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Risk Assessments and Transaction Monitoring

   Resolving Risk Assessment Dimensions into Sub-Typology Exposure Profiles 


This paper proposes a structured method for resolving RA dimensions into sub-typology exposure profiles. The approach operates in two steps. First, each sub-typology is mapped to the RA dimension values through which it is enabled within the operating model. Second, per-dimension exposure profiles are calculated using RA-owned risk ratings and exposure proportions, producing a comparative view of exposure concentration without collapsing unlike dimensions into a single aggregate score.

Resolving_RA_Dimensions_into_Sub-Typology_Exposure_Profiles_v260308 (pdf)Download

Typological Risk Traceability

Mapping Typological Risk to Rules: A Foundational Transaction Monitoring Requirement

  

 This whitepaper describes an 8-layer Typological Risk Traceability Model to help Reporting Entities align their Transaction Monitoring (TM) controls with typological risk intelligence. It explores the operational impact of unclear risk signals, the distinction between rules and scenarios, and how structured traceability supports governance and explainability. With practical examples and architectural considerations, the model offers a foundation for building TM frameworks that are risk-aligned and regulator-ready—while recognising that true effectiveness also depends on robust feedback mechanisms. 

Whitepaper_Typological Risk Traceability_2025-06-26 (pdf)Download

TM Effectiveness — part 3

Quality frameworks, controls testing and validation

 Part 3 of my series  explores the critical role of quality frameworks, controls testing, and  independent model validation in ensuring TM effectiveness.   

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TM Effectiveness — part 2

Risk assessment sensitivity and continuous rule monitoring

 Part 2 of my series  unpacks the importance of risk sensitive rules and continuous rule  monitoring as key feedback mechanisms driving TM effectiveness. 

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TM Effectiveness — part 1

The necessity of feedback mechanisms

 Transaction monitoring  effectiveness: It requires more than technical compliance — Part 1 of my  series discusses why feedback loops are key to success.  

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Customer Segmentation

The forgotten element of TM optimisation

 For many AML/CTF  Reporting Entities, customer segmentation remains an afterthought in the Transaction Monitoring optimisation process, if a thought at all.  Ensure you understand the relevance of customer segmentation to your TM  outcomes.

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Rule-based transaction monitoring methods — part 1

Segmentation

Is your segmentation  model limiting your TM effectiveness? Be sure to read the first in this  series of articles on TM maintenance methods, providing an introduction  to segmentation.

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Rule-based transaction monitoring methods — part 2

Rule Tuning

How effective are your  existing transaction monitoring rules? This is the second article in  this series on TM maintenance methods, introducing rule tuning.

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Rule-based transaction monitoring methods — part 3

Rule Rationalisation

Are you spending time  and resources managing unnecessary transaction monitoring rules? This is  the final article in the series on rule-based TM maintenance methods,  introducing rule rationalisation. 

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