March 01, 2019

March 2019 Update: Address Filter And Preclearance

Preclearance lists
You can now integrate preclearance data into illumis. Use the Preclearance tab to add and store contribution requests to the platform, helping keep your workflows streamlined and centralized, and easily share data across the team.

In the next few months, we’ll be adding additional functionality to automatically match pre-cleared contributions directly to records detected, letting you quickly and easily reconcile records in the platform.

Exclude contributor addresses and employers
Customers can now exclude false positives using address or employer information on the record. For example, if you’re monitoring a common name like Andrew Allen, and know the Andrew Allen in Westbury isn’t the person you want results for, you can set up a filter to remove results for addresses in that city. Here’s how:

Please Note: This post was updated in June 2020 to reflect our company’s new name: illumis


news
We started Vigilant with a clear problem in mind: government records are far too difficult to access. This impedes transparency, and makes it harder for people who need access to this information to do their jobs. Over the last four years—whether it’s wrangling antiquated databases, messy archived documents, or records scattered between hundreds of balkanized datasets—we’ve worked to enhance transparency and make it easier to access public data.
compliance updates
We’ve been working closely with our customers to build a more streamlined political contribution monitoring system. Today, we’re excited to introduce the newest release on our political contribution monitoring platform: preclearance record matching.
compliance updates
We’re excited to announce we’ve added a streamlined, fully-customizable preclearance tool to illumis’ political contribution monitoring solutions. Our preclearance feature ties political contribution preclearance data and monitoring data together in a single workflow for the first time, enabling significant automation to save time and improve processes for compliance teams across the financial services industry.