Tasks

What are Tasks?

You can think of Tasks as consolidated insights of the extensive details that Middesk returns about a Business. You can rely on Tasks to help with your decisioning process when reviewing a Business.

As mentioned in the previous section, Tasks are returned within the Review Resource and are intended to help you review a Business quickly by signaling what area needs your attention. Middesk monitors for signals across the follow areas:

{
  "object": "review",
  "id": "0eb9094c-33fc-49eb-b5a5-18101d948857",
  "created_at": "2020-03-06 19:20:29 UTC",
  "updated_at": "2020-03-06 19:23:24 UTC",
  "completed_at": "2020-03-06 19:23:24 UTC",
  "tasks": [
    {
      "category": "people",
      "key": "person_verification",
      "label": "People",
      "message": "Unable to identify a match to the submitted person",
      "name": "people",
      "status": "failure",
      "sub_label": "Unverified"
    },
    {
      "category": "tin",
      "key": "tin",
      "label": "TIN Match",
      "message": "The IRS does not have a record for the submitted TIN and Business Name combination",
      "name": "tin",
      "status": "failure",
      "sub_label": "Not Found"
    },
    {
      "category": "name",
      "key": "name",
      "label": "Business Name",
      "message": "Similar match identified to the submitted Business Name",
      "name": "name",
      "status": "warning",
      "sub_label": "Similar Match"
    },
    {
      "category": "sos",
      "key": "sos_inactive",
      "label": "SOS Filings",
      "message": "1 of 2 filings have no status provided",
      "name": "sos",
      "status": "warning",
      "sub_label": "Inactive"
    },
    {
      "category": "phone",
      "key": "phone",
      "label": "Phone Number",
      "message": "Unable to verify the submitted Phone Number",
      "name": "phone",
      "status": "warning",
      "sub_label": "Unverified"
    },
    {
      "category": "address",
      "key": "address_verification",
      "label": "Office Address",
      "message": "Match identified to the submitted Office Address",
      "name": "address",
      "status": "success",
      "sub_label": "Verified"
    },
    {
      "category": "address",
      "key": "address_deliverability",
      "label": "Office Address",
      "message": "The USPS is able to deliver mail to the submitted Office Address",
      "name": "address",
      "status": "success",
      "sub_label": "Deliverable"
    },
    {
      "category": "address",
      "key": "address_property_type",
      "label": "Office Address",
      "message": "Submitted Office Address is a Commercial property",
      "name": "address",
      "status": "success",
      "sub_label": "Commercial"
    },
    {
      "category": "address",
      "key": "address_registered_agent",
      "label": "Office Address",
      "message": "Submitted Office Address is associated with a known Registered Agent",
      "name": "address",
      "status": "failure",
      "sub_label": "Registered Agent"
    },
    {
      "category": "address",
      "key": "location_frequency",
      "label": "Office Address",
      "message": "101–1,000 businesses use this location",
      "name": "address",
      "status": "failure",
      "sub_label": "High frequency"
    },
    {
      "category": "sos",
      "key": "sos_match",
      "label": "SOS Filings",
      "message": "The business is Active in the state of the submitted Office Address",
      "name": "sos",
      "status": "success",
      "sub_label": "Submitted Active"
    },
    {
      "category": "sos",
      "key": "sos_active",
      "label": "SOS Filings",
      "message": "1 of 2 filings are Active",
      "name": "sos",
      "status": "success",
      "sub_label": "Active"
    },
    {
      "category": "watchlist",
      "key": "watchlist",
      "label": "Watchlist",
      "message": "No Watchlist hits were identified",
      "name": "watchlist",
      "status": "success",
      "sub_label": "No Hits"
    },
    {
      "category": "industry",
      "key": "industry",
      "label": "Industry Classification",
      "message": "This business likely does not operate in a high risk industry",
      "name": "industry",
      "status": "success",
      "sub_label": "No Hits"
    },
    {
      "category": "website",
      "key": "website_status",
      "label": "Website",
      "message": "Website was Online when the business record was ordered",
      "name": "website",
      "status": "success",
      "sub_label": "Online"
    },
    {
      "category": "website",
      "key": "website_verification",
      "label": "Website",
      "message": "Successfully found entity details on the submitted Website",
      "name": "website",
      "status": "success",
      "sub_label": "Verified"
    },
    {
      "category": "bankruptcies",
      "key": "bankruptcies",
      "label": "Bankruptcies",
      "message": "The business has no bankruptcy filings",
      "name": "bankruptcies",
      "status": "success",
      "sub_label": "None Found"
    }
  ],
  "assignee": {
    "object": "user",
    "id": "827833fe-b442-480e-9e89-d0d309ce090c",
    "name": "John Smith",
    "email": "[email protected]",
    "roles": [
      "member",
      "admin"
    ],
    "image_url": "https://example.com",
    "last_login_at": "2020-03-06 19:09:07 UTC"
  }
}

Tasks are built to scale with you by giving you the flexibility to build your own automation by using our API. You can look for the Tasks that relate to your companies compliance, fraud, and risk needs.

And that's it! Now that we've covered what a Business is, the Lifecycle that it goes through, and how to evaluate Tasks under the Review resource, you are now ready to start building your own Middesk workflow.

Updates to the Business' Status

The end user can change/update the status of a business (Needs Review, Approve, Reject) with context/notes once it has been assigned to the user's name in the dashboard's dropdown. The updates, history, and notes for each specific business will be found on the Events page in the dashboard's settings and in the API (business.updated events).

Business Status Update API Response:

{
        "id": "f1d2b748-2638-4ggc-b8d0-c419651380cc",
        "type_of": "BUSINESS_DECISIONED",
        "author": "John Doe",
        "note": "We should reject this business since the TIN wasn't a match to the submitted business name",
        "reason": null,
        "metadata": {
          "current_status": "in_review",
          "previous_status": "approved"
        },
        "created_at": "2022-10-05T23:02:02.303Z",
        "updated_at": "2022-10-05T23:02:02.303Z"
      }