Billing Module in Risk Assessment Application

User Guide: Billing Module in Risk Assessment Application

Welcome to the Billing Module of our Risk Assessment application! This feature allows users to change anything on the application. This guide will walk you through the functionality and capabilities of the Settings module in detail.

1. Overview of Billing Settings Module:

Here’s a high‑level overview of a Billing Settings module in a Risk Assessment SaaS product—explaining its typical purpose, features, and best practices. While details vary by product, these are industry-standard capabilities:

1. Language Options for Settings module

Upon selecting a language in the Risk Assessment application, the Settings module should display its content in the chosen language.

1. Billing Sub Module questionnaires
2. How to open Billing module?

Settings module accessed from below navigation

• Navigate to Main Menu
• Select settings module
• When user click on settings module billing module should be displayed on the page.

1. What is billing page in settings module Risk Assessment product?

The billing page typically refers to a section of the product's user interface where customers can manage their subscription, active risk user licenses, active facility risk assessments, and third-party license details In billing page user can see below details:

• Subscription Expire Date: The subscription expiry date indicates the period during which the customer is licensed to use the application.
• If a user attempts to access the application after the subscription expiry date, they will not be able to log in.
• To regain access, the user must renew the subscription. Once renewed, the user can access the application based on the terms outlined in the new quotation.
• Contact Sales: If the user needs further information about user licenses, facility assessment licenses, or third-party data licenses, they can click the 'Contact Sales' button.
• Get Quote: The Get Quote button allows users to request an updated pricing proposal for the product. On the Settings → Billing page, it typically:

1. Gathers current subscription details — such as active user licenses, facility risk assessments, and third-party data licenses.
2. Opens a request form (embedded or via link), where users can specify changes like increasing license counts or adjusting subscription terms.
3. Sends the request to the sales or billing team.
4. Generates a customized quotation email or document detailing updated pricing and terms.

• Active Risk User licenses: The 'Active Risk User Licenses' section provides details on the total number of licenses purchased and how many are actively in use.
• A license is consumed only when a new user is created through the bulk upload process.
• A license is released only when a user is deleted via the bulk upload process.
• Active Facility Risk Assessments:
• In Secure Watch, Active Facility Risk Assessments refer to the number of facility-specific assessments currently active (or consumed) versus how many have been purchased under your subscription plan.
• In active Risk assessment facility licenses basically describe about how many facilities customer wants those many facilities he can purchase for the application.
• In this active Risk facility assessment it will describe about how many assessment facility he purchased & consumed.
• When user creating new assessment active facility assessment license should be consumed.
• When user using same facility for creating new assessment then no license should be consumed.
• When user delete created assessment then active facility assessment license should be consumed back.
• When user creates assessment with facility then Risk facility assessment license should be consumed.
• When user delete created assessment from Bulk upload sheet then active facility assessment license should be consumed back.
• Third Party Data & Licenses: In a Risk Assessment product, Cap Index, Security Gauge, and World Aware are third-party data providers integrated into the platform to enhance automated facility risk scoring. These providers offer external intelligence that helps organizations evaluate risks based on real-world threats and conditions at specific locations.
• Cap Index: Cap Index is a third-party crime risk analytics provider integrated into Risk Assessment products to help organizations assess the security risk of a facility’s location based on real-world crime data.
• When a facility is created or assessed. The system can pull data from Cap Index based on the facility's address. The crime risk data is factored into the overall facility risk score. A credit is consumed only when the Cap Index data is fetched.
• The Cap Index and Credits Available section in your billing settings is a usage-tracking interface—detailing how many third-party data requests you've made, how many credits each consumed, and what remains. It helps manage consumption, enforce quotas, and avoid unexpected billing overruns.
• If you can expand the grid and capture the column names or event rows, I can help interpret specific log fields or recommend actions more precisely.
• Purpose of Cap index in Risk Assessment:
• To provide location-based crime risk scores during facility creation or evaluation.
• To enhance automated risk scoring by incorporating external crime statistics.
• To support security planning, resource allocation, and risk mitigation.
• Security Gauge: Based on the platform documentation for Secure Watch / Risk Watch:
• Security Gauge is a third-party provider integrated into the platform to supply crime and security risk data specific to facility locations in the U.S. and Canada.
• Other supported providers include Cap Index and Global Incidents, which, along with Security Gauge, deliver verified third-party risk data to populate and enrich assessments
• These data feeds help automate the determination of likelihood of incidents based on geographic and criminal data around your facility.
• Purpose of Security Gauge in Risk Assessment:
• To provide security threat intelligence for facilities based on their geographic location (especially in high-risk regions or countries).
• To support automated facility risk scoring with up-to-date, real-world risk indicators.
• World Aware: t looks like you're viewing the “World Aware” entry in the Third Party Data Credits → Cap Index grid in the Secure Watch billing section, which tracks usage of third-party data services. Based on the pattern with Security Gauge, here's how to interpret it:
• Purpose of Security Gauge in Risk Assessment:
• World Aware is another integrated third-party data provider, like SecurityGauge.
• It typically offers global incident, geopolitical, or travel risk intelligence tied to specific facility locations.
• Each request to World Aware consumes data credits sourced from your subscription plan.
• To provide a holistic view of global threats across various categories—such as natural disasters, health emergencies, and political risks.
• To augment facility assessments with real-world intelligence and alerts.
• To support organizations in making informed decisions about site safety, continuity planning, and operational risk.
• The number of available credits and the number of credits requested by the user are tracked under the 'Third-Party Data' section.
• Credits are only consumed when the data is fetched, not simply when a facility using third-party data is created."