CreditCaseFolderTemplate

A credit case folder template is used to create a new credit case folder. The credit case folder template contains data points, the definition of their use in credit reviews, and a scoring model for a customer or customer account. A credit case folder is created from a template for a combination of credit classification and review type.

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Business Views

** Available for extracting data

• creditCaseFolderTemplatesExtract**

  A credit case folder template is used to create a new credit case folder. The credit case folder template contains data points, the definition of their use in credit reviews, and a scoring model for a customer or customer account. A credit case folder is created from a template for a combination of credit classification and review type.

  Label, Plural Label

  Case Folder Templates, Case Folder Templates

  Data Source

  Read-optimized data store

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  Fields

  • casefolderTemplateId (int64)

    Identifier of the credit case folder template.

    Label

    Case Folder Template ID

    Properties

    • searchable
    • sortable
    • not nullable
  • createdBy (string)

    The user who created the record.

    Label

    Created By

    Properties

    • not nullable
  • defaultFlag (boolean)

    Indicates whether the credit case folder template is the default template. When a credit review is initiated and a case folder created, a case folder template is assigned based on the credit classification and review type combination. If a template can't be found with this combination, then the case folder template designated as the default is used.

    Label

    Default

  • description (string)

    Description of the credit case folder template.

    Label

    Description

  • enabledFlag (boolean)

    Indicates whether the credit case folder template is enabled.

    Label

    Enabled

  • endDate (date)

    Last date the credit case folder template is active.

    Label

    End Date

  • name (string)

    Name of the credit case folder template.

    Label

    Name

    Properties

    • not nullable
  • startDate (date)

    Date the credit case folder template becomes active.

    Label

    Start Date

    Properties

    • not nullable
  • timeCreated (date-time)

    The date and time when the record was created.

    Label

    Creation Date

    Properties

    • not nullable
  • timeUpdated (date-time)

    The date and time when the record was last updated.

    Label

    Last Updated Date

    Properties

    • not nullable
  • updatedBy (string)

    The user who last updated the record.

    Label

    Last Updated By

    Properties

    • not nullable

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  Reference Object

  • creditClassification (ERPLookupCode)

    Credit classification of the credit case folder template.

    Business Object

    ERPLookupCode

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    Fields

    • lookupCode (string)

      The unique identifier of the Lookup Code.

      Label

      Lookup Code ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable

  • reviewType (ERPLookupCode)

    Type of review assigned to the credit case folder. Valid values are: Ad Hoc Review, Periodic Review, Credit Check Failure.

    Business Object

    ERPLookupCode

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    Fields

    • lookupCode (string)

      The unique identifier of the Lookup Code.

      Label

      Lookup Code ID

      Properties

      • inherited
      • searchable
      • sortable
      • not nullable

  • scoringModel (CreditScoringModel)

    A credit scoring model is used to calculate a customer's credit score. It contains the data points and scoring method used for a particular credit review. Users can create a different scoring model for each type of credit review required.

    Business Object

    CreditScoringModel

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    Fields

    • scoringModelId (int64)

      Identifier of the credit scoring model.

      Label

      Scoring Model ID

      Properties

      • searchable
      • sortable
      • not nullable

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