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Project managers: keep adverse media QA attached to accounts

Project managers miss adverse media hits on new accounts, causing overlooked investigations and compliance gaps. It appends QA scores to each account so compliance can act on validated findings.

Project managers: keep adverse media QA attached to accounts

Overview

Missed adverse media reviews create regulatory and operational risk for onboarding. This workflow ensures QA scores, analyst feedback, and run-history are attached to each account record, removing manual consolidation and giving compliance teams validated findings so reviews and escalations are clear.

Notable Features

  • Write QA scores to record
  • Aggregate QA scores and feedback
  • Flag accounts for compliance review

Project managers: keep adverse media QA attached to accounts