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Screening reads the public posts of each person in a group. It looks for threats to the place or occasion that the group is for, and to the people that the group protects. A group is one list of people that you screen together. Examples are the guests of an event, the contractors of a site and the visitors of a building. You give NoResponse the group and its list of people. You can use the console or the API. Both use the same routes.
The test environment screens with stand-ins that find no accounts. A live screening answers 409 screening_unavailable until live screening opens.

Create a group

In the console, open People and click Create group. One dialog takes you through four steps: Details, List, Columns and Screen. The console sends nothing until you click the button of the last step. The first step asks for these fields: To create a group with the API, send POST /v1/workspaces/{workspace_id}/groups/{environment} with a key that has the groups scope. The principals field holds the people to protect.
Create a group

Import the list of people and screen it in the console

Click Continue on the first step to go to the list. You can also add people to a group that you created before. Open the menu of its row, or the menu on its page, and click Import people. The dialog then starts at the List step.
1

List: choose the file

Drop a CSV file on the dialog, or click to choose one. The file has one heading row and one person in each row. Commas, semicolons and tabs can separate the fields. The console reads the file in your browser. If you do not have the list yet, click Create without a list. You can import the list later.
2

Columns: say what each column holds

The console guesses each column from its heading. Look at each guess and change it if necessary. The console shows the first five rows as it will send them. Columns that you do not need, such as dietary requirements, stay as Skip this column.
3

Screen: check the match quality and start

Match quality counts the rows by what they give the screening to find each person. It counts rows with a handle, rows with an email or a phone and no handle, and rows with only a name. A row with no handle gets the match No profile to check on a platform that a screening reads from handles only. Its email and phone are still looked up, but nobody looks for its profile. Choose the platforms to read. The depth is Standard. Then click Screen. If you want to import the list and not screen it, clear Screen them as soon as they are imported and click Import.
When you click Screen, the console creates the group, sends the rows in batches of up to 500 and starts the screening. A progress bar counts the people that NoResponse added, updated or found already there. If a batch fails, click Try again. The console sends the same batch again with the same Idempotency-Key, so NoResponse adds no person two times. The console then opens the page of the group, where a progress bar shows the screening. The console cannot tell you the cost before the screening starts. NoResponse gives its estimate when the screening starts, and the console shows the estimate on the page of the group at that moment. If the estimate is more than the remainder of the daily screening spending limit, NoResponse answers 409 screening_cap_exceeded. The screening does not start and you spend nothing. If a screening does not start, your list stays imported. The console opens the page of the group and a notice there tells you the cause. Click Screen people on that page to try again. The console recognises these headings. It ignores case, spaces and punctuation in a heading. A role tells your team who has more access to the people you protect: Guest (a ticket holder), Crew, Vendor or Press. The console reads the common words for each, ignoring case: The console refuses no row for its role. A row with a role that it does not recognise, such as Speaker, imports without a role, and a sentence under the preview counts these rows. A row without a role has no role. The console does not assume that it is a guest. Each row must have a name. The console deletes the @ and the profile address from a handle. It writes a phone in international form. A phone without its country code, such as 020 7946 0000, is not sent. Write it as +44 20 7946 0000. Before the import, the console lists each row that it cannot send, with its line number and the reason. NoResponse matches a person by your ID for the person first, then by email, then by phone. If you import the same file again, NoResponse updates the people. It does not add them two times. If only the role of a person changed, the person keeps the results of earlier screenings.

Add one person from Lookup or an account

You can add one person to a group without a file. Open a Lookup result or the page of an account and click Add to group. You must have permission to change groups. If you do not have this permission, the button does not show.
  1. Select the group. You can search by name, venue or host. The list shows the groups of the environment that you are in. Upcoming groups are first.
  2. Make sure that the details are correct. The console fills in the email, the phone and the name from the page. If the page found an account on a platform that NoResponse screens, the console also fills in the handle. If the page has no name, type the name. Each person must have a name.
  3. Click Add to group.
The result is one of these: If the person is already in the group, the person keeps all the details that the group has. The console adds only the new details. Click Open person to see the person. The console does not start a screening. The next screening of the group screens the person.

Send people with the API

Send up to 500 people in each POST /v1/workspaces/{workspace_id}/groups/{environment}/{group_id}/people. A body can have at most 512 KiB. Each batch needs its own Idempotency-Key. If you send a batch again after a failure, use the same key. The answer tells you how many people each batch created and updated.
Add a batch of people
A group holds at most 20,000 people. If you send the same key with a different body, NoResponse answers 409 idempotency_key_reused.

