Orion Risk Intelligence (ORI) - Custom Model Sharing
Background
This process is to demonstrate how to share a custom made model between users in Orion Risk Intelligence (formerly Hidden Levers). Custom models are used for creating proposals.
Process
1. The user who can currently see the custom model(s) should log into Orion Risk Intelligence. From the pancake stack menu click on Data Management.
2. Click the down arrow under the Type column and select Model
3. From the list of presented models, check off each model you wish to share.
4. On the upper left side of the window, click on Edit Sharing
5. In this next screen, make sure next to Share that it says Custom Sharing. Use the checkboxes under the Read and Edit columns to determine what kind of shared access you would like to give to each user. When satisfied, click on Save.
6. If you go back to Data Management and select Model under the Type column, you should see the person you are sharing the model with under the Shared To column.
7. Also, the user requesting the shared models should now be able to see them under their login. From their Orion Risk Intelligence Dashboard, select Model under the Type column in the Models/Portfolios section.
The shared model should now appear under Models/Portfolios.
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