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CSI Watch List Checking
by Computer Services Inc.SalesforcePaid
Screens Salesforce Platform records against external and internal watch lists.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSecurity and compliance
UPDATED ON MARKETPLACE
What it does
CSI Watch List Checking compares names with sources including OFAC, BIS, PEP, and other watch lists. It can also screen against company or industry lists, with address disqualification available. Screening may run automatically after changes to Accounts, Contacts, or Leads, or through recurring batch checks of Accounts and Contacts. Web service results are saved in Salesforce, and workflows can be configured around screening outcomes.
Key capabilities
from the Salesforce AppExchange listingWatch list screening
Checks names against OFAC, BIS, PEP, and the other watch lists identified by the vendor.
Change-triggered checks
Can start screening after an Account, Contact, or Lead is created or edited.
Batch record screening
Supports recurring batch checks covering Account and Contact records.
Internal list checks
Can screen against company or industry name lists and apply address disqualification.
Workflow results
Saves web service screening results in Salesforce and allows workflows to use those results.
In the catalog
295 plugins in Salesforce Platform · Security and compliance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«CSI is a leading regulatory compliance solutions provider and the maker of market-leading WatchDOG®Elite compliance solutions. This application allows for one-click watch list checks, as well as automation when an account, contact, or lead record is created or edited, providing real-time Web service. Users can check …»
Official marketplace listing
Marketplace
Publisher
Computer Services Inc.
Updated on marketplace
Facts verified