To speed up the searches in ResearchPoint, cancel the unresolved searches by following the steps below:
  1. Log in to the database and select Prospects (the word, not the drop-down arrow).
  2. Select Wealth and Ratings Data under the Configuration heading.
  3. Select the WealthPoint Search History tab.
  4. Under Unresolved searches, click on the Filter icon and set appropriate filters (i.e. Name: leave blank, Date submitted: All)
  5. Click Apply, and the Unresolved searches will populate below.
  6. Select Update Screening Status from the left-side toolbar.
  7. If any of the search statuses reflect Results Ready, highlight the searches and select Retrieve Results.
  8. Highlight each unresolved search not addressed in step 6, and select Cancel.