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Engage and Business Results Endpoints- Sandbox Testing

This article will show you how to test for all the results available for the CDD workflow step and Business Sanctions Report.

Tess Brown avatar
Written by Tess Brown
Updated over a week ago

Engage Endpoints

A CDD report in Legl will deliver a pdf document with all of the results. Our APIs allow for a breakdown of those results to be deliver as metadata. This can be used for various purposes, the most common of which is to automatically mark a report with an overall result of clear as reviewed, thereby removing the need for manual intervention.

Responses> steps> results_data

Overall Result

To get an overall result as clear: fill in your own details and a non-UK address.

To get an overall result as consider: fill in your own details and any UK address.

Nested Results

There are then 5 more results nested under overall result. Firms in the past have wanted to use individual results to dictate further actions. For example if a PEP and Sanctions report comes back as consider, one might wish to trigger an enhanced due diligence workflow.

Below is an explainer of each result and how to simulate a clear, consider and not applicable outcome.

Result

Explainer

Clear

Consider

N/A

id_data_validation_result

This check is validating and displaying the details of the ID document, that it is a form of ID that can be used and that the ID details match that given by the client.

Follow normal CDD journey

Put the last name as ‘Consider’

N/A

identity_validation_result

This check utilises credit agency data, voting register data, and telephone database data alongside mortality lists to verify an individuals’ identity.

Follow normal CDD journey

Put the last name as ‘Consider’

If an address outside of the UK is supplied.

biometric_results

This check is using various methods to verify the authenticity of the biometric video submitted by the client.

Follow normal CDD journey

Put the last name as ‘Consider’

N/A

peps_and_sanctions_result

This check surfaces if a client appears on a database as being sanctioned or if they are a political exposed person.

Follow normal CDD journey

Put in ‘Robert Gabriel Mugabe’ in the first name, middle name and last name fields, and have the DOB year as 1924

N/A

financial_checks_result

This check surfaces if the client has any county court judgements or checks against their record by a debt collection agency.

Input the following details:
Full name: BONIFATE JOHN MASOOD

DOB: 12-05-1983

Address: 607 CROMWELL ROAD, ELY, CB6 1AS

Follow normal CDD journey

If an address outside of the UK is supplied.

Business Endpoints

There are 3 possible reports that can be retrieved with our business endpoints: company, financial and sanctions reports. The company and financial reports do not have clear or consider, but sanctions reports do. Below is how to simulate clear and consider results.

Responses>overall_result

Results Title

Explainer

Clear

Consider

overall_result

This check surfaces if a business appears on a database as being sanctioned.

Do a company search for Lush

Do a new business search for Coral Energy Limited or Company no. 10201045

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