Quick Check

Given Name(s)

Last Name

Entity Name

Enter individual name parts OR an entity name.

Run Quick Check

Client List Upload

Required Format

Excel file (.xlsx or .xls) with first sheet formatted like this (include header, case-insensitive):

Given Name(s)	Last Name	Entity Name
Mary Anne	Smith
Jane	Doe	ACME Solutions Inc.
		Global Corp Ltd.

Note: If an Entity Name is provided, it will be screened. If Given Name(s) and Last Name are also present in the same row, the individual's name will also be screened separately. For Quick Checks, enter individual name parts OR an entity name.

Matching Sensitivity

Set minimum score for 'Possible' matches. 'Probable' matches fixed at 90-99. Exact matches (100) always shown.