Notes for a screening result

Enhance your remediations with notes for screening results

We're pleased to announce a valuable addition to your compliance toolkit: the ability to add notes directly to screening results. Starting July 1, 2024, this new feature will streamline your investigations and foster team collaboration.

Key features:

• Adding notes.

• Viewing all notes previously added to a screening result.

Key benefits:

• Contextual documentation: Record your insights, observations, and actions directly on the relevant screening result for easy reference.

• Enhanced collaboration: Share your notes with colleagues, enabling seamless communication and knowledge transfer.

• Streamlined remediations: Gain a holistic view of the customer's risk profile by accessing notes from related cases.

Learn more:

Please refer to this article for a more detailed explanation about making notes on a screening result.

Release details:

Live date: July 1, 2024.
This feature will be automatically available to all users.

Should you have any questions, our support team is ready to assist you at [email protected]