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4. Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application

Learn how integrating with credit and financial agencies can benefit your business by watching this tutorial.

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About this Course

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description
lessonOverview

Explore this master course on Credit and Financial Agency Integration and learn how to make accurate credit decisions without any hustle.


That being said let’s understand, how does the information provided by the agencies help the company?


The agency provides information about the company's financial, and credit score with whom they want to do business. The information from the agencies helps the company make a decision on whether to do business with the other companies. 


Why do companies integrate with certain agencies?


These agencies provide some important information about the company they try to do business with.


By the end of this course, configuring credit and financial agency integration will be an easy task for you


In this course, our trainers will make sure that you’re able to configure and set up the characteristic feature on your own.


Key Learning Objectives:


  • What is the Characteristic and how to configure it?
  • What are credit and financial agencies and how can it be configured?

Course Essentials:

This course aims at delivering high-value content through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 1 hour in completing this course, and includes an assignment that is a requirement for achieving your Credit Master Level Badge.

Prerequisites:

Course 1: Account Cloning and User Management in HighRadius Credit Software

Course 2: ECI Data Loading and Configuration

Course 3: Online Credit Application (OCA) and its Configuration

Curriculum60 Mins

  • Understanding Characteristics in the HighRadius Credit Application (~20 Mins )
  • Preview
    Characteristics of the HighRadius Credit Application
  • How to Transfer Data to a Particular Table
  • How Data is Shown in the UI - Part 1
  • How Data is Shown in the UI Part - 2
  • Decoding Credit and Financial Agency Integration (~38 Mins )
  • Why do Companies Need to Integrate with Agencies
  • How to Set-up an Agency for an Account
  • How Fields are Shown in the UI
  • What is Json Mapping
  • How to Pull Reports
  • How to Check if Correct Information is being Populated
  • How to Configure Financial Statements
  • How to Configure the Financial Formula
  • How the Financial Formula is Shown in the Table
  • How to Retrieve Reports for Financial Configuration
  • How Currency Conversion is Done
  • Quiz: Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application

About this Course

`promoImage
description
lessonOverview

Explore this master course on Credit and Financial Agency Integration and learn how to make accurate credit decisions without any hustle.


That being said let’s understand, how does the information provided by the agencies help the company?


The agency provides information about the company's financial, and credit score with whom they want to do business. The information from the agencies helps the company make a decision on whether to do business with the other companies. 


Why do companies integrate with certain agencies?


These agencies provide some important information about the company they try to do business with.


By the end of this course, configuring credit and financial agency integration will be an easy task for you


In this course, our trainers will make sure that you’re able to configure and set up the characteristic feature on your own.


Key Learning Objectives:


  • What is the Characteristic and how to configure it?
  • What are credit and financial agencies and how can it be configured?

Course Essentials:

This course aims at delivering high-value content through a combination of demos, discussions, architecture blueprints, and hands-on exercises.

It will take you about 1 hour in completing this course, and includes an assignment that is a requirement for achieving your Credit Master Level Badge.

Prerequisites:

Course 1: Account Cloning and User Management in HighRadius Credit Software

Course 2: ECI Data Loading and Configuration

Course 3: Online Credit Application (OCA) and its Configuration

Curriculum60 Mins

  • Understanding Characteristics in the HighRadius Credit Application (~20 Mins )
  • Preview
    Characteristics of the HighRadius Credit Application
  • How to Transfer Data to a Particular Table
  • How Data is Shown in the UI - Part 1
  • How Data is Shown in the UI Part - 2
  • Decoding Credit and Financial Agency Integration (~38 Mins )
  • Why do Companies Need to Integrate with Agencies
  • How to Set-up an Agency for an Account
  • How Fields are Shown in the UI
  • What is Json Mapping
  • How to Pull Reports
  • How to Check if Correct Information is being Populated
  • How to Configure Financial Statements
  • How to Configure the Financial Formula
  • How the Financial Formula is Shown in the Table
  • How to Retrieve Reports for Financial Configuration
  • How Currency Conversion is Done
  • Quiz: Understanding Characteristics and Financial Agency Integration in the HighRadius Credit Application