Please note that all PII shown are examples and for demonstration purposes only.
Your organization’s list (black, white) can be accessed and managed from Settings:
In Settings, a CSV file of your list can be imported:
Once “CSV Import” is selected, a menu will appear (shown below). In this menu, choose the CSV file to upload and select the matching columns of the CSV file (note: selected columns must be in the same order as the column headers in the CSV). In the CSV file, column headers must exactly match the column header name in this list and have underscores in place of spaces (e.g. Address City is Address_City in your CSV file).
Once a CSV file (1) and columns (2) have been selected, click “Import” to upload your list.
Please note that the option to replace the current Blacklist (shown above) will overwrite your current Blacklist, including individual identity elements added from Evaluations pages - this cannot be undone. To add identity elements to an existing list, click “Import”.
Identity elements (e.g DOB, SSN, Address) can be selected and added to your organization’s list by clicking on the “Add to List” button (upper right) from an individual Evaluation or Entity page:
Once “Add to List” has been selected, a menu will appear (shown below). In this menu, indicate the list that will be used (1), select the identity elements that will be added (2), then click “Add to List” to make the additions (3).
Use of Lists in your workflow:
Each list houses all the selected entity data that can be decisioned on in the application workflow. Each application contains the rules of which elements to actually use in decisioning. For example, all the data in a blacklist may not be used in decisioning. The application workflow tag contains the rules on which elements to select from the List for decisioning. See example for “Blacklist Denied” tag below: