Introducing Watchlist monitoring (early access)
Our Watchlist Monitoring feature is here! This early version runs automated daily checks of your clients against PEP, Sanctions, and Adverse media lists.
We’re excited to hear what you think and are keen to make it even better. If you have any feedback or ideas, please share them with us – your input will help shape the future of this feature 😀
Getting started
You'll find the Monitoring tab on the Work page, this is where you will see all the people that you have added to Watchlist monitoring.
To add a person to Watchlist monitoring, go to the People tab on the clients page, find the person you want to monitor and under the menu, select "Add to Watchlist monitoring".
Once confirmed, you'll see them appear on the Monitoring tab with the status "Not yet screened". They'll be screened when the next daily check runs.