Manage reviews by "inquiry" with Client Alert Decisioning
The Assigned Reviews workflow lists all inquiries with open match alerts for all open batches, one inquiry per line.
Use this workflow to:
Assign review and decisioning ownership of one or more inquiries with potential matches, to a member of your team.
Review and close open inquiries.
Review, decision, and complete an open inquiry
To review an open inquiry,
Go to Grid > > > to view open inquiry match alerts.
Scroll through the results list or enter search criteria to locate an inquiry.
Assigned Reviews admin view:
Assigned Reviews non-admin view:
Select Inquiry Summary page and begin reviewing potential matches.
to display theIn the Entity Matches section, review and decide if a record is a potential match and requires further examination or if it is not a match.
Select Grid record details.
to viewSelect
and a if the record is a possible match. This action sends an alert to your teams responsible for completing your screenings.Select
and a if the record is a false positive and isn't relevant to your search. This information is stored and can be retrieved later when needed.
Note
Records marked as Grid Results reports.
appear inRecords marked as Alert Decisioning audit reports.
only appear, with some detail, inAfter you have completed your review of all potential match records for this inquiry, select
.