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Third-Party Risk Analysis Portfolio Review - deleting third-parties

  • January 13, 2026
  • 2 replies
  • 18 views
T

I’ve set a number of past third parties for removal and imported a bulk request to set them as “no” for the portfolio. This has not changed m portfolio and the import reflects a failed record for all but one record, with a reason code of “entity already in the portfolio”, and in details, it shows no.

 

Has anyone else experienced this and any suggestions of what to do to fix this?

2 replies

J
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  • JJAB
  • D&B Employee
  • January 13, 2026

Hi Tammy,

Please make sure that you are conducting this action on the “Third Party Update” and not the the “Third Party Create” tab.

    taylors
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    • taylors
    • D&B Employee
    • January 13, 2026

    Thanks ​@JJAB  that seems to be the issue. ​@Tammy Robinson-Simmons  I have a video tutorial on how to perform this if helpful: Admins: Clean out & Optimize your Portfolio prior to Renewal (Risk Analytics Supplier Intelligence) | Community  Please reach back if you have more questions. 

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