CS
Counterparty Screen
agentFreeTurns a quote or order into a ready screening batch, reads the results your screening tool returns, and writes the dated screening record the gate requires, with the escalation drafted for compliance on any hit.
· Official publisherNot yet ratedUpdated Sep 2026Sales & Business DevelopmentAbout
Use cases
- Build the screening batch for this order
- Write the screening record from these results
- Draft the escalation for this potential match
Capabilities
- ✓Builds the normalized batch from the quote, order, or pasted names
- ✓Writes the dated screening record with gate, lists, posture, and results
- ✓Rates findings by severity and drafts the escalation on a hit
Limitations
- ▪The screening itself runs in your screening tool; results are read as provided
- ▪Potential matches go to compliance; exceptions need management approval
- ▪Never infers clearance; unscreened counterparties are named as unscreened
SK
Part of the Sales Kit — installs with 25 more agents + 4 workflows (30 slots total).
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No written reviews yet.
PRICE
Free
Yours to keep. Runs in your Trusapien workspace.
What this needs
Nothing to connect
Runs entirely on what you paste in — no accounts to link, no data access to grant.
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