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How to Optimize Compliance Screening in Business Radar
How to Optimize Compliance Screening in Business Radar

This guide explains how to effectively use the compliance features within the platform.

Zoe Merswolken avatar
Written by Zoe Merswolken
Updated over a month ago

Compliance screening is a key part of managing regulatory risks. Business Radar offers a structured approach to identifying and managing risks tied to sanctions, politically exposed persons (PEPs), adverse media, and more.


Step 1: Understanding Risk Thresholds

Risk thresholds in Business Radar are predefined to ensure consistency and accuracy in screenings.

  • Predefined Categories: Risks are automatically classified into compliance categories such as sanctions, adverse media, or PEPs.

  • Automatic Prioritization: The system flags potential risks based on preset parameters, helping you focus on areas of highest concern.


Step 2: Running a Compliance Screening

You can perform a compliance screening by following these steps:

  1. Select an Entity: Use the search bar to find a company or individual to screen.

  2. Customize Your Screening:

    • Choose “Include All” to screen all related entities.

    • Manually select specific entities or individuals to focus the screening.

  3. Run the Screening: Initiate the process, and the system will provide categorized results.


Step 3: Reviewing Screening Results

After completing a screening:

  • View Categorized Results: Risks are displayed under categories like sanctions, adverse media, and compliance. Each flagged item includes details to help you make informed decisions.

  • Take Action: You can confirm matches, mark items as false positives, or discard irrelevant findings. These actions help refine the overall risk assessment for your records.


Step 4: Saving and Sharing Results

Business Radar provides tools for storing and collaborating on compliance results:

  • Binders: Organize your screening results into Binders for easy access and team sharing.

  • Audit Trails: Request an audit trail to document actions taken during a screening. This is especially useful for internal reviews or regulatory audits.


Additional Tips

  • Regularly review flagged risks to ensure they remain relevant to your compliance objectives.

  • Use Binders to create a clear overview of previous screenings and team activity.


Conclusion

By following these steps, you can streamline your compliance screening process and maintain accurate records of your risk assessments.

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