Party Actions and SmartLinks

This page is accessed via the following:

  • Restricted Party Screening > Actions
  • Master Data > Parties > Actions

Select Actions to access any of the following actions:

Options

Actions

Documents

Attach Documents

Generate Document

Limited Documents

Upload Document

Screening Services

Perform Full Restricted Party Screening

Restricted Party Screening

Review Match Factor

Sanctioned Territory Screening

Utilities

Change External Status

Change Restricted Party Override Status

Change Restricted Party Status

Send Interface Transmission

Set Image

Set Indicator

View

Audit History

Audit Trail

Review Screening Results

SmartLinks

Right-click any ID to launch the following SmartLinks:

SmartLink

Displays

View Related Party Sites

Displays any related party sites.

View Related Registration Details

Displays registration details for selected contact.

View Related Rules

Searches for a related compliance rule.

Related Topics