CreditFolderTemplateDataPoint

A data point is a single piece of credit information about a customer. A credit case folder template contains the data points available by default in a credit case folder for the credit review.

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Business Views

** Available for extracting data

• creditCaseFolderTemplateDataPointsExtract**

  A data point is a single piece of credit information about a customer. A credit case folder template contains the data points available by default in a credit case folder for the credit review.

  Label, Plural Label

  Data Points, Data Points

  Data Source

  Read-optimized data store

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  Fields

  • casefolderTemplateDataPointId (int64)

    Identifier of the credit case folder template data point.

    Label

    Case Folder Template Data Point ID

    Properties

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

    The user who created the record.

    Label

    Created By

    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

  • caseFolderTemplate (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.

    Business Object

    CreditCaseFolderTemplate

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    Fields

    • casefolderTemplateId (int64)

      Identifier of the credit case folder template.

      Label

      Case Folder Template ID

      Properties

      • searchable
      • sortable
      • not nullable

  • dataPoint (CreditDataPoint)

    A credit data point is a single piece of credit information about a customer. Data points form the basis for making determinations about a customer's creditworthiness. Examples of data points include: the number or amount of past due invoices, the bank account average balance, the percentage of invoices paid promptly, and the customer credit ratings with external agencies.

    Business Object

    CreditDataPoint

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    Fields

    • dataPointId (int64)

      The data point unique identifier.

      Label

      Data Point ID

      Properties

      • searchable
      • sortable
      • not nullable

  • includeInCaseFolder (ERPLookupCode)

    Code that identifies the usage of each data point in a credit case folder template. Valid values are: No, Required, Optional. The No value indicates that the data point doesn't appear in the template and doesn't appear in any case folder created using the template. The Required value indicates that the data point is included in the template and a value is required for credit determination and to calculate the credit score in the credit case folder. The Optional value indicates that the data point is included in the template, but a value isn't required.

    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

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