish.

Restoring does not reactivate the archived version — it always creates a new Draft, preserving the append-only version history.

Delete a draft template

  1. Open the draft template and click Delete.
  2. Confirm. The template and all its configuration are permanently removed.

Only Draft templates can be deleted. Active and Archived templates are permanent audit artifacts and cannot be deleted.

View version history

Every template’s detail page shows its full version history — all published versions with their version numbers, publication dates, and current status. Archived versions remain readable at any time for audit purposes and can be restored as described above.

What’s next