> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.middesk.com/how-middesk-works/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.middesk.com/_mcp/server.

# How Middesk works

> Learn about the Business lifecycle, Orders, Tasks, and environments in the Middesk verification workflow.

Learn how Middesk verifies businesses through data matching, lifecycle management, and providing insights.

#### [Lifecycle of a Business](/lifecycle-of-business)

Learn the stages of a Business object in Middesk--submission, verification, and approval.

#### [Review insights](/review-insights)

Examine Middesk's insights into a business so you can make the correct approval decision.

#### [Use rulesets or policies](/use-rulesets-policies)

Automate business approval decisions using Middesk Policies or with rulesets managed in your backend logic.

#### [Create orders](/create-orders)

Create orders to trigger additional Middesk reports.

#### [Use the sandbox and production environments](/environments)

Discover the differences between sandbox and production environments so you can test your integration with mock data before processing real business verifications.

#### [Use the enhanced sandbox](/enhanced-sandbox)

Create more robust custom test scenarios with configurable verification outcomes to test your integration before processing real business verifications.

> **Get a demo**
>
> Contact your account manager or [contact sales](https://www.middesk.com/contact-sales) to inquire about access.

> Learn about the Business lifecycle, Orders, Tasks, and environments in the Middesk verification workflow.

## Docs

- [Lifecycle of a Business](https://docs.middesk.com/lifecycle-of-business.md): Learn about the stages of a Business object in Middesk--submission, verification, and approval--and how the status property tracks progress through each stage.
- [How Middesk matches data](https://docs.middesk.com/how-middesk-matches-data.md): Learn how Middesk normalizes, searches, and matches business data attributes to verify information.
- [Review insights](https://docs.middesk.com/review-insights.md): Learn how to use consolidated insights about a Business.
- [Use rulesets or policies](https://docs.middesk.com/use-rulesets-policies.md): Automate business approval decisions in your Middesk integration using custom rulesets (logic you implement) or Policies (Middesk's built-in feature for triggering actions based on verification results).
- [Create orders](https://docs.middesk.com/create-orders.md): Create Orders to specify which Middesk products should be fulfilled for a Business.
- [Use the sandbox and production environments](https://docs.middesk.com/environments.md): Learn how to use Middesk's sandbox and production environments to test your integration with mock data before processing real business verifications.
- [Use the enhanced sandbox](https://docs.middesk.com/enhanced-sandbox.md): Create custom test scenarios with configurable verification outcomes to test your Middesk integration through the Dashboard.