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For AI agents: a documentation index is available at https://docs.coverbase.com/llms.txt. This page is also available in markdown by appending .md to the URL.
This guide is part of the User Guides collection. It covers Configuration → Reference Data. It sits beside Risk methodology, which sets how risk is scored, and Zero Touch assessments, whose country risk check reads your high-risk countries.
A reference list is a named list your organization keeps, such as its high-risk countries. Its items change only through dated versions, so you can always tell which list applied on a past day. The mistake people make most often is editing a list to fix today’s entries and expecting past results to change. A version’s items never change. Publish a new version with its own Effective From date; earlier versions stay as they were.

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Before you start

Viewing reference data needs organization settings read permission. Creating lists and versions needs organization settings update permission. Coverbase reads one list by its key today: high_risk_countries. A Zero Touch assessment’s country risk check treats a country on the version in force on the run date as high risk, and cites the list and version. Any other key is your organization’s own list.

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Read a list

Open Configuration and choose Reference Data. The table lists each list’s Name, Key, Current Version (with the date it took effect, or None in force) and Items. Click a list to open it.
Reference Data page listing two lists, with High-risk countries open: v2 Scheduled from Nov 21, 2026, open-ended, adding Mali and Nicaragua; v1 In force from Jul 10, 2026 to Nov 21, 2026 with 12 countries; New rename and New version buttons

High-risk countries with a version in force and a scheduled version that adds two countries.

Versions lists each Version with its status (In force, Scheduled or Not in force), Effective From, Effective To (or Open-ended) and Items. On any date, the version in force is the one that covers the date and starts latest, so a new version takes over from its start date without rewriting the one before.

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Create a list

Click New list. Give the Key (lowercase letters, digits and underscores, for example high_risk_countries), the Name and an optional Description, and click Create.

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Publish a new version

1

Start the version

Open the list and click New version. The items start from the version in force today.
2

Set the dates

Set Effective From and, optionally, Effective To. Dates apply as whole UTC days. A version must end after it starts.
3

Edit the items

For high-risk countries, add or remove Countries. Each is stored as its ISO 3166-1 two-letter code. For other lists, each item has a Code and a Label; Add item adds one and every code must be unique. Add Notes on why the version changed.
4

Save

Click Save. A version with a future start date reads Scheduled until that day.
To stop a version applying, choose Set end date from its row menu. Its items still never change.

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Rename a label

Label Renames lets a record created under an old label display under today’s label. Click New rename and give the Old Label, the New Label and the Effective From date. Archive rename removes one.

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Archive a list

Archive list, from the list’s menu, stops it applying everywhere it is used. Its versions are kept.

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Troubleshooting

Zero Touch assessments

The country risk check that reads your high-risk countries.

Risk methodology

Domain weights, roll-up and simulating a rule change.

Promoting configuration from a sandbox

Moving configuration between organizations.

Records retention and legal hold

How long records are kept.