About the Profile data page
When you view a profile, you can see all the information about the applicant and take action on their product applications.
The Profile data page shows you information about the applicant and any documents that have been gathered.
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To add or edit profile data, select Edit .
To see if your team has left any comments about the profile, check the Conversations tab.
Company profile overview tab
Optionally, for company profiles, you can opt to display a comprehensive Overview tab on the Profile data page that summarizes important information about the profile. This feature is turned on through a banner on the Profile data page. The Overview tab contains widgets that display identifying data, application statuses, and key risk drivers for the profile. Each widget has a link to detailed information about the subject.
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The Overview tab contains the following widgets:
Profile information : Displays Company name, Address, Legal Entity Identifier (LEI), Phone number, Email address, Website, Company number, Shares, Liability, Entity type, Country of incorporation, State of incorporation, Incorporation date, BvD ID, Tax ID, Legal form, Legal status, Previous company name, and Updated date. These fields are only shown if there is data available for them, with the exception of the company address, which displays an error if data is missing. For more information on adding company data, see Add a company profile.
Following these fields, data for up to nine custom fields are displayed in the order they were added to the profile. Any additional custom fields are displayed on the Information tab. For more information about custom fields, see About custom fields.
Application tasks : Displays the product application and its associated tasks. The widget shows the next incomplete task and the assignee's name, followed by the list of the next three tasks with their status, and a link to the application overview page. Each product application for the profile shows its required tasks listed in the order specified on the Application overview page. For more information, see The Application overview at a glance.
Application risk scores : Displays the overall risk score and shows what is contributing most to the overall score. Each product application for the profile has its application risk scores listed in the order specified on the Application overview page. For more information on application risk, see Product application risk.
Ownership information : Displays the verified owners and shareholders that have been added as associates of the profile.
Financials : Displayed only if the Assess financials task has been added to the profile. The widget shows the latest information on Operating revenue, Net income, and Number of employees.
Recent activity : Displays the latest five activities from the profile's audit report.