Screening in Grid

The screening process in Grid begins by submitting an inquiry about a person or organization. The inquiry name and details you supply are compared to risk profile entities in the Grid database. When an entity matches your inquiry criteria, it is filtered through any firm filters, and relevant risk profile matches are returned in the results.

You can also add entities to your firm's portfolio for ongoing monitoring. When configured for Portfolio Monitoring, entities are reviewed each night to discover alerts and matches in information added to the Grid database.