About Dow Jones Usage Tracking

Usage is tracked for each product (SKU) purchased by a user. Your usage is calculated in the following ways, based on tenant user activity.

1. Screening & Monitoring: Each unique name submitted for screening and monitoring in the same request will count as one record toward usage during a specific term. This calculation includes all actively monitored entities (persons, organizations, and linked entities) in the current term.

2. Screening Only: Each unique name submitted for screening only will count as one record toward usage during a specific term. This calculation includes all actively screened entities (persons, organizations, and linked entities) in the current term.

3. Monitoring Only: Each unique name submitted for monitoring only will count as one record toward usage during a specific term. This calculation includes all actively monitored entities (persons, organizations, and linked entities) in the current term.

The data provided in the dashboard widgets display usage against purchased content sets within a specific contract term. To access the Dow Jones usage tracking widgets on the Usage Tracking screen, select Screening/Monitoring Usage on the Third-Party Due Diligence menu. On this screen, you have the ability to view the data in full screen as well as print the entire screen. To learn more about usage tracking, view the FAQ available on the Usage Tracking screen.

The widgets can be filtered by Current Plan Selection and Current Term Selection. This data will vary from user to user. The selected contract term and plan will appear on the Usage Tracking screen.

Once you accumulate screening usage data, you can click the Current Term Selection dropdown arrow to view a list of past terms. To load the past term to the dashboard, select a past term from the list. To reload the current term data, select Current Term.

Additionally, drill down data from the selected term is visualized as a table at the bottom of the dashboard.

What is the usage against the contracted amount for the current term?

This widget allows you to review the number of unique names that have been screened and/or monitored. It displays the amount of usage in the current term (used) and then deducts the used amount from the total purchased amount (available to use).

An in-app notification and email will be sent if your organization has hit 95% of your purchased screening subscription. Another notification will be sent if your organization exceeds 100% of your purchased subscription. Reach out to your account executive to increase your organization's purchased screening and monitoring subscription to resolve any overages incurred.

What is the usage breakdown for the current term?

This widget allows you to review the usage for each contract term calculated against each unique name submitted for screening, monitoring, or screening and monitoring combined. It displays the amount of usage that has already been used versus what is available to use for each subscription type.

What is the status of the unique names previously submitted for monitoring?

This widget allows you to review the status of all unique names submitted to Dow Jones that included ongoing daily monitoring. It displays the unique names that are being actively monitored or that had monitoring terminated within your tenant.

How many unique names can be submitted for monitoring in the next term?

This widget allows you to review the number of actively monitored third-parties and linked entities that will count against usage in the next contract term. It can be used to help you determine if there is a need to increase current subscription levels for the next term. It displays the next term usage that is calculated by deducting the number of actively monitored third-parties and linked entities against the current subscription quantity. If your organization increases the subscription quantity, that amount will be reflected when the next term starts.