1. Match the contractor’s identity
Compare the license number, legal or business name, location, and available contact details with the proposal or onboarding submission. Similar names are not proof of a match.
2. Confirm authority, status, and scope
Verify that the record comes from the relevant licensing authority, is acceptable for the period of work, and covers the work being proposed. Read status together with expiration and classification or license type.
3. Review supporting details and freshness
Check bond, workers’ compensation, insurance, disclosure, and contact fields when the source provides them. Use source and record timestamps to decide whether a fresh official check is required.
4. Escalate exceptions
Send no matches, multiple matches, identity conflicts, adverse statuses, missing critical fields, and high-risk decisions to a qualified reviewer. Keep the source result and decision history for auditability.
Fields to include in your review
- License number and authority
- Business and licensee identity
- Status and expiration
- License type or classification
- Bond, insurance, and disclosures when available
- Source and record timestamps
Freshness: Check the timestamp on every result. Field availability depends on the source record; unavailable values are not inferred.