Hi @cadyh

We would like to let you know that "One or multiple Custom Fields can be created by the Client or Group Administrator and are used to capture additional reference information relevant to the entity being screened. For example, Account Manager, Internal Reference, and Cat Code. These fields may be marked as required or optional, depending on the settings established by the group administrators"

Note: Custom Fields do not affect the screening results, rather they are used to capture reference details and can also be used for filtering in the Case Manager.

To know more on Custom Fields setting we request you to please navigate to "CUSTOM FIELDS section on https://my.refinitiv.com/content/dam/myrefinitiv/products/10834/en/UserGuides/611012.pdf

Once the Custom Fields configuration is completed, you can use the "SEQ-pre-group-case-template: Get the case template for a group" API call to retrieve the Custom Fields.

And also you can use those Custom Fields value to screen an entity via "SEQ-screen-sync-simple: Perform Synchronous Screening: Simple" API call. Sample Payload outlined below:

{

"caseId": "Client Case Id",

"name": "John Smith",

"providerTypes": [

"WATCHLIST"

],

"customFields": [

{

"typeId": "Custom Field Id 1",

"value": "Reference Id 1234567"

},

{

"typeId": "Custom Field Id 2",

"value": "Deal Id 1234567"

}

],

"secondaryFields": [

{

"typeId": "SFCT_1",

"value": "MALE"

},

{

"typeId": "SFCT_2",

"dateTimeValue": "1990-11-20"

}

],

"nameTransposition": true,

"groupId": "Client Group Id",

"entityType": "INDIVIDUAL"

}