Welcome to FinScan!
Navigating FinScan
Logging into FinScan
Contacting Innovative Systems
FinScan Dashboards
Graphic Dashboard
Classic Dashboard
FinScan Case Management
Analyzing and Resolving Cases
Reviewing Cases in the New Case Browser (Beta)
Clearing Matches with the New Match Review Screen (Beta)
Ad-Hoc Screening Against Compliance Lists
Vetting Potential Clients
Tracking Down Ultimate Beneficial Owners
Transaction Screening
Performing a CLEAR Search (Enhanced Due Diligence)
Managing Risk with the Risk Score Evaluator (Beta)
Running Interactive Reports
Scheduling Jobs with the Data Manager
Expanding Your Search with Wildcard Characters
FinScan Administrator Quick Reference
Setting Up FinScan
Managing FinScan
Create and Modify Organizations
Manage System Settings
View a Summary of Files Loaded into FinScan
Modify Search and Review Settings
View System Activity
Run Event Logs
Configure CLEAR Settings
Set Up Transaction Screening
Field Mapping Reference
Manage Interface Translations
Configure ID Scanner Validation
Set Up Ultimate Beneficial Ownership
Managing Users
Create and Modify Users
Create and Modify Groups
Assign Rights to Users and Groups
Assign System Administrator Rights
Managing Compliance Lists
View and Create Compliance Lists
Modify Compliance List Settings
Assign Compliance Lists to Organizations
Create a Compliance List Category
Modify Compliance List Categories
Assign Compliance List Categories to Organizations
Create Compliance List Change Rules
Assign Compliance List Change Rules to Organizations
Setting Up Applications
Define the Structure of User Fields
Configure an Application
Grant Application Access
Create and Apply Application Change Rules
Configure Name/Address List Search Types
Customize Match Score Settings
Grant Access to All Audit Logs
Create a Client Review Final Status push notification
Create and Modify Status Alert Email Settings
Configure Compliance Search Rules
Managing Hosts and Processes
Installing and Setting Up the Process Manager Service
Clerical Tasks
Add, Manage, and Assign License Keys
Lock or Unlock IP Addresses
View Users Logged In and Log Users Out
View and Enable Users Locked Out
Define the Notifications for an Organization, Group, List, or Application
Manage Password Requirements
Using Innovative ID Validation
FinScan API Web Services Wrapper
Other FinScan Documentation
Glossary
FinScan Release Notes
Copyright Statement