Admin Guide

This Setup Guide offers a detailed, step-by-step walkthrough to help you configure and activate Cloud Maven’s CLEAR + Thomson Reuters product within your Salesforce org. Key features organize each section to ensure a streamlined and effective implementation experience.

This section guides you through configuring the necessary credentials to connect your Salesforce org with the Thomson Reuters (TR) API, ensuring secure and authorized access to TR services.

Setup CLEAR Credentials

A step-by-step walkthrough to integrate CLEAR into any Salesforce Org using the Criminal Checker managed package.

Configure CLEAR ID Confirm & Risk Inform

It is a process typically used in risk management and compliance systems (like Salesforce integrated with Thomson Reuters or similar services) to continuously monitor individuals or businesses for new negative or "adverse" media

Configure Adverse Monitoring

An Ad-hoc Adverse Media Search is a manual, on-demand search initiated by a user to check for negative or risk-related media coverage on a specific person or business, outside of the regular or automated processes.

Configure Ad-hoc Adverse Media Search

A Monitor List is a group or collection of entities (Persons or Businesses) that are actively enrolled in Adverse Media Monitoring.

This list is maintained by the system (e.g., Salesforce integrated with Thomson Reuters or a similar provider) to continuously track those entities for any new adverse media coverage over time. We can create and add records to the Monitor List

Configure Monitor List & List Members