Use transaction tags

Categorize and identify transactions effectively.

Transaction tags help you categorize and identify transactions. They are especially beneficial to perform ongoing risk assessment for more granular transaction risk scoring.

Get started

To create a new tag:

  1. In the Dashboard, open the Tags page and click Add tag.
  2. Enter the tag name, choose the bar color, and select the Score applicant checkbox to use the tag for scoring your applicants as part of ongoing risk assessment.
  3. Click Save.

Alternatively, you can use this API method to add transaction tags.

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Note

To use tags for ongoing risk assessment, make sure to select the Score applicant checkbox when creating the tag.