- Knowledge Base
- Screening (Hosted Batch)
- Screening Criteria
Can I exclude terms in Screening (Hosted Batch)?
Terms cannot be excluded at an AVM criteria level; however they can be added specific to a customer - you can do this by entering the profile of an individual / entity through the AVM potential matches page.
Here you will see the option 'customise criteria'
Here, you can add exclusion terms:
Selecting 'save and execute' will carry out this request.
The potential matches for the specific customer will then be updated.
To note - at this current moment in time you are still unable to add exclusion terms at an AVM criteria level, but this is a current workaround for adding exclusion terms to individual records.