Service-Provider Identity Bridge

Create one row for one source record and one exact provider relationship. The downloadable CSV includes one unfilled row and four explicitly fictional examples. This browser field guide does not save or transmit entered information.

Names are candidates, not authority. Do not place bank, tax, credential, personal or sensitive security data here. This bridge does not authorize vendors, payments, access, contracts, insurance, ownership or performance conclusions.

1. Anchor the portfolio record

Bridge record ID Portfolio provider ID Portfolio display name Service category Facility ID or PORTFOLIO Engagement ID

2. Preserve source-local identity

Source system Source record type Source record ID Source display name Source account ID or NONE Access principal ID or NONE Field company name or unresolved Relationship type

3. Record legal and engagement evidence

Legal name claimed Legal identity state Identifier scheme or NONE Legal identifier or NONE Authoritative identifier source URL or NONE Contract party name or unresolved Contract or scope reference Remittance party or unresolved Remittance-change state

4. Decide the relationship

Match basis and direct evidence Match state Collision state Effective from with time zone Effective to with time zone or OPEN Review trigger Identity owner role Approver role Approved at with time zone Current state

5. Bound use and preserve evidence

Allowed use Prohibited use Evidence references without secrets Limitations and unresolved questions