Screen the people

The flow above starts the first screening. To screen a group at a later time, open the group in the console and click Screen people. After the first screening, the button is Screen again. The dialog tells you how many people the screening reaches. It reaches each person that no screening reached before. It also reaches each person that a reviewer marked Watch or Escalated. Choose the platforms to read. The depth is Standard: the bio and the last 100 posts of each account that the screening finds. Click Start screening. The console tells you the estimate of the cost when the screening starts. The console sends POST /v1/workspaces/{workspace_id}/groups/{environment}/{group_id}/screenings with one Idempotency-Key for each time that you open the dialog. If the answer gets lost and you click again, NoResponse starts one screening, not two. A screening can run for minutes or for hours. While it runs, the console reads the group again every 5 seconds. The progress bar under the summary counts the people screened, and the button says Screening now. You can close the page. The screening continues.

When the screening finishes

A screening takes minutes to hours. You do not have to watch the console:
  • The member who started the screening from the console gets one email. It gives the counts by band and links to the group. It also counts the people with no accounts found and those not fully covered. It names no person.
  • Your verified webhook endpoints get screening.completed with the same counts.
  • They also get person.flagged for each person that the screening flags, and person.decided for each decision that a reviewer records.

Work the roster

The page of a group has four tabs: Above the tabs, the summary counts the people and the people screened. It also counts the people flagged in each band and the flagged people that wait for a decision. The match tells you how sure the screening is that it found the accounts of the person: Use the search box and the Band, Decision and Role filters to find people. Role also has Not stated, for people without a role. The address of the page keeps the filters, so you can share a filtered view. Click a row to open the page of the person.

Review a person

The page of a person shows the name, the match, the highest finding and the decision at the top. Previous record and Next record go through the roster in the order of the list that you opened it from. The page has four tabs: A clean result is only as good as what the screening could read. Before you clear a person with no findings, look at the accounts found and the posts read on Summary. The screening reads the text and the pictures of posts. It does not read videos. Analysed on Summary tells you how many items it analysed, for example 168 of 180. It also tells you why it did not analyse the others, for example 12 videos. The roster and Findings also tell you how many items it did not analyse. A finding can be in those items. If the screening analysed all the items, Analysed shows All. To record a decision, click Cleared, Watch or Escalated at the top of the page. Write a note for your team and click the button that marks the decision, such as Mark Watch. The console sends POST /v1/workspaces/{workspace_id}/groups/{environment}/{group_id}/people/{person_id}/review. The decision shows on the roster, in Activity, in the export and in the audit log. Your webhook endpoints get person.decided. To record a decision, your role needs groups.review. Without it, the page shows no decision buttons. If an account on Profiles belongs to a different person, click Not this person on its card. NoResponse cannot set aside one account yet. Thus the console records a decision with a note that names the account. The decision is Cleared when no other account has a finding. It is Escalated when a different account still has a finding, so that a reviewer looks at it. The dialog tells you which decision it records before you click.

See what a Lookup found

Before a screening looks for the profiles of a person, it looks up their email, their phone and the accounts on your list. A Lookup does the same work. Summary shows the result in the Lookup section, with the same cards as the Lookup page: Each result is one of these: Partly covered and Not covered also show the reason, for example that the source did not answer in time. Not covered is not a clean result. A Lookup is context for your decision. It never sets a band, a match or a decision, and it is not on Findings. Only the posts of the person make a finding. If your role cannot read evidence, the cards show the facts and the counts, but not the platforms and the websites. The person’s report gives the same data in lookup. details is only for a member with evidence.read or a key with the detailed or evidence scope. If the latest screening ran before NoResponse looked up people, the report has no lookup. The section then says that the person was not looked up yet.

See the other groups of a person

If the same email or phone is on the list of a different group, Summary shows Other groups. The list includes groups before and after this group, in the same workspace and the same environment. The newest group is first. Each row shows the name and the date of the group and the details that are the same. It also shows the decision that a reviewer recorded in that group, with the author and the date. Click the name of the group to open the person in that group. If the person is on no other list, the page does not show Other groups. The person’s report gives the same data in other_groups: the 20 most recent rows in items, and the number of rows in total. matched_on tells you which details are the same: email, phone or external_id. The same external_id without the same email or phone is not a match. You can use a ticket number again in a different group. Other groups is a record of the past. It does not change the screening, the match, the highest finding or the decision of the person in this group. Each group keeps its own decision. NoResponse reads the other groups each time you open the report. If you delete a group, it goes from the other groups of each person immediately. Test groups and live groups never show each other.

Export the roster

Click Export to download the roster as a CSV file for your team. The console reads the full roster and makes the file in your browser. The file has these columns: Name, Email, Your ID for the person, Role, Match, Highest finding, Decision, Note and Screened. Screened is an ISO 8601 time in UTC. If a value starts with =, +, - or @, the file starts it with ', so that a spreadsheet does not run it as a formula.

Change a group

Settings saves the group with PATCH /v1/workspaces/{workspace_id}/groups/{environment}/{group_id} and the expected_version of the group that you opened. If a different person changed the group after you opened it, NoResponse answers 409 group_conflict. The console keeps your changes and asks if you want to discard them or keep them. If you change the start, the end moves with it, so the group keeps its length. Groups and screenings describes each route, its fields and its answers.