Manual Screening
Manual screening is a process in which you can interactively process single records and match them against multiple watchlists.
- On the home page, click Screen from the top menu options.
- Click the Manual tab.
- Select the party group name from the Use lists from party group drop-down.
- Select the cleansed and uncleansed match rule, match key, and set the Match threshold.
- 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.