Thomson Reuters CLEAR
Thomson Reuters CLEAR
Breadcrumbs

Maker and Checker Document

Overview


This document ensures all required configurations and validations for Adverse Media Search Integration are completed and verified through a Maker-Checker approach.
Each item must be marked TRUE once completed by the Maker and validated by the Checker.

Legend

Term

Role Description

Maker

Responsible for executing the setup/configuration

Checker

Responsible for reviewing and validating the setup

Implementation Details

Client / Organization

 

Implementation Date

 

Document Version

v1.0

Document Owner

 

Configuration Checklist

#

Checklist Item

Maker

Checker

1.1

Configured Remote Site Settings
  • Completed
  • Verified

1.2

Configure Custom Field Mappings for CLEAR Integration in Custom Metadata (Clear Mapping )
  • Completed
  • Verified

1.3

Thomson Reuter API (Credentials and Endpoint)
  • Completed
  • Verified

1.4

Feature Entitlement (Features that we need to enable)
  • Completed
  • Verified

1.5

CLEAR Buttons are Created on the Source Object.
  • Completed
  • Verified

1.6

Assign Thomson Reuter CLEAR Permission Set to User
  • Completed
  • Verified

1.7

Lookup Field for Source Object on TR
CLEAR Search Result, TR CLEAR ID Confirm and TR CLEAR is created
  • Completed
  • Verified

1.8

Related List is present on Source Object
  • Completed
  • Verified

Instructions

  • Use this checklist during the implementation and deployment of the Payment Connect app.

  • Check items off only once they are configured (Maker) and reviewed (Checker).

  • Log any exceptions, deviations, or follow-up items in the Notes column.

  • This checklist should be version-controlled and retained within the implementation workspace for audit purposes.