Welcome to the SuiteCRM NameScan Integration (Lite) User Guide

Back to previous page


  All products

SuiteCRM NameScan Integration (Lite)


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

  1. Log in to your SuiteCRM account.
  2. Navigate to your Admin Panel.
  3. In the bottom-right corner, locate SuiteCRM 8 NameScan Integration by Outright Store.
  4. Click on SuiteCRM 8 NameScan Integration Configuration to open the setup page.


Step 2: Creating a New Record

  1. Click Create to add a new record.
  2. Select the Contacts module.
  3. 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)
  4. Ensure all details are accurate to guarantee reliable search results.


Step 3: Configuring SuiteCRM 8 NameScan Integration Settings

  1. 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.
  2. Enter your API key (provided during registration).
  3. Click Save to apply the settings.


Step 4: Running a SuiteCRM 8 NameScan Integration Search

  1. After saving the configuration, click the Search on SuiteCRM 8 NameScan Integration button.
  2. SuiteCRM 8 NameScan Integration will scan its global database for matches.
  3. 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.