The Professional Overview provides a summary of any job roles or officerships found on your subject.
This information is sourced from UK Companies House, Open Corporates, and Sayari to provide comprehensive worldwide coverage.
Jobs roles and officerships are ordered by the most recent start date.
Summary of Appointments
For a quick overview of all appointments select the ‘Show appointments’ button located at the bottom of the section.
Here you will be able to view the:
Company name
Location (if available)
Name of the employee
Age and year of birth of the employee (if available)
Job role/position of the employee
Start and end dates for the position
Whether the company is: active, dissolved, in insolvency proceedings, or active pending termination
The source(s) for each appointment can be found by clicking on the grey triangle. If there is further information about the address of the company, the industry, or details about multiple positions that the subject has held, this will also be present here.
Filtering
Appointments can be filtered using the pill’s located at the top of the Professional Overview.
Regardless of the colour of the pill, clicking on it will apply the filter. For example, clicking ‘current roles’ will display only the subject’s current positions.
To clear filters, click on the ‘x’ in the relevant pill located in the top left corner of the professional overview section, or click on the original pill again to unselect it.
Editing
Use the dropdown in the top right corner of the Professional Overview section to switch between 'Confirmed', 'Unconfirmed', and 'Discarded' records.
For discarded or unconfirmed roles, you can confirm them by clicking the three dots to the right of the record. Similarly, you can discard confirmed roles using the same method.
If you make a mistake, select ‘Undo changes’ in the purple bar that will appear at the top of the report page. If you have already regenerated the report, navigate to the relevant section and move the record back by selecting the three dots to the right of the record and confirming/discarding as desired.