OTS (One-Time Screening)

Complico's One-Time Screening (OTS) option empowers us to screen and identify matches for a client or wallet without incorporating them into our client lists.

To initiate this feature, click on the OTS button, as indicated by the arrow below, within the Templates tab.

the OTS button on the Templates tab is marked with an arrow

Subsequently, you'll need to provide the necessary information and specify the desired Matching Ratio to proceed with the One-Time Screening (OTS).

the OTS window, blank

Once you've filled in the relevant information for the potential client and selected a Matching Ratio, proceed by clicking on the "Start Screening" button, as marked by the arrow below.

the filled OTS window, the Start Screening button is marked with an arrow

The system conducts a screening process and generates a Matches list.

You can review individual match reports, and noteworthy is that the person or company is not added as a client through this feature.

This capability facilitates research on potential clients without formally incorporating them into your organization.

the OTS window after performing a Screening

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