You can now view source data in Orbis more easily
Clients using Orbis data for company data checks can now see the source data for those checks in the Orbis portal at the click of a button. This means you can carry out deeper manual investigations without searching for the company again in Orbis.
When completing a task that is powered by an Orbis company data check you can now click on a link in the check result banner to view the source data.
This will open a new browser tab displaying the relevant company profile in the Orbis portal. You can view all of the source data for the check within the Orbis portal, along with any additional data Orbis holds about the company.
To view the data using the new source data link each user will need an Orbis username and password or single sign-on (SSO) access to the Orbis portal.
You may be asked to log in when you click the link. You will be redirected to the relevant profile once you have logged in.
Where you can find the source data link
The new source data link will appear within tasks that use the company data check.
Supported data providers:
- Bureau van Dijk Orbis
- Moody’s Analytics Orbis
- Verify company details
- Verify company address
- Identify officers
- Assess company ownership (new Moody’s Analytics Orbis data provider only)
- Assess financials (new Moody’s Analytics Orbis data provider only)
PassFort checks contain a snapshot of the company data taken at the time when the check was run. There may be a difference between the data in the check result and the data in Orbis if you view them at a later time. You can manually run the check again in PassFort to see the most up-to-date information in PassFort.
The option to view data in Orbis won’t be available if the check returns an error or no matching company was found in Orbis.
What you need to do
You don’t need to take any action to enable this feature. The new source data link is available for all PassFort users running company data checks with Orbis. You can find out more in the PassFort help docs. If you have any questions, just get in touch with Support.