Introduction to SmartSearch
The SmartSearch integration allows you to complete AML checks automatically.
In order to use the SmartSearch integration for running an AML check, you will need to make sure you have an active subscription with SmartSearch
To activate your SmartSearch integration, you will need to navigate to the Integrations section of Rex. You'll be able to find this by going to:
- Admin > Integrations
- Click on discover
- Select the SmartSearch integration
- Click Activate
You'll then be directed to the next screen where you can connect your account:
- Click Connect Account
- Enter the credentials provided by Smart Search to connect the integration
- Click Save
Important Note: The SmartSearch integration will automatically submit the check through SmartSearch. Results of the AML check are not returned to Rex. They will be sent to the email address associated with the SmartSearch account.