Support Portal

Logging into the platform 5

• How to log in to the EFI Platform
• 2-Step Verification with an Authenticator App
• 2-Step Verification via SMS or Voice Call
• Wrong or expired code
• Technical requirements

Dashboard 1

• Dashboard

My Report 8

• Your Ratings Report
• Theme scores
• Assessment
• Risk theme graph
• Data completeness

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Data submission 4

• Data Submission
• Uploading files onto the platform
• Status "Completed" to submit the files
• Viewing all submitted files

Counterparties 8

• Managing Counterparties
• Add new counterparty/counterparty already in EFI
• Add new counterparty - nominate a new counterparty
• Viewing counterparty nomination status
• Viewing Counterparty’s reports

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Risk benchmarking 4

• Risk Benchmarking
• Risk Benchmarking with custom columns
• Using graphic controls
• Distribution metrics

Managing user and permissions 7

• Adding new user
• User Management
• Available permissions
• Counterparty segment administration
• Report sharing for institution administrators

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Elucidate live website status 1

• Elucidate live website status