Managing Business Information
You find business detail pages in a collection that consolidates all aspects of a business, such as owners, locations, and licenses.
Business license applicants enter detailed information about the business during the application intake or consultation process. When the application is submitted, a business record is created in the Oracle Permitting and Licensing system with information as entered in the application. The new business parent is in provisional status until the agency approves the application and issues a license. Once approved, the business information is updated in the system, and the business parent status changes to active.
For a license application submitted using the business information of an existing business in the system, the associated business parent is updated based on the entries in the new application. The integration between the business parent data and the license application enables you to view the latest information in the detail pages of the business parent.
Authorized agency users can update information on the business pages. All the changes are automatically synced to the current business licenses as well as the in-progress activities for the business.
One way to access the business parent is to select the Businesses tile on the Agency Springboard. On the Businesses list page, click the row for the business parent you are working with.
The business parent pages help you find information about the specific business. Navigate to the detail pages with business parent data using the links in the left-hand navigation panel, as illustrated here:
Here's the data you can find in the detail pages for a business parent:
|
Page Name |
Description |
|---|---|
|
Business Overview |
View the legal name, ownership type, and status of the business. You can also view summary information regarding the selected business with links to more detail. For more information, see the next section in this topic. |
|
Business Details |
View information such as the legal name of the business, the ownership type, address, federal tax ID, fiscal year end, and other business details. For more information, see Working with Business Details. |
|
Locations |
View a list of the physical locations associated with the business. Click an address on the list to view and update detailed information about the location. For details, see Working with Business Location Information. |
|
Owners |
View a list of owners or corporate officers for the business. Click the link for a person on the list to view detailed information about them. Authorized agency users can edit to update information, such as personal details, address, and more. For more information, see Working with Business Owner Information. |
|
Licenses |
View a list of licenses associated with the business. For more information, see Working with Licenses for a Business. |
|
Audit History |
View changes to the application data such as the business objects that were created, updated, and deleted. On the Audit History page, click in the Search bar to select a date range. Use the tabs at the bottom to view application data for Business, Owners, or Locations. When you access the Audit tab, it will open in a new browser tab. After you are done with the page you can close that browser tab and go back to the Business Details page. |
|
Communication |
View a list of all communication associated with the business. For more information, see Working with Communications and Working with Ad Hoc Communications. |
|
Attachments |
View and manage a centralized list of attachments related to the business and license activity. For more information, see Working with Business License Attachments. |
When amendment and renewal transactions include changes to business information, those changes don’t appear on these pages until the transactions are approved.
Business Overview
The Business Overview page displays the legal name, ownership type, and status of the business. You can also view summary information regarding the selected business with links to more detail.
If business is inactive, the status also shows the date of inactivation. See Inactivating Business Licenses.
Available depending on agency setup, the Hide Business from Public View switch indicates whether the business and its associated business licenses are hidden from public view.
Registered public users can amend business, location, and owner information using a business license associated with the business and location. On the Business Overview page, the contextual help information text about amendment is displayed to registered public users only when the business entiry status is either active or inactive.
You can review information, when available, about the selected business in sections, such as General, Locations, Owners or Corporate Officers, and Licenses. You can click the View Details links in these sections to navigate to more details.
The Owners or Corporate Officers section displays the owner and up to three previous owners. If there are more owners, click the View Owner Details button to open the Owners page. Click the owner or corporate officer row in the list to open a drawer with details.
In the Licenses section, click the license ID link to open the license.