Screen a customer against OFAC SDN, PEP lists, and adverse media sources during onboarding

domain: identity-general · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. Normalize the customer name by removing diacritics, expanding abbreviations, and generating common transliterations before submitting to the screening API
  2. POST the normalized name along with date of birth and country fields to your AML screening vendor's search endpoint
  3. Review the match results array; each potential match contains a match score, the matched list name (SDN, PEP tier, adverse media category), and the matched entity record
  4. Apply a fuzzy match threshold policy to separate strong matches requiring immediate action from weak matches requiring manual review
  5. For PEP matches, classify the PEP tier and determine whether your risk policy requires enhanced due diligence or just additional documentation
  6. Log the full screening result including the request payload, response, match scores, and the disposition decision made by your compliance team

Known gotchas

Related routes

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