Why do tasks pass automatically?
Updated 2 months ago
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.
See a task's Acceptance checks
To see a task's Acceptance checks:
- Go to Policy Builder > Tasks.
- 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.
