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Use the Industry Editor
You can modify the default industry groups shown in the Risk by Industry report using the Industry Editor. The editor allows you to assign an underlying to a different group, assign the underlying to multiple industry groups, and create new industry sectors, groups and sub-groups.
To use the Industry Editor
- From the Risk Navigator Edit menu select Edit industry groups. The Sector, Group and Subgroup fields become editable when you click in them.
An asterisk appears next to any underlying whose sector, group or subgroup have been edited.
To assign an underlying to a different sector, group or subgroup
- Click the appropriate field in the underlying row and select a different entry.
To add the underlying to multiple groups
- Use the Industry Editor Edit menu to select New Entry for Underlying. A second line is created for the underlying.
- Click the appropriate field to display the dropdown list and select a different entry. You now have two lines for the underlying with two different industry selections.
To add a new industry
- Select an underlying, and use the Industry Editor Edit menu to select New Entry for Underlying.
- Enter the name of the new industry in the blank field. You now have two different lines for the underlying with two different industry selections.
- To remove the original, right-click the row and select Remove Row.
You must also enter anew Group and Subgroup for the new industry. This new entry will now be available in the selection list for all underlyings.
