How It Works - Creditsafe¶

Using Creditsafe as data source requires the customer to have an agreement with Creditsafe for the service Connect. There are also a few concepts that are special to Creditsafe.

Country Support¶

Searches in the Connect API must always specify which countries to search in. This can be specified while using ACD, default country option is required to configure as described in the configuration. It is only possible to search in countries that are available in your agreement with Creditsafe. There can be differences in what data that is available depending on the chosen country. Most "core" data should be available in all countries and otherwise, Creditsafe provides an Excel file with data support on their FAQ.

Exact Hits¶

When searching on the company name, it is possible to decide if Creditsafe should return exact hits or use a more loose matching. This mechanism works for all countries except for Sweden and this is the expected behavior:

With the default behavior, searching for Lime Technologies returns any company with Lime or Technologies in the name.
When using exact hits, only companies with the exact name Lime Technologies will be returned.

For Sweden, a completely different search engine is used by Creditsafe where the result is narrowed for each added search term. The Swedish search returns error if it is used in combination with exact hits and therefore the exact hits option is ignored when Sweden is one of the countries to search in. This means other countries will use the default behavior which leads to a situation where adding more search terms will narrow Swedish hits, but widen other countries.

ACD's default behavior regarding exact hits is possible to configure.

Monitoring¶

Monitoring means automatic updates of companies imported into Lime CRM from the data provider API. This requires the customer to have portfolio functionality included in their agreement with Creditsafe. With monitoring running, no manual fetching from Creditsafe is needed.

Enabling and Disabling Monitoring¶

When you install ACD with Creditsafe as the provider, the acd_autoupdateenabled yes/no field is added with a default value of True. This means all companies are initially synced to the portfolio. To disable monitoring for specific companies, use the web component on the Company card (see here). Those companies will be removed from the Creditsafe monitoring portfolio the following night.

If using monitoring in the desktop client, the field acd_autoupdateenabled can be made visible on the company card and set to readonly = False. That way, it is possible also in the desktop cilent to switch monitoring behavior for specific companies.

Nightly Scheduled Update¶

Each night, the job performs the following steps:

Portfolio sync: Companies in Lime CRM with monitoring enabled are added to the portfolio, while those with monitoring disabled are removed.
Data updates: Updates for all companies in the portfolio are fetched from Creditsafe and stored in Lime CRM.

After each successful run, the last_checked_for_updates value in the runtime config is refreshed. This value is then used as the startDate filter in the Creditsafe API during the following night's execution.

Configure Monitoring¶

See instructions here on how to create a Lime portfolio for the customer. Remember to also update the application config. The last step needs to be done by a Lime Technologies employee.