Manage Providers

Connect this agency's customer-owned provider APIs. Credentials are submitted directly to the protected server route, encrypted before storage, and never written to browser storage.

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Add or replace a provider

Connect or replace one of up to five agency-owned providers. Quorum accepts OpenAPI, documentation pages, pasted cURL/Python/C#/JavaScript examples, or manual endpoint metadata.

Provider name *

Documentation or OpenAPI URL

API base URL

API contract or code sample

Manual endpoint fallback

HTTP method

Endpoint URL or path

Credential header

Credential prefix

Query/input parameter names

Basic auth username — only for providers authenticated as -u username:secret. For Twilio this is your Account SID. API credential * I confirm this agency has a documented permissible-use basis for this provider and this workflow. I confirm the provider's current terms permit collections or account-recovery decisioning.

Run a record

Enter one account. Quorum runs it through this agency's connected providers and returns a documented Proceed / Review / Block / No Result decision with a reason for the file.

First name

Last name

Full name (only if not split above)

Phone (any format)

Email

Company name (optional)

Company domain (optional)

LinkedIn URL Address line 1

City

State

ZIP

Date of birth (any format; year optional)

SSN (full, or last 4 only — XXX-XX-1234 accepted)

Used only as an identity anchor for the current investigation. The interface masks the value, and routine decision summaries and exports do not display the full number.

Middle name

Prior surnames (comma separated)

Known associates (comma separated — a shared associate is what separates two people of the same name) Name variants / aliases (comma separated) Known restrictions (comma separated — e.g. represented_by_counsel, cease_communication, bankruptcy, deceased) Account reference (your internal id)

Upload a list (CSV)

Upload a CSV of accounts. Quorum runs each row through your connected providers and appends the documented decision. Columns are matched by name — name, first_name, last_name, phone, email, company_name, company_domain, linkedin_url, address, city, state, zip, dob, ssn, middle_name, prior_surnames, known_associates, name_variants, known_restrictions, account_id. List columns accept several values separated by commas, semicolons, or pipes.

CSV file

Each row runs a full provider investigation and counts toward this agency's monthly decisions. Large lists run sequentially in this browser tab; keep it open until the run finishes.

Decision results

Each record opens with the answer, the cleared contact path, and the next action. Supporting evidence and the complete technical audit remain available when needed.

No records have been run yet. Use “Run a record” or upload a CSV above.

Usage & billing

Plan

Quorum

Included

Set in contract

Eligible usage

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Overage

Set in contract

Controlled access

Create a trial link

Issue a secure, time-limited workspace link. The agency uploads and runs its own file; Quorum does not require files to be emailed or manually returned.

Access management

Trial requests and links

Approve inbound requests, copy active links, and see trial expiration and upload activity in one place.

Prospect	Status	Access	Activity	Actions

Legal, privacy, security, and commercial

Document register

Every document a customer, regulator, or investor may ask for, with an honest status. A document drafted in-house is a draft until counsel says otherwise, and a draft cannot be marked for external release — the database refuses it.

Inventory

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Select a document

Choose a document from the inventory to read its draft text or its scope notes.

Resolve accounts. Review exceptions. Control access.

Decision workspace

Provider readiness