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PEP & Sanctions Screening Help Guide

Realaml’s IDV tools deliver accurate PEP & Sanctions checks with smart filters and logic to reduce false positives and boost relevance.

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Written by Support
Updated over a week ago

PEP & Sanctions Screening Help Guide

Realaml’s enhanced Identity Verification (IDV) tools now offer smarter, more targeted PEP & Sanctions Screening – giving you greater control, fewer false positives, and faster compliance workflows.


PEP Screening Is Built Into IDV by Default

Whenever you run a:

  • Face IDV, or

  • Quick IDV

a PEP & Sanctions check is automatically included in the background. You don’t need to run a separate check unless you want to do so manually.

You can also choose to run a standalone PEPCheck (see below).


What’s New in Realaml’s Screening Logic?

1. Country-Based Filtering

You now have control over the scope of screening:

  • Search globally (default) – includes all jurisdictions

  • Link to residential address only – only flags matches in the customer’s country of residence

Example:
If your customer lives in Canada and a PEP hit is found in Australia:

  • “Search globally” will flag the match

  • “Link to residential address only” will ignore it

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2. Date of Birth (DOB) Matching

Matches are only shown when the DOB is within ±1 year of your customer’s.

Example:
Your client is born in 1980. A record from 1979–1981 will be flagged; outside this range will be ignored.


3. Stricter Name Matching

Matches now require an 85%+ similarity on both first and last name. This sharply reduces irrelevant matches from common or partial names.


What Is PEPCheck?

PEPCheck screens individuals for:

  • Politically Exposed Persons (PEPs)

  • Relatives and Close Associates (RCAs)

  • Special Interest Persons (SIPs)

  • Against over 2,000 global sanctions, criminal, and enforcement lists


How to Run a PEPCheck

Step 1:

Go to the Run Checks tab → click the PEPCheck tile.

Step 2:

Select 1–10 customers to check. Optionally, add:

  • A reference label (for searchability in check history)

  • Notes relevant to the transaction

Step 3:

Enter:

  • First Name (mandatory)

  • Last Name (mandatory)

  • Date of Birth (mandatory)

Consent is not required. Click Run Check.

Result appears within 10 seconds with an option to download the PDF.

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Step 4:

You’ll receive an email notification instantly if the PEP check is part of an IDV.


Understanding Results

Your result will be:

  • PASS – no match found across global watchlists

  • POTENTIAL MATCH – at least one match found on name or DOB


What Does a Potential Match Report Include?

Each PEP hit includes:

  • Full Name

  • Title

  • Country

  • Risk Type

  • Date of Birth

  • Images & Links (where available)


How to Interpret Potential Matches

Use these five checks to assess false positives:

  1. Name mismatch: Does the match differ from your customer's full name?

  2. DOB mismatch: Is the date off by more than a year?

  3. Photo mismatch: Compare to the FaceMatch image.

  4. Country relevance: Has the client not lived in the flagged country in the last 12 months?

  5. Domestic PEPs: Some countries (e.g., NZ) exclude domestic PEPs by law.


Example Scenarios

Example 1 – PASS:
No action required.

Example 2 – Match in Domestic Jurisdiction:
If the match is in your own country and your AML law excludes domestic PEPs, no action required.

Example 3 – Strong Match:
All details (name, DOB, risk) align – enhanced due diligence likely required.

Example 4 – Image/DOB Mismatch:
Disprove using photo or DOB mismatch → Approve in history and leave a note.

Example 5 – RCA Match:
Match is to an RCA (e.g., Donald Trump Jr.). Additional due diligence required.


What if My Customer Is a True PEP?

You may be legally required to apply:

  • Enhanced Customer Due Diligence (EDD)

  • Senior management approval

  • Ongoing monitoring


Covered Countries (Sanction Jurisdictions)

PEPCheck scans sanctions and criminal databases from over 240 countries, including but not limited to:

Australia, Canada, UK, US, EU nations, China, India, UAE, South Africa, Brazil, Russia, Saudi Arabia, and many more.


Watchlists Covered (Partial List)

PEPCheck screens against 2,000+ global watchlists, including:

  • United Nations Consolidated Sanctions List

  • US OFAC SDN List, Nonproliferation, BIS Entity List, AECA

  • UK HMT Sanctions List

  • EU Financial Sanctions List & Most Wanted

  • Interpol Red Notices

  • NZ Police Designated Terrorist Entities

  • Canadian Consolidated Sanctions & Terrorism Lists

  • Singapore Terrorism (Suppression of Financing) Act List

  • World Bank Ineligible Firms and Individuals List

  • And over 1,900 other law enforcement, financial crime, tax, and anti-corruption databases

(A full list is available upon request.)


Need Help or Want a Demo?

Support:
📧 support@realaml.com

Phone:
📞 AU: +61 423 321 383
📞 NZ: +64 4 889 4788
📞 CA: +1 226 741 0268

Book a Live Demo:
🌐 AU/NZ: Book with Jordan McCown
🌐 Canada: Book a Canadian Virtual Demo

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