Auto-resolve cases screening based on custom field values

Hi,

Some of our companies are newly created (e.g: just incorporated with us), so we want to automatically mark any matching profile as "false positive" when screening then, while keeping them on check with OGS.

We would do that by sending a custom field (e.g: field "new_company" with values "true" / "false"), and auto-resolving as "false positive" all companies with the custom field "new_company" equal to "true".

Is that possible?

Thank you
Théo

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Accepted answers

Prabhjyot

@gabriel_deprecated_0,

Auto-resolution only works for the secondary fields and are not applicable for custom fields. You may use the custom field 'new_company' and its value as 'True', just to identify the screened companies based on your use case. However, you will have to resolve the matches manually.

To resolve the matches you can use the API call - 'SEQ-case-investigate-resolve-results: Resolve results' and pass all the matches (resultIds from the Get Screening Results) which needs to be resolved as false, in an array format to resolve them.

Hope this clarifies your concern.

All comments

Prabhjyot

@gabriel_deprecated_0,

Hope this clarifies your concern.

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