User Guide

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  • Welcome
  • Getting Started
    • A First Look at Screener
    • Installing Screener
      • Installing Screener for the first time
      • Upgrading Screener
    • Accessing Screener Home Page
  • Managing Configurations
    • Maintaining Approval Rules
      • Create an Approval Rule
      • Modify details of an Approval Rule
      • View an existing Approval Rule
    • Maintaining User Defined Attributes
      • Create a new User Defined Attribute
      • View an existing User Defined Attribute
      • Modify details of an User Defined Attribute
      • Adding UDAs to an entity
  • Managing Lists
    • Creating Lists
    • The Lists page
      • Out-of-the-box lists
    • Viewing List Versions
      • Viewing Versions of Internal Lists
    • Editing Lists
    • Entries for Lists
      • Manually adding an entry to an internal List
      • Uploading the list entries
        • The canonical schema for List data
        • Versions of list entries
        • List entry ingestion scenarios
        • List entry ingestion in cluster
        • List Import utility – Upload and Polling
      • Updating an internal list entry
      • Exporting the List Entries
      • Making a list entry inaccessible
      • Deactivating a list entry
      • Viewing cleansed data in entries
      • Viewing duplicate entries
      • Sending list entries for approval
  • Reviewing Entities
    • Reviewing Entities
      • Review lists
      • Reviewing List Entries
      • Reviewing Screener Groups
      • Review User Defined Attributes
  • Managing Screener Groups
    • Managing Screener Groups
      • Adding Screener Groups
      • Screener Groups Page
      • Viewing details of Screener Groups
      • Updating a Screener Group
      • Deleting a Screener Group
      • Managing accesses to the Screener Groups
  • Screening
    • Introduction to Screening
    • Interactive Batch Screening
    • Scheduled Batch Screening
    • Viewing Batch Screening Results
    • Manual Screening
    • Viewing Manual Screening Results
    • Flow Details
  • Alert Management
    • Introduction to Alert Management
    • Viewing Alerts
    • Viewing Detailed Alert
    • Extracting Alert Data
  • Permissions and Access Controls
    • Granting access of Secured Entity Types
    • Controlling accesses at Secured Entities level
    • Providing differential access for List Entries
    • Screener Access Control FAQs
  • Managing Reports
    • Understanding Your Reports Dashboard
    • Creating Custom Reports
  • Audit Logs
    • Audit Logs
  • Mail Notifications
    • Mail Notifications