Navigating the Businesses Page
Introduction
The Worth AI portal simplifies customer management by centralizing tools for managing businesses, prioritizing actions, and reviewing business credit scores—all within the Businesses view.
- From the top-left navigation menu, select the “Businesses” tab.
- Business Name - The legal name of the business, as provided by the applicant.
- Onboarding Date - When the application process was initiated.
- Business Status - Indicates whether a business is Verified or Unverified.
- A status of Verified means that the submitted TIN (Taxpayer Identification Number) and business name combination successfully matches an official record held by the Internal Revenue Service (IRS).
- This match confirms that the TIN is valid and correctly formatted, the business name exactly aligns with IRS records, and the entity is recognized by federal tax authorities.
- Risk Monitoring - Continuously checks public records, reviews, adverse media, watchlists, and more to provide daily updates and risk scores after onboarding.
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- It proactively alerts risk teams to potential issues, enabling faster responses to high-risk activity.
- The system includes several alert statuses: Open (default), Assigned, Investigating, Escalated, and Closed.
- Action - View Details – Opens access to business information, including name, address, contact details, and financial records.
- Audit Trail - Logs and tracks key activities and changes within the Worth platform. It includes:
- Document uploads and application review actions
- Records of invitation activity, including sender, recipient, timestamps, and requested sections
- Invitation IDs and completion details
- Case-level and business-level activity logs
- Manual notes and document uploads can also be added directly to the audit trail.
- Click the View button in the Audit Trail column to see detailed case activity for a business.
- The Case Activity (also known as the Audit Trail) provides a chronological record of all actions taken on the case since its creation, with the most recent activity appearing first.
- The Filter dropdown is used to narrow the search by activity type and date/time.
For information on adding a new business, refer to the How to Manually Add a New Business article.