Task

A business has one or more tasks that are assigned in the diligence process. Tasks are used to assist in the decision making process when reviewing a business.

{
 "key": "address_property_type",
 "category": "address",
 "label": "Office Address",
 "sub_label": "Commercial",
 "status": "success",
 "message": "Submitted Office Address is a Commercial Property"
}

Attribute	Type	Description
key	`string`	The unique identifier for the task.
category	`string`	The task category. Used to group similar tasks together.
label	`string`	A prettified version of the task category.
sub_label	`string`	A brief explanation of the task.
status	`string`	Used to signal whether or not the task requires review. One of `success`, `warning`, or `failure`.
message	`string`	The detailed reasoning behind why the task is surfaced.

Name Review Task Outcomes

category	key	status	sub_label	message
name	name	Success	Verified	Match identified to the submitted Business Name
name	name	Warning	Similar Match	Similar match identified to the submitted Business Name
name	name	Failure	Alternate Name	We believe the submitted TIN is associated with with a different Business Name
name	name	Failure	Unverified	Unable to identify a match to the submitted Business Name

Address Verification Review Task Outcomes

category	key	status	sub_label	message
address	address_verification	Success	Verified	Match identified to the submitted Office Address
address	address_verification	Warning	Approximate Match	Identified an address within 0.2 miles of the submitted Office Address
address	address_verification	Warning	Similar Match	Identified a similar address
address	address_verification	Warning	Incomplete Match	Identified a partial match with a submitted address that is incomplete
address	address_verification	Failure	Unverified	Unable to identify a match to the submitted Office Address

TIN Match Review Task Outcomes

category	key	status	sub_label	message
tin	tin	Success	Found	The IRS has a record for the submitted TIN and Business Name combination
tin	tin	Failure	Not Found	The IRS does not have a record for the submitted TIN and Business Name combination
tin	tin	Failure	Error	Invalid TIN or IRS is Unavailable
tin	tin	Failure	Mismatch	We believe the submitted TIN is associated with a different Business Name

People Verification Review Task Outcomes

category	key	status	sub_label	message
people	person_verification	Success	Verified	Match identified to the submitted People
people	person_verification	Failure	Unverified	Unable to identify a match to the submitted People

Watchlists Review Task Outcomes

category	key	status	sub_label	message
watchlist	watchlist	Success	No Hits	No Watchlists hits were identified on the consolidated sanctions list (including OFAC)
watchlist	watchlist	Failure	Hits	X Watchlists hit(s) have been identified

SOS Filings Status Review Outcome

This review task is unique in that more than one review task from this category can be returned and each outcome carries a distinct key value.

For example, let's say Middesk found 3 registrations for a given business; one is active, one is unknown, and one is inactive. The business response from Middesk would contain:

one review task with "key":"sos_active" and "message": "1 of 3 filings found are Active"
one review task with "key":"sos_unknown" and "message": "1 of 3 filings have no status provided"
one review task with "key":"sos_inactive" and "message": "1 of 3 filings found are Inactive"

category	key	status	sub_label	message
sos	sos_active	Success	Active	X of Y filings found are Active
sos	sos_inactive	Warning	Partially Active	X of Y filings found are Inactive
sos	sos_unknown	Warning	Partially Unknown	X of Y filings have no status provided
sos	sos_inactive	Failure	Inactive	The business has no Active Secretary of State filings
sos	sos_not_found	Failure	Not Registered	The business has no Secretary of State filings

SOS Domestic Review Task Outcomes

category	key	status	sub_label	message
sos	sos_domestic	Success	Domestic Active	Active domestic filing found
sos	sos_domestic	Warning	Domestic Unknown	No domestic filing status provided
sos	sos_domestic	Failure	Domestic Inactive	Inactive domestic filing found
sos	sos_domestic	Failure	Domestic Missing	The business has no domestic filing

SOS Match Review Task Outcomes

category	key	status	sub_label	message
sos	sos_match	Success	Submitted Active	The business is Active in the state of the submitted Office Address
sos	sos_match	Warning	Submitted Unknown	The submitted state does not make filing status available
sos	sos_match	Failure	Submitted Inactive	The business is Inactive in the state of the submitted Office Address
sos	sos_match	Failure	Submitted Not Registered	The business is not registered in the state of the submitted Office Address

SOS Domestic Sub-status Review Task Outcomes

category	key	status	sub_label	message
sos	sos_domestic_sub_status	Success	Good Standing	The domestic registration is in Good Standing.
sos	sos_domestic_sub_status	Warning	Pending Active	The domestic registration is Pending Active.
sos	sos_domestic_sub_status	Warning	Pending Inactive	The domestic registration is Pending Inactive.
sos	sos_domestic_sub_status	Warning	Not Provided by State	The domestic registration is Not Provided by State.
sos	sos_domestic_sub_status	Failure	Not in Good Standing	The domestic registration is Not in Good Standing.
sos	sos_domestic_sub_status	Failure	Dissolved	The domestic registration is Dissolved.

True Industry (Industry Classifications) Review Task Outcomes

category	key	status	sub_label	message
industry	industry	Success	No Hits	True industry identified as “Other Non-Prohibited”
industry	industry	Failure	Hits	We believe the company may operate in “X” industry

Entity Type Review Task Outcomes

In order to use the entity type review tasks, you must submit an entity type with the business's formation. See the create a business endpoint for more details.

category	key	status	sub_label	message
formation	entity_type_match	Success	Verified	The submitted entity type matches the entity type on the domestic registration
formation	entity_type_match	Failure	Unverified	The submitted entity type does not match the entity type on the domestic registration

category	key	status	sub_label	message
name	name_and_entity_type	Success	Verified	The submitted business name and entity type match the registration name
name	name_and_entity_type	Failure	Unverified	The submitted business name and entity type do not match the registration name