Getting started
👉 Entity Screening is a toggled feature. If you'd like access to it, please contact your Customer Success Manager.
If you have Entity Screening enabled, you can access the it through the Traceability tab in the left navigation bar under Entity Screening.
Navigating through the Entity Screening table
If all companies from your traced orders and mapped supply chains have been screened and no (potential) matches are found on external entity lists, the overview table will display "No potential matches identified yet" and appear empty. For example:
If potential matches exist, you will see a list of all screened companies involved in your orders and mapped supply chains. This allows you to easily review their details, check their screening status, and take further action if needed.
For each potential match identified, the table shows:
Match status (with a Validate button to review results)
Company name
Count of orders and mapped supply chains
Facility process(es)
Country
Connection type (with the option to connect to the supplier if not yet connected)
Clicking the Validate button next to the match status opens a side drawer with the full screening results for that company.
You can use the filter options found above the table to refine the list by company name, facility process, or country.
Columns can also be sorted, for example alphabetically by company name, country, or supply chain/order count.
You can reorder or hide/show columns via the Settings button, found at the top right side of the table.
Accessing Entity Screening via Supply Chains or Orders
The centralized Entity Screening table is also accessible directly from traced orders and mapped supply chains.
If a potential entity match is found, the respective supplier node within the supply chain/traced order is flagged with a warning icon.
In Supply Chain Mapping:
In Tracing:
Clicking the warning icon takes you directly to the Entity Screening table.
More information on the warning icon functionality below.
Reviewing screening results
After screening, companies matched with an entity list are marked with a warning icon and a Validate button in the Match Status column.
Clicking this button opens a side drawer with the detailed screening results for that company.
Inside the side drawer, you can:
See how many potential entity matches were found and the company’s current screening status (Potential Match, Flagged, or Dismissed)
Review each match entry with its:
Entity name
Match percentage
See the list type where the potential match was found (grouped under Private Lists or Public Lists)
Click the See more link to open the full entity profile on the third-party site for further verification
The side drawer also provides helpful company context to support your decision-making, including:
Connection type
Tier level (if defined)
Facility process and location
Links to the related traced order(s) and mapped supply chain(s)
After reviewing and assessing, decide how to resolve the match:
Flagged — select if the match is confirmed to be the same entity (action required)
Dismissed — select if the match is ruled out as a false positive (no further action needed)
Revalidate — appears if a previously dismissed match needs reassessment due to new list updates.
Once you apply your decision, the match status will update in the table accordingly, and inside tracing and supply chain views.
You’ve now learned how to navigate the Entity Screening feature, review screening results, and validate potential matches by flagging or dismissing them.
If you’d like to learn more about Third-party & Private lists, please contact your Customer Success Manager.