Step-By-Step: Adverse Media Remediation

Step 1: Prepare the list of subjects you want to screen

Go into your CRM system or wherever you have your customers/3rd parties you need to remediate. If you have your subjects spread across the world, it makes sense to cluster them by language. E.g. Spain → Spanish; Austria → German. The reason for that is that you can then, in the 2nd step, tailor the media search configurations to meet your portfolio’s needs. So you ensure you don’t miss relevant media written in your subject’s local language.

Step 2: Create media-search configurations that meet your portfolio

Let’s say you have a total of five languages in your portfolio. You can either decide to create a catch-all search configuration (that covers all languages) or you can create one search configuration for each language.

Prerequisites:

1. Create an account: https://accounts.taidalos.com/sign-up (no credit card required to sign up)
2. Create an organisation for your remediation project, e.g. “2025 Remediation Project”

Option 1: Create one catch-all search configuration

1. Open your organisation in Taidalos, go to “Templates”
2. Create a new template
3. Name your search configuration e.g. “All My Languages”
4. Select all the languages you have in your portfolio (step 1)
5. Select the areas of interest
6. Create the keyword lists and adjust the risk categories and target language if required
7. Create the search configuration

Advantages:

• You only need to deal with one search configuration
• The reach of your research covers even more languages

Disadvantages:

• You also pay for the languages you might not be interested in. E.g., a subject from Austria (language: German) is also searched against media written in Chinese

Rule of thumb: It makes sense to create one “catch-all” search configuration if your portfolio consists of a maximum of five languages.

Option 2: Create one search configuration for every language

For every language, create a search configuration. It is recommended to take the language you are interested in + English. E.g., if you want to create a search configuration for Spanish, create a search configuration and select Spanish and English as the languages. That way, you expand your search radius enormously with only one additional language.

Step 4: Start media searches — let the magic happen

You have two options to kick off the searches: via an Excel upload or the API.

Option 1: Excel upload

1. Go to “Uploads”
2. Click on “New Import”
3. Download the example Excel file
4. Add the subject from step 1 and the appropriate search configuration reference
5. Start the upload
6. Once the upload is in progress, you can leave the imports-screen and start reviewing the first results.

Option 2: Execution via API

1. Make yourself familiar with the API documentation (optional)
2. Step 3 and 5 are all you need to kick off the searches: https://taidalos.com/blog/api-media-search-get-started/
3. Once you have kicked off all searches, you can start reviewing the results

Step 5: Review, export, and escalate results

Invite helping hands (optional)

If you have others who can help you with the review, you can invite them to your organisation. Go to “Members” and invite them as “Members”. We don’t charge you per seat/user, only per search. There are no hidden fees.

Review results

Go to “Media Searches” and start reviewing those searches you are interested in. This can be exclusive for those searches that are “Risky” or to all. You can filter out the risky searches and review them. In the column “Latest Risk Assessment”, it says “Machine User - YYYY-MM-DD” by default. One way to review the results is to filter by “Risky” searches, then open them and update the Summary (either with a new/changed risk assessment or with the current risk assessment). That way, you add a “Human Check” that is auditable to all searches. You can also override the risk assessments on an article level if required and refresh the overall summary with our tailored AI (AI Summary Refresh).

Export results

After you have reviewed the media search, you can download a PDF with one click (upper right-hand corner on each media screen or directly from the overview page).

You can also download the reports programmatically using the API.

If you have any questions or feedback, please let me know. [email protected]