Data screening (TCPA litigator and other checks)

Data screening checks each caller against a data provider you choose, such as a TCPA litigator list, a Do Not Call list or a line-type lookup, before any buyer sees the call. You bring your own account and API key; CallsFlow Plus calls the provider for you.

Adding a provider

1. Open Data screening and click Add provider.
2. Enter the provider's Request URL from their API docs, using placeholders for the caller: {{caller}} (+13055551234), {{caller_digits}} (3055551234), {{caller_noplus}} (13055551234), or {{tag:Name}} for a ping parameter. For a POST API, add the JSON body.
3. Put your API key in Headers, for example X-Api-Key = your key. Saved keys are never shown again in full.
4. Under Block when this field… is any of, give the response field that carries the verdict (for example result.status) and the values that mean "block" (for example litigator, known_plaintiff).
5. Optional: Save fields as call tags, for example tag line from result.line_type. Tags appear as <provider>.<tag> (for example litigator_check.line) and can be used in a target's Filters, so one buyer can refuse wireless callers while another takes them.
6. Choose what happens if the provider fails or the caller has no number: let the call through (tagged) or block it. For Medicare, final expense and ACA, blocking is the usual choice.
7. Optional: pick a list under Never block callers on list for known good callers a provider flags by mistake.
8. Click Test, enter a number, and check the result before turning it on.

Turning it on

Open the campaign, click Edit, and tick the provider under Data screening. From then on:

• On RTB pings, a blocked caller gets a no-bid with the reason Rejected by data screening and a reference, and no buyer is pinged.
• On calls to your tracking numbers, a blocked caller is refused before any buyer is dialed.

Cost and speed

Answers are cached per caller: clean callers for 24 hours and blocked callers for 30 days by default. A publisher pinging the same caller several times costs one lookup. Keep the timeout short (1–2 seconds) so the auction is not delayed.

The lookup log

Data screening → Lookup log keeps every lookup: when, which caller, which provider, the answer, the decision and a reference. It is your evidence that callers were screened. Search by caller number to answer "was this caller checked?". Watch the error count on the provider list: errors mean calls are going through unchecked (or being blocked, if you chose that).