Managing Third Parties in Bulk

The template lists the default and custom attribute fields that you can edit. Enter the information accurately so that defined workflows and automation rules trigger as expected.

Field

Description

Inventory ID Required Field for Update Template Only

Enter the inventory ID of the third party.

Note:

The Inventory ID field requires a GUID value. To locate the GUID, navigate to the Third-Party Due Diligence menu and select Third-Parties. On the Third-Parties screen, click the Export button to download the report.

The Inventory ID field will be the first column in the spreadsheet.

Name Required Field

Enter the name of the third-party organization.

Note:

This field is only necessary when creating an Organization entity type.

Organization Required Field

Select the organization to which the third-party belongs.

Note:

Third-party organization options can be found on the Options tab.

Type Required Field

Select the type of third-party.

Note:

Third-party type options can be found on the Options tab.

Vendor ID

Enter an ID number for the third-party record.

Vendor Rating

Select the rating of the third-party.

Note:

Third-party vendor rating options can be found on the Options tab.

Primary Vendor Contact

Enter the name or email address of the primary vendor contact.

Business Owner

Enter the name or email address of the business owner.

Contact Phone Number

Enter the phone number of the primary vendor contact.

External ID

Enter an external ID for the third-party record.

DUNS Number

Enter the unique nine-digit Dun & Bradstreet DUNS number for the third-party.

Alternative Name

Enter an alternative name for the third-party.

Address

Enter the street address for the third-party.

Address 2

Enter any additional street information for the third-party.

City

Enter the city name of the third-party.

State/Providence/District

Enter the state, providence, or district name of the third-party.

Entity Type Required Field

Select the entity type.

Note:

Third-party entity type options can be found on the Options tab.

Third Party Type

Select the third-party type.

Note:

Third-party type options can be found on the Options tab.

Country Required Field

Enter the country name of the third-party. The correct country information is required to generate an accurate CPI Risk Score.

Note:

Third-party country options can be found on the Options tab.

First Name Required Field

Enter the first name of the entity.

Note:

This field is only necessary when creating a Person entity type.

Middle Name

Enter the middle name of the entity.

Note:

This field is only necessary when creating a Person entity type.

Last Name Required Field

Enter the last name of the entity.

Note:

This field is only necessary when creating a Person entity type.

Date of Birth

Enter the date of birth of the entity.

Note:

This field is only necessary when creating a Person entity type.

Gender

Enter the gender of the entity.

Note:

This field is only necessary when creating a Person entity type.

Entity gender options can be found on the Options tab.

Workflow|Stage

Select the appropriate workflow stage for the third-party record.

Note:

Third-party workflow options can be found on the Options tab.

Enable Dow Jones Screening

Enter Yes if you would like to enable Dow Jones screening. Enter No if you do not want to enable Dow Jones screening.

Note:

Third-party Dow Jones options can be found on the Options tab.

You must have one or more monitoring integration workflows activated to enable screening.

Attention:

Duplicate screening can occur if you have workflow stage rules configured to launch screening through Dow Jones.

Enable Dow Jones Monitoring

Enter Yes if you would like to enable Dow Jones monitoring. Enter No if you do not want to enable Dow Jones monitoring.

Note:

Third-party Dow Jones options can be found on the Options tab.

You must have one or more monitoring integration workflows activated to enable monitoring.

Terminate Dow Jones Monitoring(Only Available on the Update Template)

Note:

The ability terminate and re-enable monitoring is currently under public preview. If your organization would like to enable access to any of the public preview features listed below, please contact OneTrust Support to submit the request.

Enter Yes if you would like to terminate Dow Jones monitoring for the third-party and all monitored linked entities associated with the third-party record. Enter No if you do not want to terminate monitoring of the third-party.

The termination of monitoring process will be initiated with Dow Jones once the template is successfully imported into OneTrust. A check will be performed with Dow Jones to confirm monitoring has been terminated and the Monitoring Enabled attribute will be set to Terminated.

To re-enable monitoring once it has been terminated, enter Yes in the Enable Dow Jones Monitoring field on the update template.

Note:

Third-party termination options can be found on the Options tab.

Field

Description

Import Name

Enter a name for the import.

Import Description

Enter a brief description of the import.

Import Type

Select Create Third-Parties or Update Third-Parties.

File

Click the Select File button to select the file you want to import.