New third-parties can be entered manually, via API
, or by request through an internal intake form. All new third-party profiles are in Pending status when entered.
If a business sponsor submits an internal intake form via Open URL (for example, http://yourcompanyname.securimate.com), a case 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:
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From your dashboard, select ADD THIRD PARTY or, from the Third Party List tab, select the Add Profile button.
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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.
- Select Continue | Enter Details.
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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.
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Select Continue | Review.
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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.
Once the third-party profile is complete, you can send a due diligence questionnaire. See Sending a questionnaire.
For more information about third-party profiles, including other actions you can take, see Third-party profiles (3P Profiles).
If you have engagements enabled, you can add one or more engagement. For details, see Engagements.
