Using Mesh
Customer and company screening, ongoing monitoring, case management and more.
Customer Screening
Ongoing Monitoring
Customer Risk View
- Taking screening hits into account when risk scoring
- Creating and screening a person
- Creating and screening a company
- Creating and screening people or companies in batches
- Batch create and screen customers via SFTP
- Fields used when batch creating customers
Case Management
- Viewing the audit trail for a case
- Reordering stages in a case workflow
- Renaming stages in a case workflow
- Viewing a case workflow
- Searching for a case
- Sorting the case list