March 01, 2019
You can now integrate preclearance data into Vigilant. Use the Preclearance tab to add and store contribution requests to the platform, helping keep your workflows streamlined and centralized, and easily share data across the team.
In the next few months, we’ll be adding additional functionality to automatically match pre-cleared contributions directly to records detected, letting you quickly and easily reconcile records in the platform.
Exclude contributor addresses and employers
Customers can now exclude false positives using address or employer information on the record. For example, if you’re monitoring a common name like Andrew Allen, and know the Andrew Allen in Westbury isn’t the person you want results for, you can set up a filter to remove results for addresses in that city. Here’s how: