Update an Account policy list

You can update an Account policy list at any time from Sightline Cyberfraud Defense > Policies > Lists Management > Account List Management. When you make a change to a list, any policy rules that use that list will automatically acknowledge those changes and apply any new conditions accordingly. This means that you can quickly update multiple conditions by updating a single list.

Prerequisites

  • You need certain role permissions to change list content. By default, these are the Analyst or Admin roles in HUMAN.
  • If you’re using a CSV file to change list content, you need to make sure it’s formatted correctly. See Create an Account policy list for more information.
  • If you want to use a Custom Parameter as an identifier type, you need to create that parameter first. See our help article for more information.

Add content

You can add new content to a list at any time by either:

  1. Manually entering new entries in the Type to add identifier type field, or
  2. Uploading a new CSV file

Once you add these entries, your list will save automatically. Any policy rules that use this list will then acknowledge these new entries as part of their conditions.

Remove content

you can clear the entire list by clicking the more options and choosing Clear list content. This permanently remove all list entries.