1. Implementing Receivables Credit to Cash
  2. How You Import Credit Management Data Points

How You Import Credit Management Data Points

Use the Import Credit Data process to import credit data from third-party organizations for use as data point values in your scoring models.

You can download a customer credit data FBDI template to use to prepare your data. The template contains an instruction sheet to help guide you through the process of entering your information.

To access the template, complete the following steps:

  1. Navigate to the File-Based Data Import for Oracle Financials Cloud guide.

  2. In the Table of Contents, click File-Based Data Imports.

  3. Click Credit Management Data Points Import.

  4. In the File Links section, click the link to the Excel template.

Follow these guidelines when preparing your data in the worksheet:

  • Enter the required information for each column. Refer to the tool tips on each column header for detailed instructions.

  • Don't change the order of the columns in the template.

  • You can hide or skip the columns you don't use, but don't delete them.

After you have completed the template, upload it using the Load Interface File for Import process:

  1. In the Import Process field, select Import Credit Data.

  2. In the Data File field, enter the completed template.

  3. The Load Interface File for Import process uploads the credit data for each customer included in the template. The import process checks for the uniqueness of the customer (party) number and customer account number (if entered).

Settings That Affect the Upload Customer Credit Data Template

The Upload Customer Credit Data import template contains an instructions tab and a Customer Credit Data tab:

Spreadsheet Tab

Description

Instructions and CSV Generation

Contains instruction information about preparing and loading data, the format of the template, submitting the Import Credit Data process, and correcting import errors.

CustomerCreditData

Enter credit data point information for each applicable customer and customer account.

How Customer Credit Data Is Processed

You can import credit data from third-party organizations for these data point categories:

  • Bank References

  • Business Information and Credit

  • Collateral

  • Financial Data

  • Guarantors

  • References

  • Trade References

  • Vendor Funding

  • Additional (for user-defined data points)

You enter one data point value for the same combination of customer, customer account, data point category, and data point name. If the data point takes a numeric value, then in many cases you need to add a currency.

The validated data points become available for use in scoring models created for the applicable customers and customer accounts.

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