Testing watchlist entries

2026-02-03Last updated

To test new watchlist entries, you can enter the details of a person of interest or a company of interest to verify if there is a screening match.

What you should know

  • Only a watchlist manager can test watchlist entries.
  • Screening matches only occur when the following applies:
    • Individuals: There is a first name and last name match, first name and last name alias match, or email address match.
    • Companies: There is a company name, company domain, or email address domain match.

Procedure

  1. Click Organization > Watchlists .
  2. Select a watchlist.
  3. Click and select Test entries.
  4. In the Screening criteria dialog, enter the details of the entry that you want to test
  5. Click Screen.
    Matching entries are shown in the Matching entries list in the Screening Criteria dialog.
  6. (Optional) Click a matching entry in the list to view its details.
  7. Click Cancel to exit the Screening Criteria dialog.