Screening V2: Supporting Documents per Provider

Supporting-document requirements are now configured per screening provider, from a new Supporting document tab in the screening provider configuration — replacing the previous per-task setup.

This release enables you to:

• Configure, per provider, a Supporting document action item for entity — On Demand Screening only — added to screening tasks as Optional or Required (when hits are returned), with a selectable Document type
• Configure, per provider, a Supporting document field for hits added to the match resolution form (applies to both On Demand and Ongoing Screening), with a selectable Document type
• Set the configuration once per provider, available for every provider, including custom screening providers and Manual Screening

When the entity action item is Required, the document is mandatory to complete the entity's screening if that provider returned hits for the entity, and optional when the provider returned no hits. This is independent of the match outcome and of the resolution state.

User Guide Reference: Configuring Screening Functionality — Supporting Documents