Identifier Matching
Accepts inputs such as legal name, EIN/TIN, DUNS, or address and returns high-confidence entity matches with match scores and alternative candidates.
A Business Enrichment API reduces manual entry and verification work, lowers downstream errors, and helps meet regulatory checks (for example TIN validation and KYC). It improves consistency across systems, shortens time to signature on agreements, and supports compliance-ready document assembly while remaining compatible with ESIGN and UETA standards.
The Business Enrichment API is used by teams that need accurate, standardized company data before finalizing documents or transactions.
Teams integrate enrichment as a pre-sign step to prevent rework, reduce compliance risk, and speed approvals across channels.
A compliance officer integrates enrichment to reduce manual verification, enforce TIN and address validation, and generate audit logs tied to onboarding records. They require consistent provenance and retention of match results to demonstrate controls during internal or external review.
Sales operations managers use the API to populate contract templates, ensure counterparty names match legal records, and remove friction from signature requests. Accurate data reduces failed payments and reissued documents, improving close cycles and administrative efficiency.
Accepts inputs such as legal name, EIN/TIN, DUNS, or address and returns high-confidence entity matches with match scores and alternative candidates.
Verifies EIN/TIN formatting and cross-checks with IRS data or authoritative sources to flag missing or invalid tax identifiers for reporting.
Provides NAICS or SIC codes and descriptive industry text to support routing, risk scoring, and correct contract terms.
Standardizes business addresses to USPS format, flags PO boxes, and returns geocoded coordinates when needed for jurisdictional checks.
Returns sanctions or watchlist indicators, ongoing monitoring tags, and notes on document-level restrictions that affect transaction eligibility.
Records request metadata, timestamps, and match confidence for audit trails that support dispute resolution and regulatory review.
| Authentication Level | Email link | SMS OTP | KBA | SAML |
|---|---|
| Enrichment Mode | Auto-accept high-confidence matches or prompt manual review |
| Data Retention Policy | Store match results for required retention period |
| Error Handling | Fallback to manual entry or verification queue |
| Integration Points | CRM, ERP, contract repository, and eSignature system |
Ensure the selected enrichment service supports your document platform, authentication methods, and data formats before integration.
Verify compatibility with your eSignature provider and retention controls; verify TLS and at-rest encryption are supported and confirm any BAA or audit requirements.
Typical API responses return within 200–800 milliseconds depending on plan and query complexity
Update authoritative matches at least quarterly or on each new contract execution
Set signing expiration aligned with business process, commonly 7–30 days
Collect validated TINs before year-end to support Form 1099 timelines
Allow additional time for RON session scheduling and recording retention
Form or CRM record submitted with initial identifiers.
API returns normalized entity data and match confidence.
System auto-accepts match or queues for manual review.
Document prefilled, routed, and signed under eSignature controls.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Varies | Varies | Varies | Varies |
A brokerage enriches entity names to match titles and deeds
A finance team validates EINs before issuing payments