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Companies House & Lead · How-to guide

Refresh PSC and director data

Fetch the latest supported officers/directors and persons-with-significant-control summaries for every row in a saved search.

Audience: Administrators and authorised lead-generation staffPermission: Administrator accessModule v1.0.0
Feature pathFresh UK Leads → Fetch / Refresh PSC & Directors
Before you beginThis guide documents the supplied module workflow. Public data and internet research can become outdated and must be checked before operational use.

What this feature does

Fetch the latest supported officers/directors and persons-with-significant-control summaries for every row in a saved search. The supplied Companies House Leads module keeps the saved Companies House result, public-people refresh, internet evidence, internal lead intelligence, native lead import and Letter Manager history as connected but distinct stages. A result should not be treated as verified or imported unless its displayed status confirms that stage.

How the workflow fits together

The supplied Companies House Leads module keeps the saved Companies House result, public-people refresh, internet evidence, internal lead intelligence, native lead import and Letter Manager history as connected but distinct stages. A result should not be treated as verified or imported unless its displayed status confirms that stage. Use the screen’s current status, warnings and related-record links to decide the next permitted action. Where the module creates a downstream document, queue item, native lead or audit event, verify that record separately.

Step-by-step workflow

  1. Open Fresh UK Leads → Fetch / Refresh PSC & Directors and locate the current record.
  2. Read the existing status, owner, dates, restrictions and related records before making a change.
  3. Change only the fields required for the verified operational event.
  4. Add a decision or change note when the interface provides one.
  5. Save the update and confirm the register reflects the new value.
  6. Review the corresponding activity, access or audit entry rather than relying only on the success message.

Important fields and decisions

Search referenceIdentifies the saved query and all result rows associated with it.
Company recordStores company number, name, status, type, incorporation date, SIC codes and registered address.
Research stateStores public people, internet evidence, confidence and internal lead intelligence separately.
Import stateFresh, imported and linked lead values show whether the result has been connected to native Leads.

Record lifecycle and audit

The module retains operational state separately from the message shown after submission. Reopen the relevant register and confirm the identifier, status, linked employee or company, dates, owner, decision note and any generated document or downstream record. Review the audit, activity, access, export, scheduler or letter history available for this area.

What happens after completion

After the action completes, the updated record remains available through Fresh UK Leads → Fetch / Refresh PSC & Directors or its related register. Confirm the expected status and check any connected workflow—such as a payroll draft, protected document, portal request, export job, notification queue, native lead or Letter Manager entry—rather than assuming every downstream step completed automatically.

Controls, checks and common mistakes

  • Use the exact employee, record, period, search or lead reference shown by the module; similar names are not sufficient confirmation.
  • Do not bypass a missing permission, disabled control, validation warning or restricted status by changing an unrelated setting.
  • Confirm the final saved record, register entry and audit/activity history instead of relying only on a success alert.
  • Use the least destructive correction. Preserve history when the operational event genuinely occurred.
  • Treat Companies House, directory and website data as research evidence that may require a current manual check before outreach.
  • Do not import, contact or send a letter to a suppressed or review-required company until the displayed evidence has been assessed.
Data and workflow safetyThis guide documents the supplied module workflow. Public data and internet research can become outdated and must be checked before operational use. Confirm the exact record, authorised audience and final module status before exporting, publishing, importing, contacting or deleting anything.
Browse connected topics:companies houselead
Understand director and officer summaries →Understand PSC summaries →Troubleshoot missing public people data →Companies House Leads module overview →