Agent Payment Screening Checklist

The screening checklist for every payment-capable agent.

How to use

How to use: complete before any agent with payment capability goes to production.

Counterparty screening

Agent controls

Audit

Why this exists

One missed wallet is a $356,000 starting point. The checklist is the difference between a policy and a pipeline.

Screen your agent's next payment

Free OFAC sanctions screening — 5 checks/day, no signup.

Check a wallet →