Person Search

Quick vs Advanced Person Search
There are two different types of Person Search: Quick and Advanced. These options are far more different than you might think! Not only are they operating o...
Mon, 24 Oct, 2022 at 7:28 AM
Choosing the Right Profile in Quick Search
If you’ve done a Quick Person search, you may have gotten multiple profiles back. In this guide, we’ll walk you through best practices for how to pick the r...
Mon, 24 Oct, 2022 at 7:40 AM
Marital Status Codes and Definitions
This value set defines the set of Codes that can be used to indicate the marital status of a person. Code Display Definition A Annulled Marriag...
Mon, 30 Nov, 2020 at 2:05 PM
Why WealthEngine No Longer Flags Deceased Individuals
Overview You may have noticed that WealthEngine no longer flags individuals as “Deceased” This change is due to updated U.S. regulations that restrict acce...
Tue, 16 Sep, 2025 at 9:30 AM