Filter DJW Inactive Records for Screening

You can now selectively load records from the Dow Jones Watchlist based on their active status and last status update date. This gives users more control over which records are loaded for screening.

This feature ensures that only relevant and active records are loaded into the screening process.

Steps to Enable

1. Open Pipeline Designer.

2. Open the WL DJW Load Pipeline.

3. In the pipeline, open the Filter Widget.

4. Input the desired Active Status and Last Status Update Date.

5. Navigate to the Scheduler Screen.

6. Run the WL DJW Load Batch.

7. The watchlist will now be loaded with the selected configuration.

Key Resources

• Customer Screening CS Documentation