1.2.1 Adding Watchlist Data Using the Template

Use this section to add watchlist data using the template.

To add watch list data using the template, follow these steps

1. From the Navigation List, click Watchlist Management.
2. From the Navigation List, click Private Watchlist. The Private Watchlist Screen displays.
3. Click Exportto download the template in the .xls format
4. Enter the values in the required columns and save the file.
5. Click Import. The file is uploaded and the records are displayed on the Private Watchlist grid.
6. Clickthe Instant Screening icon to run the batch group execution from the private watchlist screen. The Trigger screening page is displayed.

   Figure 1-1 Trigger screening

   
   
   
7. Select the desired batch group from the drop-down list and click Execute. Upon successful execution, a message will appear containing the Monitor Batch URL, which will redirect you to the Monitor Batch screen.

   Follow the same steps to edit watch list data using the template.

   Note:

   • Watchlist ID is mandatory and it must be unique.
   • For updating existing records, you must provide the Watchlist ID.
   • Watchlist Records imported through API cannot be imported from UI and vice versa. Any edit of API records from UI Edit will lead to loss of data, if those records are updated from API.

   For more information, see the Field Specification Guide on the MOS page.