Upload a portfolio
Import a holdings file, match companies using available identifiers, and review unresolved rows before adding them.
Company screening platform
From policy rule to reviewable company decision.
Company Screener brings portfolio uploads, focused watchlists, source-backed company assessments, filtering, and change history into one connected workflow for investment and compliance teams.
Decision record
CS-0248
- Screen
- Antipersonnel mines involvement
- Policy
- Defence exclusions · v3.2
- Ownership
- Controlled subsidiary
- Evidence
- 3 decision sources
Outcome
Involvement identified
Rationale and source links attached
01 · Policy context
Make the applicable screening scope explicit.
A defensible result starts with a defined rule. Keep the policy basis, scope, selected screening criteria, and evidence expectations visible to the people applying them.
01Activity and product definitions
02Inclusion and exclusion rules
03Applicable regulations and policies
04Screen selection and display options
05Evidence requirements
06Review and exception rules
Clients can choose which screens and companies are relevant to their workflow. Those choices control the view; they do not rewrite the underlying company assessment.
02 · Portfolios and watchlists
Bring the companies you need to follow.
Start from an uploaded portfolio or create a focused watchlist. Review company matches before applying an import, then use available screens and filters to focus the results your team needs to see.
Portfolio import
Global Equity Portfolio.csv
248
Companies
38
Involvement identified
210
No involvement identified
Filter the resulting company view by the screens and options relevant to the portfolio without changing the underlying assessments.
Create focused watchlists
Add companies directly and organize them into lists for a mandate, theme, client requirement, or review priority.
Follow reviewed changes
Surface material updates affecting monitored company records so the team can decide whether another review is needed.
Change monitoring is intended to surface reviewed updates, not automatically replace an existing decision. Notification coverage and delivery options depend on the configured service.
03 · Evidence and ownership
Show how the evidence connects to the company.
A source is useful only when its role is clear. Record what it establishes, which entity it concerns, how current it is, and whether the ownership relationship brings the activity into scope.
Source register
PrimaryDecision source
Annual report
Entity and segment confirmed
PrimaryDecision source
Regulatory filing
Ownership percentage confirmed
SpecialistSupporting
Sector research
Activity independently corroborated
Ownership pathway
Company under review
Listed parent company
Controlled entity
67% ownership · source attached
Relevant activity
Included by policy rule 4.1
Ownership percentages are shown when reliable evidence supports them. Clients can filter available results by relevant options; they do not recalculate the underlying assessment using their own ownership threshold.
04 · Decision review
Keep the outcome simple. Put uncertainty where it belongs.
An evaluated screen has one of two outcomes. Evidence and workflow conditions remain qualifiers, so they explain the result without becoming competing decision states.
Involvement identified
The available evidence supports that the company meets the screen’s inclusion rule.
No involvement identified
The completed review did not identify evidence meeting the rule at the time assessed.
Not yet evaluated
A neutral placeholder until the screen receives an outcome. It is not an assessment result.
Qualifiers recorded separately
Evidence incompleteEvidence conflictingEvidence staleReview required
05 · Audit history and collaboration
Improve the assessment without erasing how it changed.
New sources, reviewer actions, client suggestions, and policy changes become events in the record. Earlier decisions remain available when a new result supersedes them.
Discuss your review workflow30 Jul 2026 · 14:32
Decision approved
Reviewer confirmed the outcome and supporting rationale.
30 Jul 2026 · 13:18
Evidence suggestion reviewed
A new filing was accepted as a decision source.
29 Jul 2026 · 16:45
Ownership pathway updated
Controlled subsidiary relationship confirmed at 67%.
12 Feb 2026 · 09:10
Prior decision preserved
Earlier outcome remains linked to policy version 3.1.
Operating controls
Designed for controlled compliance work.
The platform is structured to keep client context, review responsibility, contributions, and historical records explicit.
Workspace boundaries
Policies, portfolios, decisions, and collaboration stay associated with the relevant client workspace.
Role-aware review
Research, review, moderation, and administrative responsibilities can remain distinct.
Controlled contributions
Suggestions enter a review process instead of silently changing an assessment.
Versioned records
Policy, evidence, and decision changes can be traced to the record that was current at the time.
Implementation
Start with the policy, not a blank screen.
A focused implementation begins with the decisions your team must make and the evidence it must preserve.
- 01
Map the mandate
Start with the regulations, client requirements, and internal policies that the screening process must implement.
- 02
Select and validate
Select the relevant screens and filters, test representative companies, and agree how edge cases should be handled.
- 03
Operate and improve
Run the review process, monitor evidence changes, and refine the policy without losing the prior record.
A focused demonstration