Investigations
D&B Onboard allows you to submit an investigation request to D&B when a report is unavailable, when there is no information immediately available on a particular business, or when you are unable to find information on a business within the Onboard system.
If, having entered your search criteria, no results are returned, you will be presented with a message containing some tips to enhance your search and also the option to carry out an investigation:
If, having entered your search criteria, results are returned but they are unsatisfactory, you will find a link underneath the results giving you the option to carry out an investigation:
Clicking on the Carry out an Investigation link when presented with either of the above scenarios will take you to a new screen; Order an Investigation Step One. Your original search details will have been transferred to this page and you will see some additional fields into which you can enter the information that you have on the target company. Once completed, click on Proceed.
The next screen, Order an Investigation Step Two – Other Possible Matches, using the additional information you have provided, will present a set of results highlighting possible matches. From here you can order a Compliance Report or an Ownership Structure on one of those companies.
Alternatively, proceed to Order an Investigation Step Three – Final Confirmation Details. Enter the details as requested including as much information as you can provide to help D&B make contact with the target company. If you would like the investigation to be returned by email, ensure that Deliver the Investigation by Email box is selected.
To check on the status of placed investigations, use the Investigations tab at the top of your Onboard page. Click the tab to view a list of all investigations placed and their current status; In Progress or Complete. Use the filters to refine your results.
Use the View Details link to view information about the investigation placed, including the order information, business details, and fulfillment details. Within the Fulfillment Details section, providing the investigation has been successfully completed, you can click on the links to view the Investigation Report or the Live Compliance Report.
From the investigation results page, you can view the investigation report if "Complete
is shown in the Status column. Clicking the Complete link will display the report underneath the list of investigations. From here, you can save the report as a PDF, or click the View Live Compliance Report link to view the compliance report just as you would when viewing an Onboard Compliance report normally.
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