Overview page for company profiles

The Overview page 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 ???.

• 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.

• Credit risk score : Displayed only if the Assess credit risk check is enabled. The widget contains a high-level score indicating the risk of encountering substantial credit-related challenges. The risk is calculated by comparing a company's current probability of default (PD) and implied rating to those same metrics six months ago.

• Ownership and officers: Displays all the associated individuals connected to a company profile. This widget lists people included in Ownership, Officers, and Authorized persons information, as well as key details associated with them, such as ownership percentage details and application status.

• Recent activity : Displays the latest five activities from the profile's audit report.