Why do tasks pass automatically?

When a task is configured, it can be assigned one or more check variants as Acceptance checks.

When the task is on a profile's product application, it's automatically marked as Passed when the most recent Acceptance check passes.

If the task has multiple Acceptance checks, only one needs to pass for the task to pass.

In the case of PEPs, sanctions, and adverse media tasks (for individuals or companies), the task passes automatically when the latest Acceptance check does not return any potential matches and the profile does not have any outstanding potential matches returned from an earlier check.

Acceptance checks are tied to task versions. If the task gets a new version, the latest Acceptance check on that version must pass for the version to pass automatically.

Some checks return a Completed state instead of a Passed state (e.g. the Company ownership check). We do not recommend adding these checks as Acceptance checks. Learn why some checks return Completed.
PEPs, sanctions, and adverse media tasks do not autocomplete when matches are resolved manually. If any matches are discovered when the check is run or during ongoing monitoring, the check must be passed manually.
You can also configure check variants run automatically. Learn more about all task configuration options.

See a task's Acceptance checks

To follow these steps, you need Read-only access for the Smart policies permission.

To see a task's Acceptance checks:

  1. Go to Policy Builder > Tasks.
  2. Select the task you want to see. Any check variants that will cause the task to pass automatically are listed under Acceptance Checks.

To add or remove Acceptance checks, contact us.

To learn when your checks pass, see the configuration article for your data provider.

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