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.

If a task version that's passed automatically because of an Acceptance check later becomes incomplete, it will always pass again automatically whenever any check is run on it. This is because the pass from the initial check is still valid.
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.
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.

Only one of the task's Acceptance check needs to pass for the task to pass automatically.
To learn when your checks pass, see the configuration article for your data provider.


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