Video Recording Guide

Demo Walkthrough Script

Follow this comprehensive guide to record a complete demo video showcasing all portal features with realistic data

Demo Credentials

Username

demo123

Password

demo1234

Demo Data Created

Client:TechCorp Global

Subjects:3 profiles

Cases:3 checks

Findings:4 alerts

Video Duration

~15-20

minutes recommended

Step 1

Login to Portal

Access the client portal using demo credentials

🔑 Use these credentials:

Username

demo123

Password

demo1234

✅ Tasks to demonstrate:

•Navigate to Client Login page
•Enter demo credentials
•View personalized dashboard

Step 2

View Dashboard Overview

Explore the main dashboard with real-time statistics

⭐ Highlights to show:

•Total checks: 3 cases created
•Risk distribution across subjects
•Recent activity timeline
•Pending review notifications

Step 3

Browse Existing Cases

Review all background check cases

📋 Demo cases available:

CHK-2026-00001

Sarah Johnson

completed

low risk

CHK-2026-00002

Michael Chen

pending_review

high risk

CHK-2026-00003

Global Supply Solutions

in_progress

medium risk

Step 4

View Case Details

Deep dive into a high-risk case (CHK-2026-00002)

🔍 Details to showcase:

•Subject: Michael Chen - Financial Controller
•3 risk findings identified
•Adverse media alerts
•Employment discrepancy detected
•Possible sanctions match (false positive)

Step 5

Review Risk Findings

Analyze detailed risk findings and evidence

⚠️ Risk findings to review:

Adverse Media

high

92% match

Employment Gap

medium

85% match

Sanctions Match

medium

45% match

Step 6

Instant Search Demo

Perform real-time phone number lookup

✨ Features to demonstrate:

•Phone number: +447700900123
•Instant carrier lookup
•Owner information retrieval
•Address history
•Social media profiles

Step 7

Initiate New Check

Create a new background check case

📝 Steps to follow:

1.Select existing subject or create new
2.Choose check type (Standard/Enhanced/Comprehensive)
3.Select data sources to query
4.Upload supporting documents
5.Confirm consent obtained
6.Submit for processing

Step 8

Manage Subjects

View and manage all subjects in the system

👥 Demo subjects:

•Sarah Johnson - Candidate (Low Risk)
•Michael Chen - Employee (High Risk)
•Global Supply Solutions - Vendor (Medium Risk)

Step 9

Approval Workflow

Review and approve/reject pending cases

🔄 Workflow steps:

•View pending reviews
•Analyze risk scores
•Add reviewer notes
•Approve or reject cases

Step 10

Export Reports

Generate and download comprehensive reports

📄 Export options:

•PDF report with all findings
•Excel data export
•Audit trail documentation
•Compliance certificates

Recording Tips

Before Recording:

Install screen recording software (OBS, Loom, Camtasia)
Set recording to 1080p resolution minimum
Test audio quality with microphone
Clear browser cache and open in incognito mode
Print this walkthrough script for reference

During Recording:

Speak clearly and explain each feature
Move cursor slowly to highlight features
Pause briefly between major sections
Emphasize key data points and risk scores
Show the complete workflow from start to finish