Thomson Reuters CLEAR Salesforce Integration
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The Thomson Reuters CLEAR integration connects your Salesforce CRM to one of the most trusted investigative services on the market, powered by billions of data points and leveraging cutting-edge public records technology. You get access to a collection of comprehensive public and proprietary records and sophisticated analytics within a single working environment. By using the enhanced capabilities of Salesforce integration with CLEAR from Thomson Reuters, you can easily access essential background information, simplify and speed up the investigative process, confidently verify identities, detect fraud risks, and get tools to make more accurate decisions. With transparent and holistic data, you can stay within Salesforce and work cases in minutes that used to take hours. What’s Included? Tap into the trusted TR CLEAR investigative services: - Access millions of public records from sources such as the top credit agencies, criminal and civil court records, licenses, real property records, phone files, FEIN data, and corporate filing data. Thorough risk management: - Run quick ID Confirm/Risk Inform checks with customized risk scoring, data preferences, and filters to have a consistent approach to risk assessment throughout your Salesforce portfolio.  - Access deep-dive due diligence reports to get the full picture of a person or a business and see all the underlying data.  - 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: - Shows 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 TR CLEAR Products: - Person Search  - Business Search  - Court Search  - CLEAR ID Confirm & Risk Inform Search  - Quick Analysis Flags  - Adverse Media Searching Coming Soon
Developer
Cloudsquare
HQ Location
Los Angeles, CA - California
Year Founded
2018
Number of Employees
36

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Thomson Reuters CLEAR Salesforce Integration Plan

Thomson Reuters CLEAR to Salesforce Integration $ 45 1 User Per Month
CLEAR Risk Inform for People and Businesses CLEAR ID Confirm for People and Businesses Person Search with Enhanced Due Diligence Person Report Business Search with Enhanced Due Diligence Business Report Court Records Search and Report Quick Analysis Flags for People and Business Experian Business Credit Reports
Thomson Reuters CLEAR to Salesforce Implementation $ 2 With One-Time Purchase
Configure the desired CLEAR products to be accessible in Salesforce Configure CLEAR to be used off any object. Configure CLEAR to be utilized on any page layout Configure, as desired, the need to constantly run Risk Inform Configure, as desired, the need to automatically run CLEAR ID Confirm Reports Configure the data sources in Salesforce to be utilized within the integration Configure the desired Lightning Pages with applicable CLEAR components: Search, CLEAR Reports, CIDC/Risk Inform Charts, Quick Analysis Flags Configure permissible purposes Configure report notifications settings User license assignments and permissions End-user Training User Acceptance Testing Support
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