Navigating Intapp Conflicts

Navigating Intapp Conflicts

The Foundations for Conflicts Analysts training course is a comprehensive program that educates analysts in the recognition, analysis, and resolution of conflicts.  Navigating Intapp Conflicts is the first module in the program, covering the fundamentals of conflicts terminology, conducting basic searches using Intapp Conflicts, and interpreting the results.  This module is available on demand and is provided free of charge.

Topics

Overview of Intapp Conflicts layout

  • Navigating dashboard

Conflicts database content

  • Client | Matters | Parties
  • Black Book entries
  • Corporate Family | Beneficial Owners

Constructing a search

  • Developing a strategy
  • Search enhancers
    • Saved Search Terms
    • Synonyms
    • Stop Words
  • Third Party search integrations for corporate family

Conducting and working with search results

  • Columns and views
  • Applying business rules and filters (Intapp leading practices)

Interactive reporting

  • Notes | Resolutions | Flags
  • Communication and escalation

Advanced Conflicts

  • Bulk searching
  • Dividing searches
  • Cloning searches

Who should take this course?

  • Navigating Intapp Conflicts is designed for Conflicts searchers and analysts who are new to using Intapp Conflicts.
  • Conflicts Analysts can take either Foundations for Conflicts Analysts (US or UK) or Leading Practices in Conflicts Searching, Analysis, and Resolution (US or UK) following completion of the Navigating Intapp Conflicts module.

What will you learn in this course?

Upon completion of this course, you will be able to:
  • Understand the content of a conflicts database, including clients | matters | parties, black book entries, and corporate family trees
  • Perform conflicts searches using Intapp Conflicts
  • Work with Intapp Conflicts Black Books and integrated third-party research tools
  • Interact with search results
  • Apply business rules and filters to refine conflicts search results
  • Sort and group search results
  • Interact with search results
  • Work with interactive conflicts reports
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