Subscription Usage

Important: This feature is available to Level 1 users only.

The Subscription Usage page allows you to view a snapshot of your organization’s current usage against active Reputational Screenings, Financial Screening Subscriptions, and Ultimate Beneficial Ownership (UBO) Subscriptions, as well as Firm Conversion History. This provides the ability to see how many report types have been ordered and how many your organization has left.

Note: If no information displays on this page, to verify that your organization’s subscription purchases have been entered into RiskRate or to make any subscription changes, contact NAVEX Customer Support by submitting a request in the Community.

To access the Subscription Usage page:

From the Admin menu, click Subscription Usage.

The Subscription Usage page consists of the following tabs:

Tab	Description
Reputational Screening Usage	Shows Daily Screening (Monitoring) and Initial Screening options for Reputational reports only
Financial Screening Subscription Usage	Displays only if there are any active Financial Screening report definitions or completed/finalized Financial Screening reports on file. Shows Financial Screening subscription usage information.
UBO Subscription Usage	Displays only if there are any active UBO report definitions or completed/finalized UBO reports on file. Shows UBO subscription usage information.
Firm Conversion History	A history of converting from one Moody's firm to another. (Moody's is a global risk assessment firm that provides data, analytical solutions, and insights to provide informed decisions in doing business with others.)

The Reputational Screening, Financial Screening Subscription, and UBO Subscription Usage grids include, but are not limited to the following columns:

Column	Description
Purchase Type	Type of purchase: Daily Screening (Monitoring), Initial Screening, Financial Screening. or Ultimate Beneficial Ownership
Firm Description	Describes the Firm associated with this purchase. This column is only available in the Reputational Screening Usage tab.
Begin Date	Start of the purchase
End Date	End of the purchase
Quantity	Number of Screenings or Monitored Entities included in the purchase
Usage*	Current number of Screenings or Monitored Entities used by your organization that apply to this subscription purchase
Balance**	Number of Screenings or Monitored Entities remaining for this subscription purchase
Subscription Id	Identification number of the Subscription
Date Tenant Created	Date that the tenant was created

* The primary Level 1 admin entered into the RiskRate system, who is active, will receive usage alert notifications once the usage is less than or equal to 50. This is the default value and be configured to be a different threshold number. Additional recipients can be configured. Usage alerts will be sent every 3 days until the balance is increased or until the alerts are disabled. If you wish to update your configurations for these alerts, contact NAVEX Customer Support by submitting a request in the Community.

**Any values in red indicate that the subscription is depleted, and overage fees may apply.

The Firm Conversion History tab includes but is not limited to the following columns:

Column	Description
Date Initiated	Date the conversion was initiated
Status	Status of the conversion
From Firm Description	Firm identification that was converted from
To Firm Description	Firm identification that was converted to
Count of Third Parties Converted	Number of converted third parties
Count of Additional Entities Converted	Number of converted additional entities

Note: Some of the above columns do not display by default, and will need to be added from the Show/Hide Columns settings. See Customize a List Display for more information.