Read profiles · three workflows, one receipt
A read profile is a shopping list, not a workflow engine: the keys to send, the duty sheet the receipt sits beside, the sources read by exact printed name or key. The decision belongs to the organisation that owes the duty.
AP, treasury and procure-to-pay controllers; ERP and payment-platform teams
When: Seconds before a disbursement is released, and on the monthly re-run of the open vendor master.
name — the payee name exactly as it appears on the invoice or vendor master — requiredein — payee EIN as registereduei — SAM.gov Unique Entity ID, where the payee has onelei / eori / uscc — foreign payees: LEI, EU EORI number, China USCC (read at GLEIF; the Chinese register itself is not read)POST /api/ap/check — one view per payee under your partner key — per source: answered / did not answer / not read, exact rows, similar names shown (never counted), SHA-256; decision: nullPOST /api/ap/verify — anyone can replay the hash on a stored viewPOST /api/batch — the whole vendor master as CSV; one receipt per row; monthly re-run with a line-by-line diffReference: /ap/contract.html
The decision is yours. Whether to pay, hold or ask a question is your payment rule, written in your ERP. The view gives your rule dated, cited facts to run on. It never prints approve, hold or clear.
Prime contractors flowing FAR 52.209-6 and Section 889 down to subcontractors; grantees and pass-through entities under 2 CFR 200.214 / 180.300; the auditors who test them
When: Before any subcontract over the FAR 52.209-6 threshold, before each covered transaction under a federal award, and at the Single Audit.
name — the legal business name as registered in SAM — requireduei — SAM.gov Unique Entity IDcage — CAGE codeein — EIN, for the FAC single-audit filingsGET /api/public-record/screening?name=…&uei=…&cage=… — the free receipt — same content as the paid one; printed-name rows on every list, SAM parents' names beside the registrationPOST /api/batch — the subcontractor roster as CSV, one dated receipt per row, coverage table and results CSV for the audit fileGET /api/receipts/{id}/vc — the receipt as a W3C Verifiable Credential, Ed25519-signed; it attests to our reading, not to the subcontractorReference: /forms
The decision is yours. Responsibility, eligibility and award are the contracting officer's and the prime's determinations. The receipt records what SAM and the lists printed on the date you had to look.
Hospitals and health systems, Medicaid managed-care organisations, MA/Part D sponsors and their FDRs, CVOs and credentialing committees
When: At hire, at credentialing and re-credentialing, and monthly for every employee, medical-staff member and vendor billed to a federal health care program.
name — the individual or entity name exactly as enrolled — requirednpi — NPI, for the CMS rows (Open Payments, Medicare utilization)ein — EIN for entitiesccn — CMS Certification Number for facilitiesstate — the state whose Medicaid list to read firstPOST /api/batch — the monthly roster as CSV; one receipt per row; the next month's run prints only what changed, line by linePOST /api/ap/check — a vendor at the moment of paymentGET /exclusion-settlements — what employing one excluded person has cost, as OIG printed itReference: /receipts/for/hospitals
The decision is yours. Whether a printed row is your person is your credentialing committee's finding. Exact-name rows do not prove identity; similar names are shown, never counted; a state list that did not answer is printed as did not answer, never as clear.
Other duties — banks' third-party monitoring, counsel diligence, SIG questionnaires, NERC CIP-013 — are on the forms register. JSON: /api/public-record/read-profiles