Multiple Search Settings Profiles

Some companies need to maintain different
General Settings
,
Lists
, or
Result Levels
. You can manage this by creating multiple search settings profiles. Each screening profile can be set up with different settings.
The
Search Settings Profile
drop-down menu is located above the data tabs and is used to choose a profile to view or edit.
Below are some common reasons why a company may decide to use multiple search settings profiles:
  • Different countries or sites may require screening against different regulation lists.
  • Supplier data may only be integrated with ONESOURCE Supply Chain Compliance (SCC) or with ONESOURCE Importer Security Filing (ISF).
  • Settings may differ depending on what type of party is being screened (customer, vendor, employee, competitor, etc.).
  • The company’s ERP system may require different Include fields than the default profile.
  • Ad hoc searches may require different settings.
Company Partner records can be assigned (or reassigned) through Company Maintenance. The option is available when adding a company record in the Add Company pop up:
The Screening Profile option is available at the bottom of the Company Maintenance page, when editing a Company Partner record.
If you require more information about multiple screening profiles, contact your Thomson Reuters System Administrator.

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