Updating a legacy customer profile to use a Recipe

A legacy customer profile represents an entity with no Profile attached. This commonly occurs when entities are created or individual checks are run without a profile. For more about Profiles, see here.



When entities are created, Profiles are not assigned by default. Entities can receive a Profile once a pre-defined Recipe has been assigned and run. This assignment can be completed via the Portal or API.


To update a legacy customer profile to use a Recipe in Portal, complete the following steps:

  1. Open the customer’s profile
  2. Navigate to Personal Info Tab

Personal Info

  1. Click on Edit Customer Info

Edit Customer Info

  1. Select an option from the Recipe dropdown.
  2. Click on Save & Verify to run the new checks associated with this Recipe.