Configure RFI
As an analyst, you can configure the Request for Information (RFI) settings for members.
Before you Start
Ensure you have View and Update permissions for Configurations
Steps
To configure RFI-related settings, follow these steps:
Sign in to the Analyst Portal.
Go to Administration > Configuration.
Go to the following sections, and click Edit:
Features: Turn on the Request for Information toggle to enable this feature in the Member Portal. Enabling this option also enables the Request for Information system category in Administration > Settings > Core Settings > Category in the Analyst Portal. This category is used while creating alerts from RFI submissions.
Member Submission:
Display Disclaimer on RFI Form?: Turn on the toggle to enable or disable the disclaimer on the request for information (RFI) form. Members can view this disclaimer while submitting RFIs.
RFI Disclaimer: Enter a disclaimer which is displayed in the RFI form in the Member Portal. The default disclaimer is Please do not submit any personally identifiable information, including credit card or bank account information; social security, passport, or driver’s license number; date of birth; account PINs, passwords, or any other sensitive information in the report. This form should be used for requesting information that may be related to physical or cyber security. If it is life-threatening or emergency, close the app and call 911 or the emergency contact number of your country.
Directly Publish Alerts from RFI: Turn on the toggle to enable members to publish RFI as alerts without analyst review. Members can directly select recipients for the RFI alert. By default, this option is not enabled.
Display RFI Responder Details to Members: Turn on the toggle to enable the recipients of the RFI alert, as well as the RFI submitter, to view the details (name and email) of the RFI responders. By default, this option is not enabled.
Allow Members to Share RFI With: Specify the recipients of the RFI alert if members can directly publish alerts from an RFI. By default, it is set to Only Recipient Groups.
If you select Recipient Groups or Member's Organization, the member can either choose to publish the alert to recipient groups of their choice or the organization that they belong to. If you select Recipient Groups or All Organizations, the member can choose to publish the alert to recipient groups of their choice or all organizations in the instance.
Mobile App/ Web Portal:
Show RFI Responses to Other Members: Turn on the toggle to allow members to view RFI responses and comments from other members or analysts. By default, the toggle is turned off.
After making the required changes, click Update.
After configuring RFI settings, you can customize the fields displayed in the RFI form in the Member Portal through the Request for Information system category. For more information, see View System Alert Categories.