How customer fit scores are produced
The collector tracks newly issued Chicago business-license records. It selects City records marked as active ISSUE applications, normalizes them, removes duplicates, and stores the complete original record. A newly issued license is not proof that the business was newly formed.
Owner and officer records
Where a business carries a numeric account identifier, the application attaches filed owner and officer records. Owner, officer, member, manager, and legal-entity rows are attached only on an exact account match. Owner data does not affect the fit score.
A filed owner row does not prove that the named person is the current operator, majority owner, purchasing decision-maker, or reachable contact. The dashboard links the underlying record and labels the information as an owner or officer record rather than a verified decision-maker. Contact support to report a data-quality concern.
Two scoring layers
Collection-time rules classify every record for commercial insurance, managed IT, accounting, payroll, marketing, and merchant services. When a customer opens the dashboard, downloads a CSV, or receives a report, the application recalculates the visible fit score against that customer’s saved profile.
Customer parameters
The profile can include target and excluded categories, preferred business types, Chicago ZIP codes, maximum record age, priority and excluded keywords, and weights for category fit, recency, territory, and record details. The weights must add up to 100.
Transparent score components
Each visible score includes a breakdown showing how many points came from category fit, recency, territory, record details, and — when a linked build-out permit reports enough investment — a bonus capped at eight points. Two customers can therefore rank the same business differently.
Optional AI wording
When enabled, AI may improve the wording of source-based summaries. It cannot alter customer parameters, numerical scores, categories, business records, owner records, or invent contact information, revenue, headcount, budget, or purchasing intent.
What a score means
A high score means the underlying record closely matches the customer’s configured prospect profile. It is a prioritization aid, not proof of need, eligibility, creditworthiness, decision authority, or intent.
Coverage boundary
The current collector covers Chicago business-license and owner records only. It does not represent Illinois Secretary of State formations, all suburban municipalities, or every person associated with a business.