Configuring Ongoing Screening
Ongoing Screening Journey
An Ongoing Screening journey must be configured in Fenergo SaaS to support Ongoing Screening, as well as any provider specific configuration as described in the Screening Configuration section. The following pre-configured tasks are available:
- OGS: Screening Match Resolution
- OGS: Confirmed Match Verification
- OGS: Materiality Assessment
- Close Screening Batch
- OGS: Related Client Journey Launchpad
The suggested configuration of these tasks is as follows:
Refer to the Journey User Guide for an explanation of how to configure journeys.