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Thomson Reuters CLEAR Salesforce Integration

Quickly Verify Persons and Businesses with TR CLEAR on Salesforce

Overview

Improve your investigative capabilities and optimize your Risk and Fraud solutions with Thomson Reuters CLEAR on Salesforce. Confirm identities, conduct onboarding risk analysis, and investigate individuals and businesses in a single environment

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See How Thomson Reuters CLEAR Salesforce Integration Works

  • Confirm Identities Quickly Verify people and businesses quickly by comparing information against continuously updated data. Understand key risk factors immediately by reviewing detailed criminal history.

  • Faster, simpler, effective The CLEAR integration for Salesforce reduces the investigation process to a matter of minutes.Run searches in seconds,get the results quickly returned to Salesforce, parsed onto usable fields, and store the reports on the record

  • Intelligent tools for more accurate decisions Create custom preferences and filters according to your exact risk tolerance levels. Quick Analysis Flags give you instant snapshot of a person/ business to determine if a more thorough investigation is needed

Robust and Accurate Investigations - Access millions of public records from top credit agencies, criminal and civil court records, licenses, real property records, phone files, FEIN data, and more. Flexible and Dynamic - Clicks not code design to easily set up CLEAR products to work within your existing business workflows Thorough risk management - Run quick ID Confirm/Risk Inform checks with customized risk scoring, data preferences, and filters for a consistent approach to risk assessment - Access deep-dive due diligence reports to get the full picture of a person or business - Search a comprehensive court record repository complete with federal and state records. TR CLEAR Court records include criminal, civil, bankruptcy, liens, judgments and UCCs See Quick Analysis Flags - Get a high-level overview of risk possibilities with simple Yes or No results, such as: Criminal record, Bankruptcies, or Multiple SSN's - Get a quick snapshot of the person before ordering a full report Currently Integrated with 5 Thomson Reuters CLEAR Products - Person Search - Business Search - Court Search - CLEAR ID Confirm & Risk Inform Search

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

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