The Lists page

The Lists page displays all the lists defined in the system. There are few lists that are shipped to you along with the product. These out-of-the-box lists are displayed automatically on the Lists page after you install and configure Screener. For details, see Out-of-the-box lists.

The Lists page allows you to perform these tasks:
  1. View details of the lists, such as the name, type, and source of the list, action taken on the list, its status, countries applicable, and whether the list is enabled.
  2. Upload files to the list by using the Upload file icon.
  3. Export list by using the Export icon.
  4. Perform advanced search on the lists.

View list details

To view details of a list, click the name of the list. The View List page is displayed. These details are displayed for the list.
  • Version number
  • Status
  • Whether the list is active
  • List name
  • Source of the list
  • Location where the list resides
  • Applicable countries
  • Auto data sync: If the check box is marked, the list gets updated automatically
  • Data URL
  • User defined attributes in the list
  • The mapped Screener Groups
  • Comments on the list

Using Advanced Search

Use the Advanced Search to filter the lists on various criteria. For each of these criteria, you need to select the required option from the corresponding drop-down list, specify the criteria, and click the Filter icon. The lists matching the selected criteria are displayed on the right side of the filter panel. The criteria are:
  • Name of the list
  • Country for which the list has been defined
  • List type
  • Source: Internal or External list
  • Vendor defined in the list
  • Status of the list: Approved, Unapproved
  • User Defined Attributes included in the list
Example: To filter the all the lists of Sanctions list type, perform these steps:
  1. In the Advanced Search panel, click the arrow next to List type criteria.
  2. Click the drop-down and select Sanctions from all the defined list types.
  3. Click the Filter icon. The selected lists are displayed to the right of the filter panel.