Installation Guide | SuiteCRM 8 NameScan Integration

Introduction

Welcome to the SuiteCRM 8 NameScan Integration Installation and User Guide! SuiteCRM 8 NameScan Integration is a powerful tool designed to integrate seamlessly with SuiteCRM, providing real-time screening and detailed risk assessment for your contacts. This guide will walk you through the key features, installation process, and how to use SuiteCRM 8 NameScan Integration effectively. Let’s get started.

Installation and Setup

Step 1: Accessing SuiteCRM 8 NameScan Integration Configuration

• Log in to your SuiteCRM account.
• Navigate to your Admin Panel.
• In the bottom-right corner, locate SuiteCRM 8 NameScan Integration by Outright Store.

• Click on SuiteCRM 8 NameScan Integration Configuration to open the setup page.

Step 2: Creating a New Record

• Click Create to add a new record.
• Select the Contacts module.
•  Enter the contact details:-First Name: (e.g., Michael) - Last Name: (e.g., Johnson) - ID Number: (e.g., C123456789) -Date of Birth: (e.g., 22/11/1980)
•  Ensure all details are accurate to guarantee reliable search results.

Step 3: Configuring SuiteCRM 8 NameScan Integration Settings

• On the SuiteCRM 8 NameScan Integration Configuration page, set the following fields: Unique ID Field: Select ID Number.- Country Field: Select Primary Address Country. - Date of Birth Field: Select Date of Birth.
• Enter your API key (provided during registration).
• Click Save to apply the settings.

Step 4: Running a SuiteCRM 8 NameScan Integration Search

• After saving the configuration, click the Search on SuiteCRM 8 NameScan Integration button.
• SuiteCRM 8 NameScan Integration will scan its global database for matches.
• Wait a few moments for the search to complete.

Step 5: Viewing and Interpreting Results

Once the search is complete, you’ll see detailed results for each profile, including:

• Name: (e.g., Michael Johnson)
• Category: (e.g., PEP, Politically Exposed Person)
• Match Rate: (e.g., 60%)
• Updated At: (e.g., 15/10/2023, 2:30 PM)

Use these results to assess the risk level of the profile and take appropriate action.

Tips for Effective Use

• Ensure Accurate Data: Always enter correct and complete contact details for reliable results.
• Regular Updates: Run periodic scans to stay updated on any changes in risk profiles.
• Customize Fields: Tailor the search fields to suit your organization’s specific needs.