Bookshelf v7.5: Establishing D&B User Credentials for ERM

Establishing D&B User Credentials for ERM

In addition to D&B Company Profiles that appear on Account, Competitor, and Company Briefings, Siebel Systems and D&B offer a cobranded Web site that allows Siebel customers to access D&B's detailed business and credit reports through their Siebel application. These reports include Business Background Reports, Financial Profiles, Payment Analysis Reports, and Supplier Evaluations.

You have two options for providing users with access to D&B business and credit reports:

Credit card access. This default option requires the user to enter credit card information for payment.

Contract access. Contract Access requires customers to sign a contract with D&B. Customers are then given logon credentials to use each time they want to order D&B reports, and the price of the report is billed against the contract.

If your company has a contract with D&B to purchase these reports, you can configure your Siebel ERM application to allow users contract access to the D&B company report site. This allows your employees to click a D&B link in the Additional Information section of Briefing documents and enter the D&B Report site with contract access.

To activate the D&B link, you enter your company's D&B account name and password in the Host Administration list in the Administration view.

To allow contract access to the D&B report Web site

From the application-level menu, choose View > Site Map > Integration Administration > Symbolic URL Administration.

In the Symbolic URL list, select the AccountAdditionalInfo content agent.

In the Symbolic URL Arguments list, create URL arguments for the selected content agent.

The following tables shows argument names, such as DNBLink, and each argument's associated value.


Argument Name	Argument Value
DNBLink	Enter the name of the contract.
DNBPassword	Enter the password from the logon credentials issued by D&B.
DNBUser	Enter the user name from the logon credentials issued by D&B.

In the Symbolic URL list, select the CompanyAdditionalInfo content agent.

Repeat Step 3 and Step 4.

When users click the D&B link that appears in Account, Competitor, or Company Briefings, they enter the D&B Company Report site with contract access.

For more information about D&B reports and services, see Applications Administration Guide.