Bulk Search
To perform a bulk AML search, please follow these steps:
- Log in to your iComply account and select "AML" > "New Search" from the left navigation bar.
- Click the "Bulk Search" button to enter the bulk search page.
- Download and fill in the bulk search template as prompted.
Each row represents a search target. Please fill in the following format:
- English Name: The target's English name or company name (required).
- Chinese Name: The target's Chinese name or company name (optional).
- Type: Individual or Entity (required).
- Nationality: The target's nationality (for individuals).
- Place Of Business: The target's place of registration (for companies).
- ID Number: The target's ID number (for individuals, optional).
- Gender: The target's gender (for individuals, optional).
- Date of Birth: The target's date of birth (for individuals, optional).
- Similarity Threshold: Set the similarity threshold. This is the similarity threshold used by the system during the search, defaulting to 60%. If you want the system to return higher similarity or more results, you can adjust this value.
- After completing the file, upload it to the system.
- Check the targets you want to search in the system.
- Click the "Search" button, confirm the number of AML tokens to be consumed, and then click the "Continue" button to start the search.
- The system will automatically redirect to the "AML" > "Search History" page, where you can view the search progress and results.