Table of Contents
Step 1: Viewing #
Firstly, the client will be automatically red-flagged with their hit count in the client View
This will show the hits and their relevant statuses. You can also view the details of the hit
This hit closely resembles a Chief Whip, but the first name differs by one character.
Step 2: Actioning #
The Client Services team usually spends their days in the Tasks and Approvals screens. On the Approval section there is a Screening Tab:
Accept Risk #
If you accept the Risk, then the Client will accrue the Risk Points of the List the hit came from. This can be seen on the Compliance section of the Client Record
This can also be seen in the Screening section of the Client Record
Mark as False Positive #
If you mark the hit as a false positive, it will get recorded against the client record:
