How to cancel a pending WealthPoint screening in ResearchPoint

Some users find that a pending screening needs to be cancelled. This can be necessary if a screening hangs and does not complete in the expected time frame (30 seconds to 2 minutes for individuals, 5 minutes to 2 hours for lists depending on the number of prospects in the list.)

Article Number: 97380

Products:

ResearchPoint

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

NOTE: There may occasionally be a screening that is not visible to users and Support will have to cancel it. If this is the case please Contact Support and reference this Knowledgebase article.

Environment

Affected Product ResearchPoint

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