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Watchlist Search

Watchlist Report must be enabled in Company Settings for the user to see the Watchlist tab with the Watchlist Search option.

Watchlist Search is not available to Watchlist Viewer user role.

Watchlist Search offers the option for a one off search of a person or organization.

  • Enter the Name in the Name box
  • Select Entity Type
    • Person
    • Organization
  • Select the Search Profile that the name should be ran against

The results section will show any matches with a score above the threshold set for the selected watchlist profile.

  • Name
  • Entity Type
  • Score
  • List
    • This is the watchlist that the hit occurred on