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Running a Credit Check

To run a credit check, the financial profile information is sent to an external application that reports a credit rating. The credit rating is typically produced by a credit bureau and indicates the customer's ability to pay. This credit rating helps companies to assess their risk before agreeing to credit terms with a potential customer.

NOTE:  Credit check data for an incorporated business or an individual includes business name, billing address, corporate ID, and tax ID. For an unincorporated business, credit check data includes name, social security number, and driver's license.

To run a credit check

1. Set up the financial profile.

   For more information about creating a profile, see Creating and Updating a Profile in Siebel Communications (End User).

2. In the Financial Profile form, click Credit Check.

   The financial profile information is sent to an external application that reports a credit rating.