How it fits your workflow.
Middesk provides business verification and identity information for company reviews. In commercial lending, a legal entity and the people associated with it should remain distinct records. A useful workflow preserves the business identity and review context so onboarding evidence is not confused with a consumer verification or credit decision.
WORKFLOW FOCUS
Legal entity identity and commercial onboarding review.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Is business verification the same as assessing commercial credit risk?
No. Establishing a business's identity and evaluating its credit risk are different reviews. Retain the relevant evidence and decision context for each.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.