Basic Screen
Description of fields
Field
Description
Go To
Select the section of the Basic screen that you want to view. When you select a section, the screen scrolls to it.
Account Information
Business Legal Entity
Select the legal entity that describes the customer's business.
Business Structure
Select the description for the structure of the customer's business. Examples: Public Corporation or Limited Liability Company.
Customer Name
The legal name for the customer's business.
Customer #
Number used by eCredit to identify the customer. If you do not enter a number, eCredit automatically assigns a number that you are able to modify.
DBA (Trade Ref) 1 -5
Alternative names or trade names used by a business for sales or marketing purposes. Example: Smith Products.
Note: On Customer Search screens, eCredit searches for all the DBA trade reference names you enter, but displays only the name entered in the DBA (Trade Ref) 1 field. For this reason, you might want to enter the most frequently used or most prominent trade name in the DBA (Trade Ref) 1 field.
Other Reference #
If you use a different customer identifier than the Customer # used in eCredit, you can enter that number here as the Other Reference #.
Region
Select the sales region for the customer's business.
Address Information
Address 1-3
Up to three lines of customer address information. Address data can include street name, PO Box number, suite number, and so on. Example: 555 Washington Street, Building 2, 3rd Floor.
Address Type
Type of address, such as billing, legal, mailing, or shipping.
Note: You must enter one legal address for each customer. The automated decision process uses the legal address when pulling credit bureau data.
City
City where the customer's business is located. Example: Boston.
County
County where the customer's business is located.
Country
Country where the customer's business is located. If you use eCredit to request financial data from Reuters , the country you enter here automatically appears on the Event Data screen for requests for this customer.
Customer's e-mail address.
Extension
Extension number for the phone number you entered for the customer.
Fax #
Up to 25 characters (including punctuation) for the customer's fax number.
Last Modified
Date the address was last modified.
Phone
Up to 25 characters (including punctuation) for the customer's phone number .
State
Select the state where the customer's business is located.
Tran #
If the address was used for processing a credit request transaction, the transaction number for the request is listed here.
URL
Customer's Web address. The URL is a link to the customer's Web site.
Zip Code
Up to 12 characters for the postal zip code for the customer.
External Reference Information
DUNS #
9-digit number assigned by Dun & Bradstreet™ (D&B) for the customer.
Experian BIN
9-digit number assigned by Experian® (formerly TRW) for the customer.
LINK
ID 
9-digit number assigned by Cortera for a customer. If you do not know the LINK ID, click the parent and ultimate parent icon to request Cortera locate the LINK ID for you. More
Social Security #
For sole proprietorships, the Social Security Number of the principal for the customer's business. Enter 9 numbers without spaces or hyphens. For security purposes, only the last four numbers of your Social Security Number are displayed.
Tax ID
For corporate customers, the Federal Tax Identification number for the business.
Business Information
Bankruptcy
For a customer that has a history of bankruptcy filings, select the time of the most recent filing.
Business Entity Level
Select the business hierarchy level for the customer. Examples: Ultimate, Parent, or Subsidiary.
Customer Since (YYYY-MM-DD)
Select the date when you established a business relationship with the customer.
In Business Since (YYYY-MM-DD)
Select the date when the customer's business was established.
Information Source
Select the source for business information for this customer.
LBO When
For a customer that has a history of leveraged buy out (LBO), select the time frame of the most recent occurrence.
Legal Entity Level
Select the legal hierarchy level for the customer. Examples: Headquarters or Branch.
Management Quality
Based on your analysis, assess the quality of the management for the customer's business.
Rating
An assessment of the customer's ability to pay. When using eCredit for Collections, the Rating value can be used in rulesets when selecting invoices for strategy and workgroup assignment.
Risk Code
The risk code is a classification for the customer's credit risk. When using eCredit for collections, the Risk Code value can be used in rulesets when selecting invoices for strategy and workgroup assignment.
Ticker Symbol
For publicly-traded companies, the stock market index ticker symbol established for the customer's business.
Note: If you use eCredit to request financials statements, the Market Snapshot report, or Significant Developments from Reuters, the ticker symbol you enter here is automatically entered on the Event Data screen for the request when you select Ticker as the Company Request Type.
Weighted Score
Weighted score (raw score x scorecard weight) for the customer. The way this field is populated depends on your implementation. For example, this field might be populated by the automated decision process when a credit request is submitted through eCredit.
Pay Experience
Actual
Select a description that best matches the actual payment method used by the customer.
