📌 Applies to: TrustLayer users managing compliance requirements (Admins, Brokers, Risk Managers)
📌 Issue/Question: How do I review, edit, or create a compliance profile in TrustLayer?
1. Quick Answer
✔️ You can review, edit, or create a compliance profile by navigating to Workspace Settings > Compliance Profiles and using the available templates or building one from scratch.
2. Step-by-Step Instructions
1️⃣ Step 1: Access Compliance Profiles
Go to System Settings, click the dropdown, select Workspace Settings, then choose Compliance Profiles.
2️⃣ Step 2: Review or Edit an Existing Profile
Click on the name of a profile or the three dots next to it. From here, you can:
Add or remove requirements using the dropdown menus.
Select pre-built or custom requirements.
Edit limits or coverage details as needed.
3️⃣ Step 3: Add Modules or Create a New Profile
To keep documentation types separate, click New Compliance Profile. Disable unneeded fields and select only the modules relevant to the new profile (e.g., contracts, W-9s).
4️⃣ Step 4: Customize Requirements
For each requirement:
Use drop-downs to adjust settings.
Select "Physical" for items that require attachments.
Use checkboxes where AI extraction applies, such as "Additional Insured."
5️⃣ Step 5: Optimize for Risk Tiers
Duplicate a profile to create tiered versions (e.g., low, medium, high risk). Click the three dots next to a profile > Duplicate, rename it, and edit as needed.
3. Troubleshooting & FAQs
💡 Common Issue 1: Not sure which requirements to include?
→ Solution: Involve your insurance broker. They can guide you based on risk exposure and business needs.
💡 Common Issue 2: Too many waived items in submitted documents?
→ Solution: Review your profiles and remove "nice-to-have" items that aren’t consistently provided. Consider only including true "must-haves."
💡 Common Issue 3: Unclear where AI extraction applies?
→ Solution: Use checkbox-based requirements for structured data (like “Additional Insured”) and physical uploads for custom documents.
4. Additional Resources
📚 Related Articles:
💬 Still Need Help?
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