This page refers to the different fields available on the Credit Reporting page of the Entities section of the Admin Libraries.
Below the image of the page you will find itemised descriptions of the fields and a basic guide of what is required.
Type
This is the file format that the CCR data will be extracted into. These formats are still being developed so it may be that the format required is a 'Custom' one.
- Centrix - for NZ Centrix users use "Centrix CSV".
- Equifax NZ - for NZ Equifax users use “Custom” and you will need to amend the OE.CCR Script Constant to RCANZXML.
- Equifax AU - for AU Equifax users use “Custom” and you will need to amend the OE.CCR Script Constant to ARCAXML.
- Illion/D&B/di - for AU Illion users use “Decision Intellect CSV”.
- Multi Bureau
- For NZ, use 'Custom' and you will need to amend the OE.CCR Script constant to RCANZXML.
- For AU, use 'Custom' and you will need to amend the OE.CCR Script constant to ARCAXML.
File Name
The File Name needs to include the path and tags to ensure that the filename is unique. There are specific naming conventions for the file that is required by some Bureaus.
There are some replaceable tags that can be used for the file name, e.g. [SIGNATORYID]_[SIGNATORYSUBID]_[EXTRACTDATE]_[EXTRACTTIME]_[BATCHID]_[VERSION]_[BATCHTYPE].xml
The meaning of these tags are as follows:
- SignatoryId - defined further down on this page
- SignatorySubId - usually all zeros and is defined in the OE.CCR Script
- ExtractDate - the Date of the file extract
- ExtractTime - the Time of the file extract
- BatchID - the export Batch Id
- Version - the Version of the file; this refers to the format version
- BatchType - Test Mode, Initial, Periodic or Correction
Test Mode
Tick this checkbox to run the module in Test Mode.
It is advisable that this option is used before beginning production CCR loading, to test the files. These files should be provided to the Credit Bureau and any issues raised by them addressed before beginning Production processing, to avoid any issues later.
Available Batch Types
- Initial - this is for the Production Initial export and then unticked after the initial file has been supplied to the Bureau.
- Periodic - the usual monthly periodic load.
- Correction - used to provide updates of any accounts needing some data to be corrected from the last periodic extract.
Email address to which the batch file receipt and the response file pick-up notifications will be sent.
Name
Name of the Credit Provider as they are known by to the Credit Bureau.
Reference
Add in a reference that will make sense to you.
Signatory Id
This field is Mandatory and provided by the Credit Bureau.
- For NZ the Signatory Id is normally set as 00000071CSN#, where CSN# is the 4-digit finPOWER Connect Customer Support Number / Licence Number.
- If a Signatory 'Sub Id' is required, then this is configured as a Constant in the OE.CCR Script
Industry Type
- NZ - for NZ set this to 'F' for Finance Services.
- AU - for AU set this to 'C' for Credit.
Is Licensee?
Tick the checkbox where the company is the Licensee.
Contact details
These details are included in the XML format files for RCANZ and ARCA files; we believe these details will be used by the Bureau to contact if they have questions or issues.
Detail
This determines the amount of detail to be returned from the Bureau after they have processed the file.
Select from Full or Summary.