Viewing Third-Party Records

The Third-Parties Details screen provides users with an overview to help manage their third-parties. The Details tab shows relevant metadata about the third-party record including general information, Dow Jones risk attributes, integration information, and other details.

The Screening Results screen provides users with screening results from the Dow Jones integration. You can click the Profile Id to open the Screening Results Details screen that displays profile details, relationships, and other details.

For more information, see About Screening Results.

The Linked Entities tab shows a list of the entities associated with the third-party. You can add and screen child relationships such as beneficial owners, affiliated organizations, and 4th parties.

For more information, see Adding Linked Entities to Third-Parties.

The Assessments tab shows a list of the assessments associated with the third-party. Assessments can be used to manage third-parties.

You can launch a new assessment or link to existing assessments directly from the third-party record. You can access each assessment by clicking on its name.

The Risks tab shows the risk ID, description, scores, and source of all risks related to the third-party.

You can use the Documents tab to attach supporting documentation and URL links to a third-party.

The Activity tab shows a history of the third-party including changes made to the record details, assessments conducted, tasks completed, stage changes, and other changes made to the record.

The Tasks tab shows all tasks associated with the third-party record. Tasks can be automatically added when the record reaches a specific workflow stage or can be manually added by clicking the Add Task button.

You can view the details of a task or change its status by clicking on the name of the task.