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Glossary

Upstream list screening

The screening you run on your own list, recorded on every call.

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Upstream list screening is the work you do on your own contact list before any of it reaches a dialer. You pick the sources, you run the queries under your own account, and the results stay in your hands.

Vocapable’s job starts where yours stops. Every production account signs one attestation naming the arrangement it runs, the officer who signed it and the date. From that moment each stage the attestation covers rides into every call’s evidence file as your election, carrying that reference and that signer, with nothing for anyone to remember to attach.

That gives you a record an auditor can read months later without asking anybody a question. A stage carried as an election reads as an election forever: checked and clear, checked and suppressed, and elected away under signature are three different rows, and the file keeps them apart. It is the difference between a record that helps you and one that hurts you.

The same mechanism covers your paperwork gap. An account with no attestation on file screens its contacts undialable, with the missing document named, so a dial waits for a signature rather than going out on an unanswered question.

On every dial, whatever your arrangement covers, the platform runs phone normalization, internal-DNC suppression at the batch run and again at dial time, and the dialability gate, which refuses rather than proceeding when it cannot answer. The controls that run on every call, and the record each one leaves, are on the compliance engine page.

Where this goes next

Compliance enforced in code

Four controls no plan disables, and a file for every call.

/compliance

Related definitions

This page defines a word. What your own calling program has to do where you dial is yours to determine with your own advisors. What the software enforces on every call is on the compliance engine page, and every agreement you would sign is published at /legal.