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Innovation Hub / clio-operate / ods-lookup

ODS Lookup (workflow action)

Search Sharedo's Operational Data Store for a person/organisation by any combination of email / phone / first / last name. Multi-channel scoring picks the best match. Three outlets: found / notFound / failed. Useful for inbound enquiry de-duplication, CTI screen-pop reconciliation, referral pre-fill.

Production Pilot Foundry-backed Workflow Action

Lifecycle & Roadmap

Current Progress & Milestones

✓
Concept Done

Problem defined & scoped

✓
Build Done

Prototyping & core logic

✓
Validation Done

Client POC & testing

Pilot Current Stage

Live early adopter firms

Adopted

Delivered standard product

At a glance

Area clio operate
Component Kind Workflow Action
Architecture Foundry SDK Standard
Categories Alterspective

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Embed in any page

Drop this snippet into a Sharedo page, intranet site, or proposal — it renders a self-contained summary card linking back to the live hub. Auto-resizes; no auth required for public components. 

<iframe src="https://innovation.alterspective.com.au/embed/clio-operate/ods-lookup" title="ODS Lookup (workflow action) on the Innovation Hub" width="100%" height="420" loading="lazy" style="border: 1px solid #ccc; border-radius: 8px;"></iframe>

Interactive Brochure & Tester

Full Component Documentation

Interactive Documentation Foundry SDK

ODS Lookup (workflow action)

The complete interactive brochure — live calculation tester, configuration parameters, and workflow recipe guides — loads right here. Open it in a full window any time.

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