Setup & Installation

Overview

BRC Risk Management requires initial configuration to connect with your risk data provider and set up monitoring preferences. This section guides you through the complete setup process.

Prerequisites

Business Central Requirements

• Version: Microsoft Dynamics 365 Business Central SaaS 26.0 or later
• License: Valid Business Central license with appropriate user permissions
• Network Access: Outbound HTTPS access for API calls to risk data provider

Risk Data Provider Requirements

• TIC Account: Active subscription with TIC or compatible risk data provider
• API Credentials: Valid API key and endpoint information
• API Documentation: Access to provider’s API documentation for reference

User Permissions

• Installation: SUPER permission set required for initial installation
• Configuration: SUPER or System Administrator permissions for setup
• Usage: See Permissions Reference for role-based access

Installation Process

1. AppSource Installation

1. Access Extension Management

   • Open Business Central
   • Search for “Extension Management”
   • Click Extension Marketplace

2. Find BRC Risk Management

   • Search for “BRC Risk Management” or “BrightCom Risk”
   • Verify publisher: BrightCom Solutions AB
   • Check compatibility: BC 26.0+

3. Install Extension

   • Click Get it now
   • Select your environment
   • Confirm installation
   • Wait for completion (2-5 minutes)

4. Verify Installation

   • Check Extension Management for “BRC Risk”
   • Status should show “Installed” with version 1.0.0.0

2. Initial Configuration

BRC Risk Management includes an Assisted Setup Wizard that guides you through initial configuration:

1. Start Assisted Setup

   • Search for “Assisted Setup”
   • Find “BRC Risk Setup”
   • Click Start or Set up

2. Follow Wizard Steps

   • API Configuration
   • Risk Level Setup
   • Notification Preferences
   • Permission Assignment

Quick Start Checklist

After installation, complete these essential steps:

• Run Assisted Setup Wizard
• Configure API connection with your provider credentials
• Set up risk levels and styling preferences
• Assign user permissions based on roles
• Test connection with sample data fetch
• Create initial watchlist for monitoring
• Link existing customers/vendors to business entities

Configuration Files

The following configuration areas are available:

Prerequisites

System requirements, license needs, and external dependencies.

Installation

Detailed AppSource installation steps and verification procedures.

Configuration

API setup, risk levels, notifications, and user permissions.

Next Steps

Once installation is complete:

1. Complete Configuration - Set up API access and preferences
2. Assign Permissions - Configure user access levels
3. Start User Guide - Begin using the application
4. Create Watchlists - Set up proactive monitoring

Support

If you encounter issues during setup:

• Troubleshooting Guide
• Common Issues FAQ
• Contact Support

Installation typically takes 5-15 minutes including assisted setup. Have your API credentials ready before beginning.