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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
Ask anything of Thomson Reuters CLEAR Salesforce Integration with Workflos AI Assistant
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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