Checking Balance
The customer's current checking balance.
Net Worth
Amount of the company's net worth.
Expected
Select the expected payment method as specified in your agreement with the customer.
Account Management
Account Status
Select the customer account status. Examples: Active, Inactive, or On Hold.
Collector
Select the name of the person assigned to collect payment
from the customer.
Note: If Is Restricted or Is NDA is selected for the customer, you
must select a user for at least one of the following: credit analyst,
secondary analyst, or collector.
Credit Analyst
Select the name of the credit analyst assigned to the customer's account.
Note: If Is Restricted or Is NDA is selected for the customer, you must select a user for at least one of the following: credit analyst, secondary analyst, or collector.
Is NDA
When selected, designates this customer as a nondisclosure account. This means that only authorized users can access this account's customer information or credit request details. Authorized users include the primary and secondary analyst and collector, and the primary and secondary managers for these users. For NDA accounts, unauthorized users are not able to view the account information or credit request details.
Is Restricted
When selected, only authorized users can add, edit, or delete customer data and credit request details. Authorized users include the primary and secondary analyst and collector, and the primary and secondary managers for these users. Unauthorized users have read-only access to the customer data and credit request details.
Last Modified
System-calculated date that the customer information on this screen was last modified.
Last Reviewed (YYYY-MM-DD)
Select the date the customer's account was last reviewed.
Next Review Date
System-calculated date for the next review. eCredit calculates the date based on the entries you make in the Last Reviewed and Next Review In fields.
Next Review In
Number of months between reviews.
Secondary Analyst
Select the name of the secondary credit analyst assigned
to the customer.
Note: If Is Restricted or Is NDA is selected for the customer, you
must select a user for at least one of the following: credit analyst,
secondary analyst, or collector.
Analysis Setup
Credit Policy
Select the default scorecard for the customer.
Currency
Select the default currency used to record monetary values for the customer.
Financial Format
Select the financial format for entering financial data for the customer. A customer can have only one financial format. Once you enter a financial statement for the customer you cannot change the format used for the customer.
Include in Portfolio Scoring
Select this check box to have this account included when using Cortera BOOST to batch score your customers.
My Watch List
Select this check box to add this customer to your Watch List. Watch List customers appear on your eCredit Home Page so that you can track them using metrics that you select.
Portfolio
If you have an eCredit license that includes the Portfolio module, the portfolio you select is used as the default for generating Expert Comments for the customer.
Source
To associate the customer with a sales channel for your organization, such as for a branch, vendor, or distributor, select the name of the source (sales channel) for this customer. If this customer is associated with your organization, it is not necessary to select a source.
Note: The Source field appears only if you are a user for a subscriber organization.
Collection Strategy
The name of the collection strategy for the customer. This field is visible only if the Customer Level Strategy flag is turned on in the eCredit Admin Module. More
The collection strategy remains in effect for the customer until you either assign a new one, or click the Reset link to remove the current collection strategy and have a new one assigned the next time an invoice is loaded for the customer.
Type of Business
Select the type of business in which the customer engages.
Net30 Score Data
appears for this section if you use eCredit to store the Net30 Score from
Predictive Metrics Click the 
icon to see past Net30
scores and trends graphs.
Net30 Score
The Net30 score. If between 0 and 900 then it is a Model Score. If equal to 999 0r 9999, then one or more special score reasons apply.
Risk Class
The account's risk class which is used as the basis for determining collections strategies.
Percentile
The percentage of accounts that are expected to score lower and thus have higher credit risk than this customer.
Expected Bad Rate
The probability that the account will go bad within 6 months of the score date.
Net30 Score 2 Data
appears for this section if you use eCredit to store the Net30 Score 2
from Predictive Metrics Click the icon to see past
Net30 2 scores and trends graphs.
Net30 Score - Model 2
The Net30 score - Model 2. If between 0 and 900 then it is a Model Score. If equal to 999 0r 9999, then one or more special score reasons apply.
Risk Class - Model 2
The account's risk class which is used as the basis for determining collections strategies.
Percentile - Model 2
The percentage of accounts that are expected to score lower and thus have higher credit risk than this customer.
Expected Bad Rate - Model 2
The probability that the account will go bad within 6 months of the score date.
Recommended Credit Line
The credit line recommended using Net30 Score 2
Additional Information
Note: If your business administrator defines additional information fields for the Basic screen, there is an Additional Information section containing these custom fields.
