Configure business rules for SOA generation
Define score ranges that map to each investor type
Defensive
Very low risk tolerance, short timeframe (0-4 years)
Conservative
Low risk tolerance, medium timeframe (3-5 years+)
Balanced
Moderate risk tolerance, medium-term horizon (5 years+)
Balanced Growth
Moderate-to-high risk tolerance, long-term horizon (7 years+)
Growth
High risk tolerance, very long-term horizon (15 years+)
Aggressive Growth
Very high risk tolerance, very long-term horizon (15 years+)
Risk scores range from 5 (lowest) to 50 (highest). Ensure ranges don't overlap.
| Investor Type | Min Score | Max Score | Description |
|---|---|---|---|
| Defensive | Very low risk tolerance, short timeframe (0-4 years) | ||
| Conservative | Low risk tolerance, medium timeframe (3-5 years+) | ||
| Balanced | Moderate risk tolerance, medium-term horizon (5 years+) | ||
| Balanced Growth | Moderate-to-high risk tolerance, long-term horizon (7 years+) | ||
| Growth | High risk tolerance, very long-term horizon (15 years+) | ||
| Aggressive Growth | Very high risk tolerance, very long-term horizon (15 years+) |
Risk scores range from 5 (lowest) to 50 (highest). Ensure ranges don't overlap.