Users often assume that clearing all matches automatically closes the associated screening case, but these two statuses serve distinct purposes. “Match Cleared” means an analyst has reviewed an individual screening hit and marked it as No Match or False Positive. This action resolves the specific match but does not complete the overall screening case. “Case Closed”, on the other hand, indicates that all matches within the screening batch have been reviewed, verified, and finalized. In Fenergo, a case may contain multiple matches — even if all are cleared, the case remains open until manually closed or until an Auto-Close configuration (such as Auto Close on All Cleared) completes the process.
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What is the difference between “Match Cleared” and “Case Closed” statuses in the Fenergo screening dashboard?
Best answer by jawadkhan
Match Cleared: An analyst has marked an individual screening hit as No Match or False Positive. This updates the record’s resolution but doesn’t close the entire screening case.
Case Closed: Indicates that all matches within the screening batch or case have been reviewed, verified, and finalized.
In Fenergo, a screening batch (case) can contain multiple matches. Even if all are cleared, the overall case remains open until explicitly closed or until an Auto-Close configuration (where Auto Close on All Cleared is enabled) completes the process.
Best Practice: Always close the case manually after all matches are resolved to ensure the Return Screening Results to Provider task executes and audit records are complete.
Match Cleared: An analyst has marked an individual screening hit as No Match or False Positive. This updates the record’s resolution but doesn’t close the entire screening case.
Case Closed: Indicates that all matches within the screening batch or case have been reviewed, verified, and finalized.
In Fenergo, a screening batch (case) can contain multiple matches. Even if all are cleared, the overall case remains open until explicitly closed or until an Auto-Close configuration (where Auto Close on All Cleared is enabled) completes the process.
Best Practice: Always close the case manually after all matches are resolved to ensure the Return Screening Results to Provider task executes and audit records are complete.
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