Heritage Logistics Co.

Approved

TN-2026-0509 · Business

Validation checklist

W-9 · TIN · Address · Banking · Contact

Mismatch needs attention

Identity

Case archetype

LLC · banking change request

Established LLC submitting a banking-information change. Triggers dual-approval and Plaid handshake.

Legal name

Heritage Logistics Co.

TIN

***-**-6071

Email

info509@heritagelogisticsco.com

Phone

(615) 555-2710

Address

7541 Park Ave, Johnson City TN 37601

NAICS

624229

Activity Timeline

  • assignment change

    assignment change executed

    3/2/2026, 12:36:44 PM · Jordan Lee

  • status change

    status change executed

    6/4/2026, 11:36:44 AM · Derrick Moore

  • status change

    status change executed

    3/31/2026, 3:36:44 AM · AI Attendant

  • document viewed

    document viewed executed

    3/8/2026, 11:36:44 AM · Aisha Khan

  • page view

    page view executed

    3/3/2026, 1:36:44 AM · Jennifer Park

  • page view

    page view executed

    4/13/2026, 1:36:44 PM · Jennifer Park

  • verification run

    verification run executed

    6/5/2026, 9:36:44 AM · Jennifer Park

  • sms sent

    sms sent executed

    6/5/2026, 2:36:44 AM · Marcus Holloway

  • verification run

    verification run executed

    5/30/2026, 2:36:44 AM · Jordan Lee

  • kpi drill

    kpi drill executed

    4/20/2026, 6:36:44 PM · Jennifer Park

Verifications

  • IRS TIN Match

    IAL2ManualReview1347ms · IRS

    Auto-generated verification check 9

  • USPS Address

    IAL2Passed1016ms · TN-internal

    Auto-generated verification check 49

Risk Score

59

/ 100

Yellow

Contributing factors:

Documents

Comments & messages

  • Where is my payment?

    Where is my payment?

  • What is my supplier ID?

    AI-handled deflection.

  • How do I respond to a request for info?

    AI-handled deflection.