- Log into ResearchPoint
- Click on Prospects tab from the top menu bar
- Under the Configuration section, click Wealth and Ratings Data
- Select the tab WealthPoint Screening History
- If your screening does not appear under WealthPoint unresolved screenings, click the Filters button and change the Date submitted to All
- Click the round chevron button to the left of the screening to be cancelled
- Click the Cancel button
- Then re-screen the record
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