Business Ownership Details
The External Business Details page generated for Dun & Bradstreet searches displays all business ownership information located for a selected search result.
It enables you to review the information before you decide to take additional action. The data is arranged in a summary section at the top of the page and on three tabs: Matching executives, Biography information, and Ownership information.
If you decide the information is helpful, you can add the information to an existing constituent or a new constituent record. To add the search result to an existing constituent in your database, click Add to constituent.
To add the search result to a new constituent, click Add constituent. Once you fill out the names and relationship fields, you continue to the Add an individual screen. This is your standard add individual screen where we recommend you fill in as much information about the prospect as you can.
Tip: The more information you add in before you complete a full WealthPoint screening, the more data we can return for you. In our Target Analytics database, we can match on more than a first and last name. When you provide more prospect biographical information, we have the opportunity to match data on more fields!
When you click Save, the new wealth and ratings record appears for your constituent. If you want to do more with the business ownership search result, click the browser's back button. You can return to the External Business Details page or if you click the back button again, you can return to the search results.
Business Ownership Summary
The Business ownership summary section displays at the top of the page and includes general information about the business, such as:
Matching Executives Tab
This tab displays the executive names matched on the selected search. In most cases, only one name displays.
Biography Information Tab
This tab lists the names associated with the company for whom we located biographical information. To view details, select a name in the Biography information grid. The Details window appears at the bottom of the tab.
Ownership Information Tab
This tab displays each owner name associated with the company along with their ownership percentage and default ownership value.