Add names to Grid portfolio monitoring
Use the following workflows to add names to your firm's portfolio for nightly monitoring against new Grid data:
Submit names for screening with Grid web interface: Performs both initial risk screening against Grid data and future monitoring against new items added to the database.
Bulk upload names to portfolio monitoring with Grid spreadsheet upload: New names added through this method are not subjected to an initial screening against Grid data. The new names are only added to future monitoring that screens against new items added to the database.
Bulk upload names for screening with Grid spreadsheet upload: New names added through this method are subjected to both an initial screening against all Grid data and future daily monitoring against new items added to the database.