Item catalog / Disclosure templates

Disclosure templates

A template is a reusable credential ask that a screener can attach to the initial invitation — before any screening list exists. It names catalog items; the subject's answers are matched to the real screening items when the request is claimed.

4 templates

  • Basic screening pack

    basic-screening

    Identity, address and professional certifications — covers the basic depth tier in one ask.

    Core identityProof of addressProfessional certifications

    Shown to the subject: “Please share the basic screening pack: identity, current address and professional certifications.”

  • Core identity

    core-identity

    Identity, citizenship and address — the minimum to anchor who we are screening.

    Core identityCitizenshipProof of address

    Shown to the subject: “Please share proof of identity, citizenship and current address to anchor your screening.”

  • Professional credentials

    professional-credentials

    Certifications and the right to work — the standard opener for a professional engagement.

    Professional certificationsCyber security certificationsRight to work

    Shown to the subject: “Please share your professional certifications and right-to-work evidence so we can begin your screening.”

  • Right to work

    right-to-work

    Identity plus right-to-work status, for engagements where eligibility is the gating question.

    Core identityRight to work

    Shown to the subject: “Please share proof of identity and your right-to-work status.”