Reviewing List Entries

  1. On the Screener main menu, click Review > List Entries.
    All the list entries queued for review are displayed.
  2. Select the check-box corresponding to the list entry you want to approve, and click the Review List Entries icon on the top left of the list.
    The Review List Entries page is displayed.
  3. Review the details, enter your comment for approval or rejection in the Comments text box, and click the adjacent Add button.
    Your comment is added and displayed.
  4. Click Duplicates to check if any duplicate record exists for this entry. Use the forward arrow and expand various sections to view duplicates, if there are any, and determine if you want to approve the current list entry.
    Note: The number of duplicates for a list entry is restricted to 2000. Screener uses algorithms based on industry best practices to find the duplicates. It searches for duplicates entries within and among the list (both internal and external) on these fields:
    1. Personal name: First name, Second name, Last name, and Title
    2. Organization, in cases where the entity is a business name or organization
    3. Alias name: Alias First name, Alias Second Name, Alias Last name, Alias Title
    4. Full name
    5. Full Alias name

      For more information about matching process, see Interflow Match.

  5. Use appropriate button on the top right of the page to Approve or Reject the list entry.
Go back to the List Entries page and to see the list entry appear as Approved.