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 as soon as one Acceptance check passes.
In the case of PEPs, sanctions, and adverse media tasks (for individuals or companies), the task passes automatically when the 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, an Acceptance check must pass on that version 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.