Restricted Party Screening Profiles

This page is accessed via Master Data > Power Data > Restricted Parties > Restricted Party Screening Profiles.

A restricted party screening profile consolidates the required screening services (like name, address, company name, etc.) into a single profile. Using a screening profile enhances restricted party list screening performance.

Use this page to add a new screening profile or to modify the existing ones.

Adding a Restricted Party Screening Profile

1. Enter a unique identifier in the Restricted Party Screening Profile ID field. You will use this ID when you refer to this screening profile on other pages.
2. Select a domain in which this screening profile will be active from the Domain Name drop-down list.
3. If desired, enter additional information about the screening profile in the Description field.

Adding a Service Preference

Use this section to add service preferences to a screening profile. Restricted party list screening will be based on these service preferences.

1. Select an option from the Service Preference drop-down list.
2. Click Save.
   You can add multiple service preferences to a profile.
3. Click Finished.