How To Attach Credit Reports To Debtor Accounts
Collect!'s Import/Export module enables you to process
credit reports or other query results from external agencies.
You can attach this information to the appropriate Debtor
account and have it instantly available for reference.
Collect! requires that you obtain an ASCII text file with your
query or reporting results. Then you can use the matching
import map to parse this file and can attach information to
each referenced account, automatically. Since each of the
major credit bureaus has its own format for these reports,
we provide three import maps, one for each.
In order to use the CBR Pull feature, you will need
the Import/Export module. However, you can try
it out in your Demo database, prior to purchasing the
Import/Export module.
Samples of CBR Pull are shown in the Demonstration
database that ships with Collect!. You can
download CBR Pull import maps and sample
credit report files from the Collect! Member Center.
If you are not a Member, contact Administration for
pricing options at 250-391-0466, option 3.
Download CBR Pull Sample Package
CBR Pull Data Files
Data files must be received in a format that Collect! can use.
The import maps are designed to read a specific format for
each bureau. You can review the sample files for details.
Reports pulled from the credit bureau, or other
agencies, must reference the accounts by Debtor
File Number for this to work as designed.
Please refer to Help topic, Credit Bureau Pulling for more
information about requesting and receiving data files to
use for your CBR Pull imports.
CBR Pull Import Maps
The import maps for CBR Pull are designed to parse the
incoming data file, storing each account's report in a new
attachment. You can visit the Debtor account and you will see
the newly created CBR Pull attachment. When you open the
attachment, you will see a file attached to it. The name is
displayed in the Attachment's File field. The file opens in
Notepad to show you the report details. You access the
information quickly whenever you open the account.
If you use the CBR Pull import maps already provided
in the CBR Pull Sample Package, you only need to
create a new import library and you are ready to begin
attaching credit reports to your accounts.
When the CBR Pull import is run for one of the bureaus, an
attachment record is created for each account referenced in
the incoming file. START and END identifiers tell Collect! how
to read the text file. All text, from the START to the END
identifiers for each account, is loaded into an attachment file
in the database Attach folder.
It is important to use the import map that
matches the bureau whose file you are reading.
Each bureau has its own format.
When you run the import routine, attachment records are
created for each account in the file and the credit report
information is stored in a file in the Attach folder. The
filename is displayed in the File field of the new attachment.
Please view the samples in the Demonstration database
for details.
Attachment File Security
The Attachment File field should be Read Only so that
credit reports cannot be edited. Collect! handles files with
numeric extension, such as 2886.1, 2886.2, as raw text
files. If an attachment File field is Read Only for the user,
then the file is opened as a Read Only file in a fixed pitch
font.
Troubleshooting
The import will key on the debtor's File Number. There must
be a match. If a debtor in the imported file does not exist
in your database, then a new blank debtor is created with
the file number in the report.
The appropriate map for each type of credit report file must be
used. Experian, Trans Union and Equifax use different
formats for headers. The offsets and identifiers in the import
have to map to these to locate the debtor File Numbers and
load the appropriate text from the imported file.
Sample CBR Pull Import Routines
Sample Experian, Trans Union and Equifax import maps
may be downloaded from the Collect! Member Center. You
can try out the routines using the sample files provided, or
use actual credit report files that you have received from the
credit bureau in text format.
Download CBR Pull Sample Package
In order to use the CBR Pull feature, you will need
the Import/Export module. However, you can try
it out in your Demodb database, prior to purchasing the
Import/Export module.
To create your own maps, please examine the samples
and the PDF contained in the sample package. Each
credit bureau has a unique format for their credit
report text files.
Summary
CBR Pull is a feature in Collect! that uses the import/export
module to attach credit reports to Debtor accounts. You can
request credit reports from any of the major bureaus. When
Collect! processes the results, it creates a new attachment
for each account and writes the incoming data for to a file
attached to the attachment. You can instantly access this
information whenever you visit the Debtor's account.
See Also
- Credit Bureau Pulling
- Loading A New Import Library
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