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A profile group is a workspace-scoped segment of monitored profiles. It lets an organization group customers by internal criteria such as risk tier, product exposure, geography, service model, or diligence requirements, without creating a new workspace for each population. Use profile groups when:
  • The segmentation can change over time
  • A profile can belong to more than one segment
  • The segment should be visible to analysts and admins
  • Ongoing monitoring cadence may differ by segment

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Profile groups compared with workspaces

Each profile group has a system-generated internal ID. Admins manage the customer-facing name, description, priority, and archived status. API integrations should use the generated ID, not the label; see the Profile Groups API. Priority decides what happens when a profile belongs to multiple groups: the higher priority group wins for profile group-specific monitoring frequency overrides. If no group override applies, the profile uses the workspace default. For setup instructions and examples, see the Profile Groups Guide and Screening Frequencies Guide.