Risk Management App in Readymode

Modified on Wed, Jun 3 at 3:31 PM

This guide shows how to use the Risk Management app to improve your compliance. 


About The Risk Management App


The Risk Management App is a paid add-on (refer any questions about pricing to Sales or Billing departments) that is used for scrubbing against the United States National Do Not Call List (NDNC), both at the time a lead file is uploaded and/or just before the predictive dialer calls it (just-in-time scrubbing). This app also allows for just-in-time scrubbing against a list of wireless phone numbers.


 

How to Install the App


To request the RMS app, please contact our Sales department. They will provide you with a list of required documents to proceed. 


How To Use RMS


A "professional litigator" (or serial plaintiff) is an individual or organization that actively searches for compliance oversights to take legal action against businesses. While our team introduces our Risk Management System during onboarding to highlight these legal threats, the critical importance of proactively scrubbing lists against known TCPA litigators is often overlooked until a business unfortunately faces a costly lawsuit. Implementing robust scrubbing practices is your best line of defense against these severe financial and legal vulnerabilities. 


Scrubbing at the time of upload


With the Risk Management app installed, the lead upload confirmation dialogue will include an additional checkbox to scrub all phone numbers from the NDNC. This is done in addition to scrubbing against the internal DNC, and leads will still be scrubbed against the internal DNC even when this box is unchecked.

 

Just-in-time scrubbing


Just-in-time scrubbing is configured by going to Dashboard > Settings > Risk Management. When enabled, three lists can be set to scrub against (1) the NDNC, (2) wireless numbers, and (3) the TCPA Litigator List. The system will check every number the dialer attempts to call, and they will be charged for every check (refer any questions about pricing to account managers), however once a phone number is found to be on a list (a negative response) it is remembered permanently. When a phone number is not found on a list, this is a positive response and will be remembered for 31 days by default, meaning there will be no scrub on subsequent calls to that number until the 31 days have passed. Other lengths of time for remembering positive responses can be chosen using the drop-down box.

 
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RMS Log


Risk Management adds the RMS Log under the Reports section. This will show you a cost breakdown, separated by date, of the numbers that were checked.

This report will only retain data for 2 months and does not have an export option
A list of what all the results mean can be found here:
 https://help.mypurecloud.com/articles/use-dnc-scrubbing-provided-contact-center-compliance-corporation/

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