Terminology
The table below outlines the most important terms used in Creditsafe Connect.
| Term | Description | Read more |
|---|---|---|
| Monitoring object | A company or private individual that has been found in Creditsafe’s datasources by using the search function in Creditsafe Connect and saved in the BC database. A monitoring object can be used to create a customer and/or a vendor and are used to track credit ranking, performing credit checks etc. | |
| Datasource | An on-line service from which credit information can be retrieved. Creditsafe Connect supports three datasources/API's: - The global connect API for companies. - The Swedish API for companies and persons. - The Norwegian API for persons and sole proprietorships. |
|
| Data report | A set of data returned by Creditsafe and stored in a header/lines table structure in Business Central where the header represents the report and the lines the content of the report. Each report line is assigned a parameter code in Business Central, which makes it possible to define datasource independent logic for data processing. | |
| Report parameter | A code representing a report line. | |
| Report parameter group | A group of report parameters that acts as a heading when displaying data reports. | |
| PDF report | A pdf report generated by Creditsafe when a user in Business Central requests a pdf report. Pdf reports are stored in the database. | |
| Portfolio | Companies can be grouped in portfolios for monitoring and scheduled updates of data in Business Central. | |
| Credit template | A set of rules that decides the credit check status of a monitoring object. For the Swedish datasource the credit template is defined by Creditsafe and only referenced in the API-call from Business Central. For the global datasource the credit template is defined in Business Central based on parameter codes in report data. | |
| Ranking | Describes credit risk for companies | |
| Scoring | Describes solvency for persons | |
| Ranking index | A numerical value that describes the ranking for companies. | |
| Scoring index | A numerical value that describes the scoring for persons. | |
| Ranking group code | A code from A to E that describes ranking for companies. | |
| Scoring group code | A code from A to E that describes solvency for persons. | |
| Active Customer/Vendor | A customer or vendor which has a non posted sales- or purchase document, or that has an open entry in the customer/vendor ledger. It is also possible to specify a date formula in the credit monitoring setup that looks for events in the customer/vendor ledger back in time according to the specified date formula. |