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Obtain reports

The procedure for obtaining reports is described below. A report request is always initiated via one of the ActionItems Start SkyMinder request. These ActionItems are available in the Customer/ Contact/ Vendor cards and lists. After starting the inquiry, the SkyMinder Search card will open at for the first inquiry. If an assignment has already been made, the SkyMinder Inquiry card will open immediately.

Search query​

In the search, a CreditSolution2Dynamics business partner is linked to a company present at CRIF.

When a request opens the SkyMinder Search card, this is either the first request for the business partner or the previous connection to a CRIF company has been disconnected. If a connection already exists, the product selection will open immediately (see below). In the search query, information can be given by which CRIF will deliver suitable results, here applies: the more information is given, the more suitable are the search results. In any case, a country and a name must be given. If in the Countries/Regions setup the BC country identifier has been linked to the matching country, the matching country will be pre-filled here. If a request is started for the USA or Canada, the region/state must also be specified in the Additional information tab. For German persons, all fields must be filled for legal reasons. In order for the first name to be available here, Person must be selected in the Type field.

When all the given information has been entered into the fields, it is necessary to confirm with OK.

Result selection​

After the search has been successfully completed by the search query, the SkyMinder Search Result Lines list opens with the search results that the CRIF service has delivered. Based on the column information, it is now up to the user to determine which of the rows is the correct one . This can then be confirmed with OK . A product query is then started for the selected line and the SkyMinder Request card is opened.

Request card​

After a successful product request through the SkyMinder Search Result Lines list, the SkyMinder Request card will open, where a product can be selected and ordered for the business partner.

Tab: Business Partner​

Here you can find general contact information about the business partner and the number of the connected contact, Customer and creditor.

Tab: SkyMinder Order Criteria​

This tab displays information about the service . The Provider is the company that provides the information for this business partner.

At Product a product for the business partner can be selected by the dropdown list.

  • Columns in the product list:
    • Service and provider as in the request card
    • Report type: Report types offered by SkyMinder. Offered types depend on the contract with CRIF
    • Language: Here the languages are specified in Alpha-2, which can be provided by the service
    • Available in: "immediately" provides report immediately after confirmation of the request. If the delivery time is not immediate, the report is expected to be delivered shortly.
    • SkyMinder Delivery Method: The delivery method specified by CRIF. The possible delivery methods depend on the contract with CRIF.

Tab: Options Business Partner Germany/USA/Canada/China​

In some countries (currently USA, China and Germany) a reason for request must be specified for legal reasons. This can be selected here in a drop-down list. For USA and Canada, the region from the search is still displayed here. For Germany there is still the possibility to get the local PDF delivered. The local PDF also has the provider layout for SkyMinder requests. The local PDF usually contains the same information, as the SkyMinder PDF .

Tab: Last Report​

If there is already a report for the business partner, the current one is displayed here. For the information the info fields: Service, Provider, Product, Requested by (the user who started the request is displayed here), Requested on (the date + time of the last request is displayed here) and the credit index.

Tab: Existing Reports​

A list of all past reports about the business partner is displayed here . Also here are the menu buttons: Show PDF, Text Lines, Copy TO CRM.

Investigation​

In case of an Investigation, the available information will be forwarded by the business partner to CRIF and CRIF will start a separate search for a suitable company. If CRIF has found a suitable company , a report will be provided subsequently. An investigation should be triggered if a search does not return the desired result, even though the specified search criteria were correct. In order to start an investigation, you have to click on the ActionItem Start investigation in the search results list.

This opens a request card for product selection, as with a matching result. For Investigations, the same product restrictions apply as for requests , except that no immediately available products are available.