Manual Screening

Manual screening is a process in which you can interactively process single records and match them against multiple watchlists.

Follow these steps to perform manual screening:

1. On the home page, click Screen from the top menu options.
2. Click the Manual tab.
3. Select the party group name from the Use lists from party group drop-down.
4. Select the cleansed and uncleansed match rule, match key, and set the Match threshold.

You can perform manual screening by using:

• Party details - To perform screening through Party details, enter the required details and click Screen.
• Pre-existing Party IDs- To perform screening through Party IDs, enter the Party ID and Reference Number. Click Screen to begin screening.

  You will be redirected to the Alerts page displaying the manual screening results. For more information, see Viewing Manual Screening Results.