Creation of Business and Individual Profiles: Unique Identifiers
A Business profile is created using information when a new business comes through on the first deal. An Individual profile is created using information when a new owner comes through on a deal.To learn more about how profiles are created using deal information, see Deal Information in Business and Individual Profiles.
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For Business profiles, the unique identifiers are:
- Business Name
- Business Address
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For Individual Profiles, the unique identifiers are:
- First Name
- Last Name
- Date of Birth
FAQ
What creates a Business Profile?
What creates a Business Profile?
A Business Profile is created from the business information submitted with its first deal.
What creates an Individual Profile?
What creates an Individual Profile?
An Individual Profile is created from the information submitted for a new owner on a deal.
Which identifiers are used to match a Business Profile?
Which identifiers are used to match a Business Profile?
Lendflow uses the business name and business address.
Which identifiers are used to match an Individual Profile?
Which identifiers are used to match an Individual Profile?
Lendflow uses the individual’s first name, last name, and date of birth.
What happens when an identifier does not match?
What happens when an identifier does not match?
All listed identifiers must match an existing profile. If any identifier differs, Lendflow creates a new Business or Individual Profile.
Next steps
Relationships Between Entity Profiles
Understand how Business and Individual Profiles can be connected.
Types of Business Entities
Review the business entity categories used in profile relationships.