1.2 Private Watchlist

Instructions for adding Private Watchlist.

There are two ways to add Private Watchlist records:
  1. Add a record using the Private Watchlist window. When you add a new record, it appears on the Private Watchlist grid. To add Identifier Watchlist records follow the subsequent steps:
    1. From the Navigation List, click Watchlist Management.
    2. From the Navigation List, click Private Watchlist. The Private Watchlist Screen displays.
    3. Click Add Add.
    4. In a Add Private Watchlist window, enter the values for all the fields listed in the Field Specification Guide on the MOS table.

      Note:

      • Character Length and Data Type information can be found in the Field Specification Guide on the MOS page.
    5. Click Save to save the record.

      Note:

      To add a 314a Watchlist record the 314A Watchlist Admin Role should be mapped to any of the user group of the current user. Add the role - '314a watchlist admin role' to the relevant user group (For example: CS Analyst). Map the security mapping for the case type CS_314a from the Security Mapping UI.

      For more information about assigning the user role, see Using Admin Console.

  2. To add or edit Private Watchlist records in bulk, perform the following actions:
    • Export the Private Watchlist,
    • Use the columns available in the exported file as a template to upload private watchlist records as follows:
      • To add a new private watchlist record, add a new row and values in the applicable columns.
      • To edit a private watchlist record, use the exported file and change values in the applicable columns for an existing private watchlist record
      • To make a private watchlist record as inactive, use the exported file and change the ‘Is Active’ column to ‘N’ for an existing private watchlist record.

    Note:

    You cannot change the structure of the file.