You may find that there are already matches in the check results. This is because your smart policy is configured to return results automatically. You can see when the check was run at the beginning of the results. You may wish to skip to the next step if it was recently.

The check returns any matches for the profile in the Potential matches list.

The match can have these statuses:

To see more information about a potential match, click the match name.

When you view a match, you can compare the profile and the potential match side by side. All information the data provider returned about the potential match is displayed on the left, and information about the profile is displayed on the right.

If your data provider offers a PDF report for the match, the Provider PDF option is also displayed. You can view the report by clicking Provider PDF. Once you're viewing the report, you can download it by clicking the Download button at the beginning of the preview or by right-clicking the preview and selecting Save as.

You'll only be able to see instances of adverse media if it's supported by your data provider.

A maximum of 200 potential matches can be processed. If there are more than 200 potential matches, they will not be displayed in Passfort. Refine your search or view the matches through your data provider's portal.

If your data provider groups adverse media matches with refer matches, the match status is Refer. For more information, read about your data provider.

Some data providers offer additional services to filter out false positives. If you’re using one of these services, false positives identified by your data provider aren’t displayed at all in Passfort. Contact your data provider for more information about how they determine false positives and where you can see them.

To confirm or ignore the match, click Unresolved, select your decision, then click Save decision.

Optionally, you can add a comment to explain to your colleagues why you've made the decision.

Confirmed matches are displayed on the Matches list, which is created when you confirm the first match.

Ignored matches are displayed on the Ignored matches list.

To return a confirmed or ignored match to the Potential matches list, click the match name and click Review decision.

You may find that matches are displayed on the Ignored matches list as soon as they're returned. This happens when your company is using Passfort’s false positive reduction service. You can choose to confirm any match on this list. To mark all potential matches as false positives, select the checkbox at the top of the Potential matches list, then click Ignore.

If your company is using ongoing monitoring, Passfort checks with your data provider to see if any new matches have been discovered.

If a new match is discovered, the task is marked as incomplete.

The new match is displayed in the Potential matches list, where you can confirm or ignore it.

How often new matches are imported into Passfort depends on your data provider:

If you reject or cancel a product application, the PEPs, sanctions, and adverse media tasks expire automatically and any ongoing monitoring is stopped.

If you revert the decision, ongoing monitoring will only restart automatically if the check is configured as an automatic check for the task.

If they're not automatic checks, you can restart ongoing monitoring by running the checks manually.

PEPs, sanctions, and adverse media tasks only autocomplete when the check does not turn up any new matches, and there are no outstanding matches. If any matches are discovered when the check is run or during ongoing monitoring, the check must be passed manually after the matches are resolved.