Restricted Party Screening Work Queue

Note: The use of advanced layouts has been deprecated. The Restricted Party Screening Work Queue created in the advanced layout has been deprecated and removed from the menus. You can create a workbench layout to replace the Restricted Party Screening Work Queue. See Creating a Restricted Party Screening Work Queue for details.

Use the Restricted Party Screening Work Queue to both view and process large numbers of restricted party list screening (RPLS) results. 

The format of this page is that of an advanced layout. See the Viewing Advanced Layouts topic for details on interacting with an advanced layout.

This work queue enables a user to have exclusive access to specific records.

Icons and Functions

You see a row of icons across the top of the display. You can use these icons to trigger a variety of actions.

Icon	Function	Explanation
	Actions	Select a record in the table and then click this icon to launch the Actions menu
	Refresh Selected	Refreshes the selected records in the table.
	Remove Selected	Removes the selected records from the table. It does not remove them from the database; it only affects if they are displayed on this page.
	Export	If no rows are selected in the table, then the entire table is exported to an Excel sheet. If rows are selected, you can choose to export just those rows, or all rows.
	Requires Review	Designates the record as one that must be reviewed in order to determine status. Typically, all RPLS results that are not matches are assigned this status.
	Passed	Sets the RPLS status of the selected contact as passed.
	Failed	Sets the RPLS status of the selected contact as failed.
	Escalated	Marks the selected record(s) for a closer examination.
	Review	Displays match factor details for any potential match.
	Add Comment	Opens the Comments on Contact window where you can add a comment.

 

Populating the Restricted Screening Work Queue

When the Restricted Party Screening Work Queue opens, the top pane and bottom panes are empty. You must choose a work queue to bring records to the display.

• Click the drop down list located in the top center of the window to select an existing work queue and then click to run the query.

When you select a party in the upper pane, the lower pane will display screening results associated with that party up to a default limit of 200 records.

When you populate the work queue, no other user can access the records displayed on the page until you resolve and/or release them.

Customization

The default limits mentioned in the previous section can be changed to meet your requirements. For example, you may wish to have more than 50 parties appear in the upper pane or your selected party may have more than 200 associated records that require examination.

Note: These default limits apply even when you use a saved query.

To change the settings for the Restricted Party Screening Board Work Queue, you must use the Advanced Layout Manager.

You can make the URLs that appear in the Restricted Party pane Federal Regulation URL column to be working hyperlinks. To do so, you must set the following properties:

• glog.web.security.url.http.trustedDomain=www.mkdenial.com
• glog.web.security.url.https.trustedDomain=www.mkdenial.com