# Creating and Managing Allow/Deny Lists

To create a new list, go to **Reason Codes & Lists > Allow/Deny Lists** in the left menu. The system displays all existing lists in a table showing their name, description, last modified date, creation date, and the user who last modified them.

Click the **Create New List** button in the top-right corner. Each list must have a name. A description is optional and can be used to provide details about the list or its intended use. Select whether the list type is **Allow** or **Deny**.

## Encryption

When creating a new list, you can choose whether to encrypt the list data. Encryption adds an additional layer of security and privacy for sensitive information. It helps protect data in the event of a breach or unauthorized access.

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> **Note**:
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> Once a list is created, the encryption setting cannot be changed.

## Fuzzy Matching

Fuzzy matching is configured at the list level. To enable it, turn on the **Enable fuzzy match** toggle when creating the list.

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> **Note**:
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> The fuzzy matching option is only available if **Encryption** is turned **off**.

By default, the fuzzy match threshold is set to **≥0.01**, but you can customize the threshold to fit your needs.

After configuring your settings, the new list will be created and added to the top of the listing page.

## Edit the List Name

To edit a list name:

1. Click the **three dots** menu next to the list.
2. Select **Edit List** Info.
3. Update the name and click **Save**.

The new name will be applied immediately.

## Add Entries to the List

To add entries to a new or existing list:

1. Click **Edit List** to open the list’s details.
2. Click **Add Entry** in the top-right corner.
3. Enter a value, such as an email or phone number.
   - Press **Enter** to add additional rows.
   - Click the **trash icon** to delete a row.
4. When finished, click **Save Changes**.

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> **Note**:
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> - To edit existing entries, click **Edit List**, then **Edit Entries**.
> - Duplicate values are not allowed.
> - For lists with more than 1,000 entries, export to CSV, edit the file, and re-import it to replace all entries.

## Bulk Import/Export List Entries

After you create a list, you can bulk upload entries to an Allow/Deny list using a CSV file (up to **20 MB**).

1. On the **Allow/Deny Lists** page, click **Edit List** next to the desired list.
2. Click **Import CSV**.
3. Drag and drop the CSV file, or click **Click to Upload**.

### CSV File Requirements

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> **Note**:
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> The CSV must contain a single column with the header **entity_value**. Otherwise, the import will fail.

- Only one column can be imported at a time.
- A sample CSV can be downloaded from the application.
- Each list supports up to **1M entries**.

During upload, the system validates the file:

1. Duplicate entries within the CSV are flagged.
2. Entries that already exist in the list are ignored.

Once confirmed, the new entries are added to the list. Refresh the page to view them.

### Upload Notifications

For large files, the system will notify you once the upload is complete.

### Error Handling

Errors (e.g., file too large) are displayed to the user.

### Exporting a List

Lists can be exported to CSV. Exported files include system-generated columns such as **id**, **entity_value**, **entity_nor_value**, and **list_id**, which can be ignored. The **entity_nor_value** column contains the normalized version of the entry (lowercase, whitespace removed) that the system uses for matching.

## Delete Entries from a List

To delete all entries in a list:

1. Click the **checkbox** at the top-left of the row headers to select all.
2. Click the **Delete** button that appears.