Ebureau Setup

The eBureau consumer eLink batch process is a skip trace and data conditioning resource which may be utilized to automate locate and inventory finalization trigger processes (such as bankruptcy or deceased).

To use Collect!'s eBureau module, you must have the option licensed, and you need to have an account established with eBureau. Once you have your login credentials from eBureau that will allow the system-to-system communication, you can configure your interface in Collect! via \System\ Preferences\eBureau Setup.

The eBureau Module is an extension module available to sites who have a Collect! Professional level license or higher AND who are operating on software version CV11.3.1.1 and higher. If you have upgraded from an older version, you will need to request a new license from us to enable this module upon purchase. It is also necessary that you have an account established with eBureau.

To access the module setup screen, click \System\Preferences.

System Setup Menu

Click the eBureau Setup option to display the configuration window.

eBureau Setup

Your eBureau representative will provide you with your login credentials which will include a URL, userid, password and the certificate file you need to connect.

Server

This is the URL of the server that you will be connecting to. You will be provided with the URLs for eBureau's test server and their production server. URLs must be entered using the protocol and host.

For example:

https://the.hostname.com

The terms of use for these servers will be decided between yourself and eBureau. Expect to be permitted a limited number of connections to their test server, and to be charged per transaction with their production server.

Userid

This is a unique login provided by eBureau. It will be 10 alpha numeric characters long, and is case sensitive. The first 5 alpha characters represent your company and the last 5 numeric characters represent a unique account serial number provided for your company.

For example:

abcde12345

If less than 5 alpha characters are available, this section may be padded with zeroes.

For example:

abc0012345

Password

This is the password used to authenticate with eBureau's servers. The password is 12 characters long, case sensitive, and is consistently formatted as two alpha characters and two numeric characters.

For example:

ab12cd34ef56

Timeout

Timeout is the transaction processing timeout, defined in seconds. The default is 60 seconds. Timeout should be set to optimize processing. If set too low, processing may not finish. The transaction may be billable even though it did not finish.

Please make sure to set the eBureau timeout mechanism lower than any other timeout mechanism that is used in the your system. This enables eBureau to fail the transaction and log it before the CV11client closes the connection.

Contact an eBureau technical representative for help in determining the best setting for your specific circumstances.

Update Debtor Information

Switch this ON with a check mark if you want the eBureau process to dynamically update Debtor accounts with returned information blindly and without human intervention.

When this switch is ON, you must select the fields that you want Collect! to dynamically update. Choices are Address, Phone and DOB.

Leave this switch OFF if you want to preserve your account information as is and set your standard to be that updates require manual review/verification before the data may be swapped into place on the debtor screen.

The module does create a unique Attachment record for each Address returned from eBureau irrespective of this Update automatically or not preference setting.

Field Options

Select the fields you want to update automatically. If you do not select any options, Collect! will leave the current Debtor information alone, creating an Attachment for each Alternate Address returned from eBureau.

Address

Switch this On with a check mark if you want Collect! to update Debtor accounts with Rank 1 Address information returned from eBureau.

You must also switch On "Update Debtor Information."

Collect! also creates an Attachment for each Address returned with the Class set to "eBureau" and the Type set to "Alternate Address".

Old Address information is logged to Notes when the eBureau process updates the Debtor account.

Phone

Switch this On with a check mark if you want to dynamically update Debtor accounts with Phone information returned from eBureau.

You must also switch On "Update Debtor Information".

Old Phone information is logged to Notes.

When you switch this On, additional Phone Options will be displayed.

Phone Options

These choice relate to the Phone switch in the Field Options section. You can define the order you wish the module to use when automatically updating the Debtor's Phone number information.

These check boxes are greyed out unless the Phone option is switched On in the Field Options section.

Only If Empty

Switch this On with a check mark if you want to leave the Home number intact if it is already populated on the Debtor screen.

If the Home phone field is unavailable, the Rank 1 Phone number will be written to the Debtor Notes.

This option is greyed out unless the Phone option is switched On in the Field Options section.

When you switch this On, you will be prompted to designate which field it should "Then Try" if the target field is unavailable due to being already populated.

If this switch is unchecked in the Off position, the Home phone number will always be updated regardless of existing contents, and the "Then try" options will be disabled. Any existing contents in the Home field will be written to the Debtor Notes.

Then Try

If the Home field is already populated, you can select Other and/or Cell as fields to be tried next when the module is seeking an available phone field to write return data. You may opt to select both, 1 or neither.

If no fields are available, Collect! will write the return Phone number to the Debtor Notes.

These options are greyed out unless the Phone option is switched On in the Field Options section.

When you switch this ON, you can select up to two other phone numbers to try next.

Try Phone 1

Select the phone field from the pick-list that you want to test next for empty when returning eBureau phones.

If this field is not empty, the module will try phone 2. If that is not empty, the phone number will be written to the Debtor's Notes.

Try Phone 2

Select the phone field from the pick-list that you want to test last for empty when returning eBureau phones.

If this field is not empty, the module will write the phone number to the Debtor's Notes.

DOB

Switch this On with a check mark if you want to update Debtor accounts with Date of Birth.

You must also switch On "Update Debtor Information".

Old DOB information is logged to Notes when the eBureau process updates the Debtor account.

Logging

Traffic between your system and eBureau's servers can be logged by enabling either of the "Log sent data" or "Log received data" check boxes. Each connection will be logged and saved in your CV11\bin\eBureau folder.

Log Sent Data

Switch this On with a check mark to write all sent data to a log file in the CV11\bin\eBureau folder. The filename will indicate the date and time in 24 hour clock format.

For example:

EB_out_090102-105653.xml

This file would contain the information sent out at 10:56:53 on January 2nd, 2009.

Log Received Data

Switch this On with a check mark to write all received data to a log file in the CV11\bin\eBureau folder. The filename will indicate the date and time in 24 hour format.

For example:

EB_in_090102-105655.xml

This file would contain the information received at 10:56:55 on January 2nd, 2009.

Test Connection

Selecting this button will attempt to connect to the server URL entered in the Setup window, using the Userid and Password you have entered as supplied to your by your eBureau representative.

Troubleshooting Ebureau Connection

When testing your connection to eBureau, Collect! will pop-up messages that the eBureau server returns.

Examples:

1. Collect! is attempting to establish a connection with the eBureau Test Server.

Attempting to Test Connection

2. Collect! connected successfully. All of your setup configuration is correct.

Successful Connection Test

3. You did not enter the correct address for eBureau's Server.

Incorrect URL Entry for eBureau Server

4. You did not enter the correct Userid and/or Password that eBureau expects to identify you.

Incorrect Userid and/or Password

5. The eBureau connection reads a security certificate file named ca-cert.pem found in your "CV11\bin" folder. You should have received this file from eBureau and it should be copied to your CV11\bin folder.

Certificate File Cannot be Found

6. Your IP Address must be registered with eBureau to send and receive data from their server. eBureau should do this for you when you set up your connection with them. Give them your external IP address (if you are behind a firewall).

IP Address Disallowed

See Also

- How to Submit Accounts to eBureau
- Batch Processing Topics