BusinessConnect Technical Documentation
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BusinessConnect Release Notes v10.2 outlines credit and collections module enhancements, and announces new online countries added as an option for business credit reports.
BusinessConnect Release Notes v9.38 discusses new features including improved hit rates, Equifax UK consumer availability and industry specific decisioning tools.
BusinessConnect Release Notes v9.49 reviews new features for industry-specific decisioning tools, new scorecard options and expanded coverage through international reports.
BusinessConnect Release Notes v9.59 details new features such as Business Activity Monitor (BAM), additional data providers and a Tarnell data delivery enhancement.
BusinessConnect Release Notes v9.80 provides an overview of new data providers, revisits the functionality of Business Activity Monitor (BAM), and reviews several enhancements.
BusinessConnect Release Notes v9.85 provides an overview of new data providers, the availability of French and German translations and reviews Field Mapping.
BusinessConnect Release Notes v9.97 discusses new enhancements including call list improvements, intraday runs and partitions.
This document describes the features and functionality of Business Activity Monitor™ (BAM) on BusinessConnect™. Business Activity Monitor (BAM) is a monitoring solution that allows customers to receive alerts for their accounts, such as bankruptcies, credit score changes, and more.
BusinessConnect includes a standard set of reports for the Credit app and the Collections app. Both the Credit and Collections apps also have several non-standard reports that may be added to BusinessConnect for an additional cost.
The BusinessConnect Quick Start Guide Creating Customer Fields explains why you might choose to have a custom field and provides step-by-step instructions.
The BusinessConnect Quick Start Guide for File Import Specifications is presented as an ideal scenario for the import and data loader files. These files can be used to manually insert account or AR (Accounts Receivable) data into the BusinessConnect application but in many cases will be used in an automated approach using a program called Data Loader.
The BusinessConnect Quick Start Guide for Invoice Integration helps users define the data to be passed and set criteria for the load process.
BusinessConnect comes with a standard set of reports providing reporting for system administration, account management and activity management. Additional custom reports may be created utilizing any data fields, standard or custom, that are available in your system configuration. This provides you the ability to quickly and easily create report views to meet your reporting needs.
Scorecards allow you to automatically calculate data components such as Credit Limit Approved, Credit Quality Rating, Payment Quality Rating, and any other decisioning variables. The BusinessConnect Quick Start Guide for Managing Scorecards provides reference content and instructions to manage Scorecards within the Credit & Collections Admin tab.
This BusinessConnect Quick Reference Guide provides step-by-step instruction to assist users upgrading to a new version of BusinessConnect.
This document describes how to get the most out of your Free Trial for BusinessConnect™ for Marketing. We will walk you through a few setup steps and how to use the functionality. Enhance data and find new prospects to maximize the impact of your marketing efforts.
BusinessConnect™ is an innovative cloud computing application solution for credit and collections management. This document provides an overview of how to use the BusinessConnect Collections module.
BusinessConnect is an innovative cloud-computing application for credit and collections management. The purpose of this document is to assist users in their day-to-day usage of the BusinessConnect application.
Equifax International Business Reports provide BusinessConnect users with credit information on international businesses. Depending on the country in which a business is located, the user may pull either online or offline reports.
Scorecards allow you to automatically calculate data components such as Credit Limit Approved, Credit Quality Rating, and any other decisioning variables. The results of these calculations may be used within credit and collections processes and may be displayed on Account pages and used in dashboard charting.
This document describes the features and day-to-day use of BusinessConnect™ for Marketing. This guide will assist Salesforce® Administrators in setup as well as Marketing Administrators for field definitions to save data to and process configurations.
This document describes the features, administrative setup, and management of BusinessConnect™ for Marketing. The guide contains content for Salesforce® Administrators as well as Marketing Administrators.