Configure Adverse Monitoring

This guide walks you through the required post-installation steps to set up the Adverse Monitor Search functionality for a specific Monitor List object in your Salesforce org.

The component can auto-populate Search Start Date and Search End Date based on a configurable date range. This is managed via Custom Metadata.

Steps to Configure Default Date Logic:

Step 1: In Setup, go to Custom Metadata Types → Clear Common Setting.

Step 2: Find the entry labeled DefaultMonitorResultDateRange.

Step 3: In the Value field, enter an integer (e.g., 30). This number defines the number of days before today that the Search Start Date should default to.End Date = TodayStart Date = Today – N days (where N is the value entered)
Example: If the Value = 30, then: End Date = June 4, 2025Start Date = May 5, 2025

Steps to Schedule Batch from Apex Scheduler

Step 1: Navigate to Scheduled Jobs and click on Scheduled Apex.

Step 2: Enter the required details, such as the Job Name, and select BatchMonitorListResult as the Apex class to schedule.

Step 3: Configure the frequency, start date, and end date, then click Save to schedule the job.

Go to Setup > Quick Find > Custom Settings

Click Manage next to Thomson Reuters API

Click New and fill in the fields

Save the record after completing all fields.

• Go to Setup > Quick Find > Remote Site Settings

• If not already present, click New Remote Site

  • Name: TR_Clear_API

  • URL: https://s2s.beta.thomsonreuters.com

    • Active: ✅

      
      

      

• Save the setting.

To set up the credentials, you will first need to obtain the certificate from the provider. Once you have the certificate, follow the steps below to upload it to your Salesforce org.

Once the above steps are completed, users will be able to perform Adverse Monitor Searches from Monitor List records with accurate pre-filled dates.Let me know if you'd like this in a downloadable format or accompanied by visuals/icons!