Viewing Profile History for Third-Party Records
This article explains how to access and read profile history for third-party records. Profile history can help you monitor new data that surfaces from past screenings.
When you receive monitoring alerts on an existing profile, one or more new rows of data are displayed. This new data requires manual mitigation to maintain the audit history associated with the decisions on the original / previous profile match.
To receive monitoring alerts, you need to configure the application to send you them. For more information on setting up monitoring alerts, see Configuring Monitoring Alerts.
To view a third-party record's profile history
Access the Profile History tab to view monitoring alert data listed in order from most to least recent. Use the steps below, or click the View Alert button in a monitoring alert email.
The Profile History tab will appear blank under the following circumstances:
-
When initial screening results are created. The profile history considers updates made to a previously matched profile, so it will appear blank until updates are received.
-
When a Dow Jones Quality Assurance Analyst reviews an existing profile. Although updates have not been made, the profile is tagged as Reviewed, which generates a monitoring alert. In the future, Dow Jones will be implementing a resolution to prevent this from happening. There is no current timeline of when this change will be implemented.
- Select the Profile History tab.
The profile history appears, and lists monitoring alerts from most to least recent.
Reading a third-party record's profile history
Use the table below to read the information in the profile history fields.
- Field
- Description
- Date
-
The date and time in which the profile history was updated.
- Type
-
The asset associated with the profile history update.
Note:For example, the type may include Person, Entity, Watchlist, State-Owned Company, Location, Image, and Relationship.
- Section
-
The specific section that contains the profile history updates.
- Sub Section
-
The optional sub section within the sections that contains the profile history updates.
- Field
-
If available, the Field attribute provides additional information about the field that contains the profile history update.
- Change
-
Indicates if the change was a profile history update, insertion of new data or deletion of existing information.
- Previous Value
-
If a previous value was updated that previous information will be displayed.
- New Value
-
Provides the new value associated with the profile history updates.
Receiving Monitoring Alert Email Templates
Different monitoring alert email templates will be sent to you when a profile generates a match. The email template you receive will correspond to the entity within a profile that generates the match.
|
Message Name |
Description |
|---|---|
|
New Profile for Third-Party |
Notifications for new profiles that have matched the criteria for a monitored third-party.
Note:
For example, Dow Jones may have identified a new profile for a monitored third-party after the initial screening. |
|
New Profile for Linked Entity under a Third-Party |
Notifications for new profiles that have matched the criteria for a monitored linked entity.
Note:
For example, Dow Jones may have identified a new profile for a monitored linked entity after the initial screening. |
|
Updated Profile for Third-Party |
Notifications for monitored Third-Party profiles that have been updated.
Note:
For example, there has been an update to an existing matched profile related to a monitored third-party. |
|
Updated Profile for Linked Entity under a Third-Party |
Notifications for monitored Linked Entity profiles that have been updated.
Note:
For example, there has been an update to an existing matched profile related to a monitored linked entity. |