New or already seen
Each hit hasisNew: true when your team has not seen this list entry for this person or company in an earlier screening. The comparison is per person or company, not per screening, so it holds across screenings: a person screened as a board member of one company and later as the owner of another is the same subject, and so is a person screened on their own.
People and companies without a record in the platform (e.g. a foreign board member registered with only a name and a birth date) are recognised by their name and birth date.
summary.newHitCount counts the new hits. On a repeat screening that is usually the only number that needs attention.
Recording a decision
Review a hit against the full entry (Get a screening hit): birth date, countries, roles and aliases. Then record what you concluded:comment is optional, at most 2,000 characters, and is kept for the audit trail with the time of the decision.
Decisions carry into later screenings
A decision follows the person or company. When the same list entry turns up for them in a later screening, the hit comes withisNew false and the latest decision, its time and comment. Decisions are the team’s: a decision recorded by one user applies to everyone’s later screenings.
When the list entry changes, the hit is reviewed again. If the list updated the entry after the decision (listEntryUpdatedAtUtc later than resolvedAtUtc), the hit is pending again, still with isNew false.
Full details for 24 hours
The summary of a hit in the screening (name, list, birth date, rating, decision) is always available. The full list entry, with aliases, roles, relationships, countries and identity numbers, is shown for 24 hours after the screening, the same time a repeated screening returns the stored one. After that, Get a screening hit returns the summary withdetailsAvailable false. Nothing is deleted; to see the full entries again, screen again with refresh=true.
History
List screenings returns your screenings, newest first, optionally for one company (companyId) or person (personId). It is paged with the AG Grid request model (startRow, endRow).
Who sees what: an API key, and a team administrator, sees all of the team’s screenings. Other users see the screenings they ran themselves.