How do I use the Person-to-Business (P2B) name matching feature?

Learn more about how to properly input names for matching

To use the Name Matching (P2B) feature, enter the names in the text box separated by a comma. Using name matching is not a required input for lookups. If name matches are found, the response will either be the primary contact and/or company officers' data.  

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When no names are returned in the data response then it can be attributed to either of the following reasons:

  • No data was found
  • The potential name matches did not meet the confidence match threshold set 

If P2B is not a contracted service, then this input area will not be displayed.