Leela
KYC / CIP / KYB
KC-08

Re-screen the customer book on list changes and review on triggers

Requirement

The existing customer book, principals, and beneficial owners are re-screened whenever the sanctions lists change, and adverse media, an ownership change, a regulatory action, or a sponsor bank request triggers an out-of-cycle review rather than waiting for the next scheduled one.

Trigger

Continuous

On every watchlist update; promptly on any trigger event

Action

Run the delta screen on each list update, investigate hits, and open a review the day a trigger event is known.

Evidence
  • Re-screening log

    List version, date, customers screened, hits and dispositions

  • Out-of-cycle review record

    Trigger, date opened, outcome

Owner

Operations

Leela can
Automate

Leela can perform the work through your connected systems.

Leela can re-screen the book on each list update and open the review when a trigger lands.

Applies

Tell Leela about your company to see whether this applies.

Status
Setup needed

Tell Leela how you handle it today, or hand it over: see what’s next.

What’s next?