Overview
We are excited to introduce key enhancements to the Moody’s Grid Screening Review workflow. Designed to streamline review cycles and strengthen compliance record-keeping, this release introduces auto-save capabilities, flexible adjudication modes, and decision rationale tracking—ensuring review progress is never lost and decisions are auditable.
Key Highlights
Automatic Progress Saving & Asynchronous Reviews
Never Lose Progress: Match adjudications and dispositions now auto-save continuously. Reviewers handling high-volume screening results can pause and resume reviews across multiple sessions without losing unsaved changes.
Persistent State: Dispositions remain securely saved even if you navigate away from the page or close your browser session.
Last Saved Timestamp-A dynamic timestamp displays the exact time your changes were last saved, providing clear visibility and reassurance that adjudications and rationales are preserved before navigating away.
Save failure recovery — if a save fails, the saved checkmark turns red; hovering over it tells users that clicking it will retry saving the current state
Documented Match Rationale for Audit Readiness
Decision Logic Tracking: Document specific reasoning directly within the See Details drawer for each match.
Rationale Visibility: The primary match list clearly indicates which match dispositions include recorded rationales.
Decision Integrity Flagging: If an adjudication decision is modified after a rationale has been entered, the system automatically flags the match to ensure documentation remains aligned with the final verdict.
Streamlined, Multi-Modal Adjudication
Choose the review method that fits your workflow:
Single Match: Quickly adjudicate individual matches directly from the main match list.
Bulk Adjudication: Select multiple matches—or filter by status—to apply dispositions across groups in seconds.
Detailed In-Drawer Review: Review extended entity data, record rationales, and seamlessly step through matches one by one without leaving the side drawer.
Dynamic Sync & Review Finalization
Instant Syncing: Actions taken inside the detail drawer update the primary match list in real time.
Review Finalization: Once all match dispositions are recorded, the Finalize button is enabled. Finalizing locks the screening review to prevent accidental modifications and preserve audit integrity.
Availability & Setup
Who is this for? Available to all GAN customers with Moody’s Grid screening enabled.
How to get started: This update is available out of the box—no extra configuration or setup is required.
DEMO
Last Saved Timestamp
Single Match Adjudication
Bulk Adjudication
Detailed Review Adjudication
Match status Flagging when decision is changed after rationale is added
Finalize Review when all dispositions are recorded