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  1. Name of the pool.

  2. Processing frequency is the periodicity of pool checks (daily, weekly, monthly);

  3. End date of pool operation;

  4. Trigger: Selection is possible from a list of already tested and recommended triggers, or add a new one with unique settings.

  5. Add entities for tracking – SSN or EIN, separated by a comma, for example: 41697882,44353644,… .
    up to 5 million entities can be added.

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(!) The newly created pool will be assigned the status “Created.” In order for the pool to start functioning, you need to activate it; which can be done by changing the status of the pool in the editing window (search > edit), or by pressing the activation button (search > activate).

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