Configure World-Check Settings
Taking the time to ensure that your World-Check settings are well adjusted will help your organisation achieve greater operational efficiency with less time and resources required for remediation. Salesforce will inherit the settings that have been configured in World-Check. This is an important step in the setup process for the World-Check One Client Administrator to perform.
- The correct datasets are included/excluded
- Name matching screening settings and thresholds meet your organisaitonal requirements
- Define your ongoing screening and alert settings
We recommend the following short videos which walk the World-Check Administrator through configuring these settings in World-Check
- World-Check One: Compliance Analyst Guide to Reducing False Positives
- Screening Custom Fields, Auto-Resolution & The Resolution Tool Kit
Within MyRefintiv the following guides are also recommended:
- World-Check One: Client and Group Administrator Quick Start Guide
- World-Check One Client and Group Administrator User Guide
The World-Check Administrator may not be the same individual as the Salesforce Administrator within your organisation.
