- Knowledge Base
- Screening (Hosted Batch)
- Actioning matches and data changes
How can I view the changes to the customer/dow jones record?
Currently, the functionality of viewing exactly what has changed is up to your investigation processes.
The best method for viewing the changes since your last investigation/decision was made is via utilising the Snapshot difference report. This report should indicate what's changed from the last time the record was checked. You can find this by going into your flagged matches for example, and finding the below button:
Download Snapshot Difference'
For reference, there’s a good section on both the email notifications themselves, and for the snapshot reporting right next to each other in the KYC360 Academy (our training platform). (This is in the Screening (Hosted Batch) User Course – Unit 4 – ‘Working Potential Matches’, halfway down in this section) I’ve included screenshots of these sections below here: