Due Diligence Integrations: Screening and Monitoring Integrations Setup

This article shows Third-Party Due Diligence administrators how to set up and use Dow Jones screening and monitoring integration services.

This article covers the following topics:

• Before you Begin

• Add and Activate Dow Jones Integration Connections:

  • To Add and Activate Screening and Monitoring Integrations

  • Automated Integration Updates

• Recommended Next Steps: Screening Request Template Setup

Complete the following pre-steps before you add and activate Dow Jones integration connections:

1. Purchase the Third-Party Due Diligence module and Dow Jones data

   Note:

   The OneTrust Professional Services Team will manage the initial setup of Dow Jones integrations. For help with purchasing or setting up Dow Jones, contact your Account Executive or OneTrust Support.

   • You can purchase Screening and Monitoring data through OneTrust or Dow Jones.

   • You can contract and purchase Enhanced Due Diligence requests through Dow Jones only.

2. Add Dow Jones Credentials to the OneTrust Integrations Module

   Dow Jones will send credentials that correspond to your purchased data subscription to OneTrust. OneTrust Production Support will activate the services in the application tenant system. The credentials are sent within 3-5 business days of purchasing Dow Jones services.

   Client credentials include a Username, Password, and Client ID.

   Once the client credentials arrive, you need to add the Dow Jones credentials in OneTrust, then test them to make sure they are active.

   1. On the Integrations menu, select Credentials. The Credentials screen appears.

   2. Click the Add New button. The Select System screen appears.

   3. Enter Dow Jones into the Select System field and click the Next button. The Enter Credential Details screen appears with pre-populated fields relevant to Dow Jones.

   4. Complete the fields.

      Field

      Description

      Credential Name

      Name the credentials Screening and Monitoring.

      Note:

      Dow Jones Search API credentials are used for screening and monitoring.

      Due Diligence API credentials are used to submit and receive Dow Jones enhanced due diligence reports.

      Description

      Enter a brief description of the credentials.

      Credential Type

      The field will be auto-populated with OAuth 2.0 Password with OIDC.

      Protocol

      Defaults to HTTPS.

      Hostname

      The field will be auto-populated with api.dowjones.com.

      Test URL

      The field will be auto-populated with the test URL for Screening and Monitoring credentials, or Enhanced Due Diligence credentials.

      Username

      Enter the username provided by Dow Jones.

      Password

      Enter the password provided by Dow Jones.

      Client ID

      Enter the client ID provided by Dow Jones.

      Access Token

      Leave this field blank, the Dow Jones integration will pull in the access token once the credentials are created.

      Classify Credential as Sensitive

      Enable this setting if this credential will be used with a sensitive workflow or to retrieve sensitive data.

   5. Click the Save button.

3. Test your Dow Jones Credentials

   1. On the Integrations menu, select Credentials. The Credentials screen appears.

   2. Click the credential entry name where you would like to test the credentials. The Credentials Details screen appears, with the Details tab opened.

   3. In the top right corner of the screen, click the Test Credentials button in Credential Status modal.

   4. The status appears at the bottom of the modal.

      
      
      

After completing all steps in Before you Begin, use this section to set up your Dow Jones integration connections.

To adjust the type of information you receive from Dow Jones, complete this process, then navigate to Screening Request Templates.