Thomson Reuters CLEAR for Salesforce Integration

Quickly Verify Persons and Businesses With Thomson Reuters CLEAR on Salesforce

- The CLEAR integration, built by Cloudsquare, 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.
- Get access to a collection of comprehensive public and proprietary records, along with sophisticated analytics, all within a single working environment.
- Easily access essential onboarding insights, simplify and speed up the investigative process, and get tools to make more accurate decisions.




Integrate the Best In-Class Due Diligence and Risk Assessment Tools With Your CRM


- Access billions of proprietary and public records from sources such as the top credit agencies, phone files, FEIN data, incarceration and arrest data, and corporate filing data.
- Customers can get actionable CLEAR report data directly into their CRM.


- Run quick identity verification and risk assessment checks with customized risk scoring, data preferences, and filters to have a consistent approach to risk analysis 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. Thomson Reuters CLEAR Court records include criminal, civil, bankruptcy, liens, judgments and UCCs.
- Easily set up CLEAR searches to run automatically from any existing or new business logic
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Parse the CLEAR ID Confirm and Risk Inform data directly into Salesforce fields
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Easily set up CLEAR searches to run automatically from any existing or new business logic (requires auto pull add-on)


- Displays a high-level overview of risk possibilities with simple Yes or No results, such as: Criminal records, Bankruptcies, or Multiple SSN’s
- Get a quick snapshot of the person before ordering a full report


- Clicks not code design lets you easily set up CLEAR products to work within your existing business workflows
- Easily integrates to 3rd party platforms like nCino and Q2 as well as basic Salesforce and Financial Services Coud
- Easily added to standard and custom Salesforce objects


- Person Search
- Business Search
- Court Search
- CLEAR ID Confirm & Risk Inform Search
- Quick Analysis Flags
- *Experian Business Credit (CLEAR partners with Experian directly)
- COMING SOON – Adverse Media Searching


- Access deep-dive due diligence reports to get the full picture of a person or a business and see all the underlying data.
- Get a quick snapshot of the person or business before ordering a full report






Say goodbye to switching back and forth between multiple screens, using multiple logins and trying to figure out how to store all of your data.
Our Thomson Reuters CLEAR integration lets you confirm identities, complete risk checks, and conduct deep-dive investigations directly in Salesforce, and then automatically parse the results onto the lead or account, reducing your process to a matter of minutes.
With this integration for Salesforce, the heavy lifting of due diligence has already been done.
Ready to optimize your Risk and Fraud process with our Thomson Reuters CLEAR Salesforce integration?
FAQ
*** Thomson Reuters is not a consumer reporting agency and none of its services or the data contained therein constitute a ‘consumer report’ as such term is defined in the Federal Fair Credit Reporting Act (FCRA), 15 U.S.C. sec. 1681 et seq. The data provided to you may not be used as a factor in consumer debt collection decisioning, establishing a consumer’s eligibility for credit, insurance, employment, government benefits, or housing, or for any other purpose authorized under the FCRA. By accessing one of our services, you agree not to use the service or data for any purpose authorized under the FCRA or in relation to taking an adverse action relating to a consumer application. ***