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Thomson Reuters CLEAR Salesforce Integration

By Cloudsquare

Quickly Verify Persons and Businesses with TR CLEAR on Salesforce

Paid Add-On Required  

Payment required for external services or products

Requires
None
Compatible With
Sales Cloud
Platform Cloud
Financial Services Cloud

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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Platform Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
CLEAR/1.4 1.4.0
Listed On
06/09/2020
Latest Release
04/28/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 3
Custom Apps: 2
Lightning Components
Global: 5
App Builder: 3
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/16/2020

Additional Details

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

Need help?

Cloudsquare

Los Angeles, CA

Support Phone(833) 344-8850
Other ResourcesEmailTerms & Conditions