Screen an Individual and View the Report

1. Before you start

Use an Individual quick screening to check a person's name against watchlist sources and review adverse media and background information. The results and report are retained as a screening record.

You need the person's full name, the country they are associated with, and access to run screenings. Each Individual quick screening uses one screening credit.

Worked example

Full Name: Halimah binti Hussein

Country: Malaysia (MY)

The example shows results returned when this guide was prepared. Your results may differ as source information changes. A quick screening does not create a maintained Entity or set ongoing monitoring.

Watch the workflow

Follow the same example from entering the details to opening its report. The video is silent with captions; processing waits are shortened.

Watch the walkthrough Read the transcript

2. Enter the details

Open Individual Screenings from the sidebar.
Choose New Individual Screening. The Dashboard's Create Individual Screening button opens the same form.
Enter the person's Full Name. Use the name you need to screen, with accurate spelling.
Choose Country. Search by country name or code. This is the country the person is associated with, such as where they live or work.
Check both fields, then select Create once.

Use Create for this workflow. Create & create another leaves you ready to enter a further screening.

Unsubmitted Individual Screening form with Halimah binti Hussein and Malaysia selected — Figure 1. Check the full name and country before selecting Create. This form has not yet been submitted.

3. Follow progress

After submission, Kyboa opens the screening record and runs its checks automatically. The page updates while processing continues.

Confirm the name and country on the saved record.
Watch Screening Status and Pipeline Progress. Checks may be pending, running, or waiting before they complete.
When the report is ready, use View Report or Download PDF.

Submit once

A processing wait does not mean the screening was lost. Keep the saved record open, or return to it from Individual Screenings. Submitting the form again creates another screening.

Saved Individual Screening showing automated checks in progress — Figure 2. The saved screening tracks the checks while they run in the background.

4. Check the results

On the completed record, confirm the subject details and review the Status, Risk Rating, and Confidence Level. Check that the pipeline has finished before reading the report as a completed screening.

The risk rating and confidence level describe the screening output. They do not replace checking whether a returned record refers to your subject. Read the report's matching rationale and cited sources before drawing a conclusion.

Completed screening for Halimah binti Hussein with risk rating, confidence level and report actions — Figure 3. Review the completed screening and its report actions.

Pipeline Progress on the completed Individual Screening — Figure 4. Pipeline Progress shows the recorded completion of each automated check.

5. Read and download the report

Choose View Report on the screening record.
Start with the Executive Summary, then read the subject information, watchlist matching, adverse media, and background sections.
Check the source evidence and appendices where they explain a match or the scope of the checks.
Choose Download PDF to save a copy. This action is available on both the screening record and the report page.

Online screening report for Halimah binti Hussein with its executive summary and Download PDF action — Figure 5. Read the online report and use Download PDF to retain a copy.

Open the example screening report PDF.

First page of the actual downloaded Halimah binti Hussein Individual Screening report PDF — Figure 6. The first page of the downloaded report. Open the PDF above to read the complete document.

6. Find the screening again

Return to Individual Screenings.
Use Search to find the person's name. You can also use the status filter.
Check the country, created date, and screening reference if the name appears more than once.
Choose View to reopen the record, then View Report or Download PDF.

Individual Screenings list filtered by Halimah, showing the saved example screening — Figure 7. Search the Individual Screenings list to return to the saved screening.

7. Common questions

Situation	What to do
A required field is missing	Complete Full Name and Country, then submit once.
The screening is waiting	Check Pipeline Progress and any retry information. Return to the same saved record; avoid creating a duplicate while it is processing.
The screening is completed with unavailable sources	Read the warning and report limitations. A degraded result may be incomplete.
The screening failed	Read the error details on the record. Contact support with the screening reference if help is needed.
View Report is not yet available	Wait for report generation to finish and check the screening status.
A match has the same name	Read the matching rationale, identifiers and source evidence. Name similarity alone does not establish identity.

8. Check completion

The saved subject name and country are correct.
You have checked the final status and any source limitations.
You have read the report and assessed relevant matches and sources.
You have downloaded the PDF if a retained copy is required.
You can find the record again in Individual Screenings.