Third-Party list

In classic Third-Party Manager, use the third-party profile (3P Profile) to view all details of a third-party and perform actions including:

• Manually add a third-party. See Adding a third-party in classic Third-Party Management.

• Perform initial review of a third-party on 3P Monitor. See GDC and MM hits.

When you select Dashboard then Third Party Management on the left menu, the following tabs display:

• Third-Party list: Filter a list of third-parties.
• Third-Party list: Review the 3P Monitor and escalate for investigation, if needed. You can also review more information on the third-party.

• Third-Party list: Identify records that require review.

The Third Party List tab shows a list of third-parties which can be filtered by the criteria shown. Select to set the search field A field is a way to input information, often a question., for example, on Company, Profile #, Owner, and so on. Complete other filters, as needed. Select Reset View to clear filters or searches. You can select a column to change the display order.

You can select the AP button to review only approved third-parties. The filter options show: Options: Approval: Approved. You can select Reset View at any time to remove the filter.

You can select the Add Profile button to add a profile. See Adding a third-party.

In modernized Third-Party Manager, you can quickly create a new third-party record from the Dashboard or Third Party Management module.

1. Select + Add Third Party.

   A side panel opens with a guided, three-step workflow A series of tasks generated based on an event or form submission.
   

2. Enter the required details across structured sections to create the record.

Adding a third party in modernized Third Party Management

1. Select + Add Third Party either from the Dashboard view or go to Third-Party Management home view from the navigation panel.

   This opens a side panel Add / select third party for you to enter all the required details.

2. Choose the required details from the Type The type of third party, for example, Channel Partner, Vendor, Supplier, or DO NOT ENGAGE. of third party and Category dropdown menu.

3. Enter an Official name.

   The Matching Records section displays identical records, allowing you to cancel the current record creation and view the associated record’s company profile.

4. Select Next to go to Edit details section to add official name, address, and department details. Ensure all mandatory fields are filled before selecting Next.

5. In the Summary section, review the record details thoroughly and then select Save to create the record.

The Third Party Management screen organizes records into two main tabs to clearly separate work-in-progress items from those ready for approval. The List of 3Ps tab shows all third-party records, including those still in progress that require additional actions. After all the required steps are completed, the records move to the Pending Review tab, which contains third parties that are fully prepared and awaiting final approval.

For existing records, switch between statuses in the Third Party Management home view to review, analyze, or approve them. Use the following tabs to compare and manage records without navigating to different screens:

• All Provides a consolidated view of all third parties, regardless of status Third-party Status used for searching, for example, Active or Inactive. Approval Status is a subset of the Status. See Approval Status. Case Status used for searching, for example, Only Open Cases or Only Closed Cases..

• Pending Shows third parties that are still in progress. These entries may be missing required information or actions and are not yet ready for approval.

• Approved Displays all third parties that have completed the process and received approval. This was the only view available earlier.

Find records faster with improved search capabilities. Apply filters to narrow down results, use search to quickly locate specific records, and combine both for more precise results. You can also export the results for further analysis or reporting.

Adding a third-party in classic Third-Party Management

New third-parties can be entered manually, via API Application Programming Interface (API) is the developer interface for the platform. Use the API to develop your own applications., or by request through an internal intake form A form is a questionnaire to gather information.. All newly created third-party profiles are initially assigned a Pending status.

If a business sponsor submits an internal intake form via Open URL (for example, http://yourcompanyname.securimate.com), a case Assigned to a third party profile related to a questionnaire sent for response, due diligence investigation, or other action. is created. To link the case to a third-party profile, go to Case Management, Case List, and select the broken link.

Follow these steps to manually add a third party if the third party is not added via an intake form or the API:

1. From your dashboard, select ADD THIRD PARTY or, from the Third Party List tab, select the Add Profile button.

2. Complete the required information or select a possible match from Possible existing matches.
   
   

   Important

   Street address and city are not required on the profile record, but they are required for a case investigation. An error occurs if the information is missing when a case is triggered.

3. Select Continue | Enter Details.

4. Complete further relevant and required information. Optionally, enter a INTERNAL ID as a unique identifier for the profile, possibly to align with other systems managing third parties.

5. Select Continue | Review.

6. Review the summary information and select Create Profile. A message displays indicating Third-Party Manager is performing initial screenings. You can view the third-party profile and see the 3P Number which is Third-Party Manager's identifier for the profile.