Bulk decisioning for matches during Inquiry Review

iCAD reviewers can now apply the same decision to multiple matches at once on the Inquiry Review page in the Grid Review UI, instead of updating each match one row at a time.

Select matches using the new checkboxes in the Entity Matches or iList Matches table, then choose Bulk update. Each table works independently, so selecting matches in one does not affect the other.

What you can update

• Entity matches: Status, Reason Code, Grey List, Additional Research Performed, and match note.
• iList matches: Status, Reason Code, and match note. 

Grey List is available when it is enabled for your firm, and Additional Research Performed is available when AI Review is enabled.

How it works

• Entity match selections stay in place as you change pages, page size, or sort order. The Select All checkbox in the Entity Matches table selects the current page only.
• If a bulk update would overwrite a saved Status, Reason Code, Grey List, or Additional Research Performed setting, you will see a confirmation with the number of matches affected before saving changes.
• Match notes are added to each match’s note history and do not overwrite existing notes.
• Bulk updates are saved right away and do not complete the inquiry review. You can still edit individual matches after bulk updating.
• If a selected match cannot be updated, for example because the review was reassigned, the selected matches are not updated and you will see why.

iList Upload History, upload validation, and email notifications

iList uploads now give you clearer results and more confidence in your data. When you click Submit in the Grid Review UI, your file is checked before processing, and errors appear on screen with an option to download the complete list for a single round of corrections. After you confirm, the upload runs in the background and you can follow it on the new iList Upload History page, found on the renamed iList tab. Web and SFTP uploads both appear there with a status of Processing, Succeeded, or Failed. Each upload is applied completely or not applied, so a failed upload leaves your list exactly as it was. A new Last Successfully Updated date on the Manage iLists screen also shows at a glance whether each list is current.

Email notifications are also available, but they are not turned on automatically. To receive an email when an upload succeeds or fails, please request setup from your Moody’s representative and tell us which email addresses should be notified and whether you upload by web, by SFTP, or both. Once your firm’s notifications are set up, each email includes a View Details link that opens the matching entry in your upload history. You can check results in iList Upload History whenever you like, with or without email alerts. For more information on this feature, see the iList documentation.