Assign status to screening results

Last updated: November 4, 2026

Customer screening and monitoring cases contain profile hits that need to be reviewed as part of the investigation. Once you have identified if the profile is a true or false positive, you can assign the respective status.

There are two options to assign a status to a screening result:

  1. From the screening result details

  2. From the case details view

Single assign from screening result details

  1. Click on the case you want to review.

    Case list with one customer onboarding case highlighted in the table

Below is an example of a Screening case. By default, the screening result status is Not reviewed.

Customer onboarding case with the Screening results table, where every result shows the status Not reviewed

  1. Click on a row to open the screening result you want to assign a status to.

Customer onboarding case with one result highlighted in the Screening results table

  1. Review the information provided and make a decision based on the information and other factors such as your internal policies.

    Screening result details with the Key information and Sanction sections and the status Not reviewed

  2. Select an option from the Status dropdown.

Screening result details with the Status dropdown open, listing False positive, In review, True positive and Not reviewed

  1. The screening result will be updated with the selected status.

Screening result details with the status updated to False positive

Click All results to navigate back to the case details view and to review further screening results.

Screening result details with the All results link highlighted at the top left

Single assign from case details view

We would recommend to assign a status from here if you already reviewed the details of the screening result.

  1. Click on the case you want to review.

    Case list with one customer onboarding case highlighted in the table

  2. Click the down arrow next to Not reviewed in the Status column for the screening result you want to update the status for.

Screening results table with the Not reviewed status of the first result highlighted in the Status column

  1. Select a status option from the dropdown.

Status dropdown open on a screening result, listing Not reviewed, In review, False positive and True positive

  1. The result is updated with the selected status in the row.

    Screening results table with the first result's status updated to False positive