I want to turn off Ongoing Screening for 25,000 records

LtDoolittle6

. What is the best way to do this within Salesforce?

hannah.quinn01

The interface can handle 1000 records per data job. You would need to either need to

A) chunk the data into 25 separate data jobs and run them 1 by 1 into salesforce allowing time for the data to sync over the interface before running the next one. To check they have synced correctly from within Salesforce to World-Check you can run a report on the object “Screening Case Audit Events” for an Event type of “Ongoing Screening turned OFF”.

or it is probably more efficient when dealing with large volumes to run two separate data jobs, the first into World-Check One directly to set Ongoing Monitoring to False, this is the one that will actually prevent OGS from running any more. And second job into Salesforce to do the same on the field "tr_wc1__Monitoring_Enabled__c" on the Screening Case object: tr_wc1__KYC_Screening_Case__c. This would allow you to use a larger batch size in a tool such as data loader.

Things to consider:

1. The World-Check administrator will need to login to World-Check to perform the bulk action. They will need to have the rights to perform bulk actions in World-Check. Raise a case with MyRefinitiv if this needs to be applied to your account.

2. Doing this directly in WC1 will create an audit log for the change in World-Check, however that audit log will not appear in Salesforce until the next time you sync/resolve that case from within Salesforce.