Automation and Contract Profiles Training

Automation and Contract Profiles Training

Please see the attachments for detailed information, recording available from within the Vimeo weblink


Three Attachments available + a link for the Recorded Training:

      1.  Detailed notes that accompany the Recording, titled "Detailed Notes - Automation & Contract Profiles Training.pdf"
      2.  Example of a visually mapped Workflow diagram, titled "Workflow Example.pdf"
      3.  The Q&A from the training, titled "Q&A - Automation & Contract Profile Training.pdf"
      4.  The recorded training from 4/18/2023 explaining the Automation & Contract Profiles functionality of the Automation and Workflow Module

      
      Click HERE for the Automation & Contract Profiles Training Video 
   

Agenda
Q & A
Workflow Example
Agenda
Agenda of Training from the "Automation & Contract Profiles.pdf" document and recording
1.  Required and Related Modules
2.  Configuration Review
3.  Best practices for Configuration & Testing Efforts
4.  Automation Functionality
5.  Contract Profiles Functionality
6.  Report Options

Q & A
There were no questions submitted into the Q&A functionality during the training. However, one of the surveys submitted following the training mentioned wanting to see a breakdown of the Credit Reports that can be generated within ASPIRE v5. That has been turned into a question, listed below.

Q: Where can I find a breakdown of the Credit Reports that can be generated within ASPIRE v5?

A: The Credit Reports available to you use is dependent upon the Credit Module(s) you have licensed for ASPIRE v5. As of April 2023, the Credit Modules available for purchase that retrieve Credit Reports are as follows:
  1. Creditsafe Reports
  2. Equifax
  3. Experian UK
  4. FICO Liquid Credit
  5. MicroBilt Credit Commander
  6. PayNet Direct Integration
All of the above modules will allow you to pull credit reports manually or via the automated process available via Contract Profiles Scorecard functionality.

The ASPIRE Help provides not only a listing of all of the Credit Scorecard Scoring Criteria available, but this page also displays all of the available reports to pull by Credit Module.


Workflow Example

 



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