Working with Tasks in easyAML
A quick walkthrough of the Tasks page in easyAML - finding your open compliance tasks.
A quick walkthrough of the Tasks page in easyAML - finding your open compliance tasks, reviewing a potential PEP or sanctions match in detail, checking connected relatives and associates, and recording your decision with a clear audit trail.
On this page: Download the manual · Watch the video · Step-by-step guide
Download a copy: Accessing and Working with Tasks - GS-03 (PDF). The complete easyAML Platform User Manual (July 2026) (PDF) is also available.
Step-by-step guide
Jump to: Task Navigation · Match Review · Acceptance and Confirmation
- From anywhere in the platform, open the Tasks menu on the left to get started.
Task Navigation
- Here you'll see all your current compliance tasks. You can filter between Open, Completed and Bypassed depending on what you're working through. Click View Details on any task to take a closer look.
Match Review
- Have a quick read of the task summary in the details panel, then click Go to Task to dig in.
- Click the expand icon to open up the potential match and see how closely it lines up with your record.
- Open the Relatives & Associates section to check for any connected people or entities that might be relevant to your decision.
Acceptance and Confirmation
- Once you've reviewed everything and you're confident in the match, click Confirm to start the acceptance process.
- Add a short reason for your decision in the text field - this is kept on file for your audit trail - then click Accept to finalise the review. If the match is clearly not your client, click Dismiss instead and record a brief reason (e.g. different DOB, different country) - the comment is kept on the audit trail.
Additional notes
Open this area of the platform directly: this page in easyAML