Header Information |
This section provides general information about the report.
- Generated On
- This line displays the date and the time when the report
was generated.
- Search Terms
- This line displays the search terms that you entered
into the search form.
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Summary |
This section provides an overview of the company or the
authorized representatives that includes the following information:
- Name
- Address
- LexID®
- TIN (taxpayer identification number)
| This field can also
return a FEIN (federal employer identification number) or a
SSN (Social Security number). |
- Phone number
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Business |
This section provides information about the business that
includes the following information:
- Business Verification
Index
- The BVI (business verification index) is a numeric value
that ranges from 0 through 50 that ranks the
verification of a business
entity.
- Potential Risk Indicators
- The report can return up to eight potential business
risk indicators. See InstantID Business Business Risk Indicators for
a complete list of potential risk indicators.
The
additional five indexes (Phone Source, Bureau
Verification, Government Registrations, Public
Record Filings, and Business Directories
Verification) indicate the sources that verified the
business entity.
- Verified and Supplemental Business Information
- This section may indicate whether the input information
was matched and verified.
- This section may provide supplemental and additional
data about the business.
- Watchlist Data Returned
- This section provides information when a watchlist match
is found, including the watchlist name, the record
number, the address, and the entity name.
- Residential Business Indicators
- The report can return one residential business risk
indicator.
Possible values:
- N/A
- Commerical Address-No residential
address is associated with the
business
- Potential Sole
Proprietor-Associated with a residential address
and has no SOS registrations on
file
- Potential SOHO Small Office/Home
Office-Associated with a residential address and a
SOS registration is on file
- Compliance Information
- This section provides compliance information, including
SOS (Secretary of State) information,
SIC (Standard Industrial Classification) information,
NAICS (North American Industry Classification System) information, and
other public record information.
- Parent Information
- This section provides information about the business's
parent company, including the LexID business number and the best match for the business
name.
- SBFE Information
- This section provides Small Business Financial Exchange (SBFE®) information, including the first time and the last
time that the business appeared in SBFE records and the number of accounts that are in SBFE records.
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Authorized Representative |
This section provides information about the authorized
representatives. | InstantID Business can verify up to five authorized representatives who are
associated with the business. Information about each authorized
representative is displayed in a separate section. |
- Search Terms
- This line displays the search terms that you entered
into the search form.
- Comprehensive Verification
Index
- The CVI (comprehensive verification index) is a numeric value
from 0 through 50 that summarizes NAS (name, address, and SSN) verification and NAP (name, address, and phone number) verification. The index is designed
to indicate whether the input data exists in other
sources and whether the data is associated with the same
identity.
- Potential Risk Indicators
- The report can return up to 10 potential authorized
representative risk indicators. See InstantID Business Authorized Representative Risk Indicators
for a complete list of possible risk indicators.
- Verification Summary
- A verification summary is provided by source groups to
indicate the sources that verified the authorized
representative.
- Business to Executive Relationship Index
- The Business to Executive Relationship Index is a
numeric value that ranges from 0 through 50 and is
derived by jointly matching the authorized
representative and business information to LexisNexis Risk Solutions identity data. The index is used to determine the
relationship between the authorized representative and
the business. The index does not indicate whether the
business is
legitimate.
- Findings
-
A description is returned for each provided record.
The description provides further information about
how each record was verified.
Possible values:
- The input authorized rep’s first
and last name matches the first and last name of a
business contact on record.
- The input authorized rep’s SSN
matches the SSN of a business contact on
record.
- The input authorized rep’s address
matches the personal address of a business contact
on record.
- The input authorized rep’s SSN
matches the business FEIN on
record.
- The input authorized rep’s address
and first or last name matches the business’
address and part of the name on
record.
- The input authorized rep’s address
matches the business address on
record.
- The input authorized rep’s first
or last name appears as part of the business name
on record.
- The input authorized rep’s phone
matches the business phone on
record.
- The input authorized rep’s SSN is
the same as the input business
FEIN.
- The input authorized rep’s address
and first or last name is the same as the input
business’ address and part of the
name.
- The input authorized rep’s address
is the same as the input business
address.
- The input authorized rep’s first
or last name appears as part of the input business
name.
- The input authorized rep’s phone
is the same as the input business
phone.
- The input authorized rep cannot be
linked to the business.
- Authorized Representative Role in Business
- This section indicates the title that the authorized
representative holds at the company.
- Verified and Supplemental Representative
Information
- This section may indicate whether input information was
matched and verified.
- This section may provide supplemental and additional
data about the authorized representative.
- Watchlist Data Returned
- This section provides information when a watchlist match
is found, including the watchlist name, the record
number, the address, and the entity name.
- Follow Up Actions
- The report can return follow-up actions.
- Possible values:
- N/A
- Follow your internal policy
regarding potential matches to OFAC database
information
- Verify name with Social (via SSN
card, DL if applicable, paycheck stub, or other
Government Issued ID)
- Verify phone number (Directory
Assistance, Utility Bill)
- Verify name with address (via DL,
Utility Bill, Directory Assistance, Paycheck Stub,
or other Government Issued ID)
- Follow your internal policy
regarding potential matches to non-OFAC global
screening lists.
- Ask customer for a utility bill or
other documentation showing a physical address
location. CIP rules do not allow booking an
account with a PO Box as a primary
address.
- ITINs are not to be used for ID
purposes. Please consult your organization’s
policy.
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