The table below summarizes D&B Finance Analytics API calls.
Account Management |
|
GetAccount |
Return the Account details such as Account Number, Business Name and address and the workflow status. |
GetAccountListByName |
Return the list of accounts for a given Business Name. |
GetAutomatedAccountReviewStatus |
Return the output or status of an automated account review. |
MatchCompany |
Returns D&B company information (DUNS, Company Name, address, city, state, zip code) for a given account number. |
PerformECFAction |
Performs an action against a given account. |
RunAutomatedAccountReviews |
Perform Automated account reviews when requested by the webservices user. |
UpdateAccount |
Updates Account data, DUNS Number, Field Data and Aging Data and credit terms for a given account. |
createAccount |
Allow for the creation of an account in Account Manager by either passing an Application ID or pertinant data to set up an account. |
getAccountInfo |
Allow for the retreival of specific Information for an Account based on the Account Number and Field Information sent in the request. |
getAccountAgingData |
Allow for the retreival of the latest Aging Data for an Account. |
getAccountCreditTerms |
Allow for the retreival of the current and Recommended Credit Terms for an Account. |
|
Credit Application Management |
|
applyForCredit |
Submits a credit application and renders a decision. |
applyForCreditEnhanced |
Submits a credit application, renders a decision and can optionally return the Linkage Data for the company. |
getApplication |
Returns credit application details such as the Application Number, Business Name and Address and the Workflow status. |
getListOfApplications |
Returns a list of credit applications for a given business name. |
matchCompany |
Returns D&B company information (DUNS, Company Name, address, city, state, zip code) for a given application id. |
performECFAction |
Performs any workflow action on a given credit application. |
updateCreditApplication |
Updates credit application data and credit terms for a given credit application. |
|
Outbound Web Services |
|
sendApplicationStatusChange |
This is an outbound service that is invoked whenever a Credit Application workflow status is changed. |
sendApplicationReDecisionResults |
This is an outbound service that is invoked whenever a Credit Application is Re-decisioned. |
sendAccountStatusChange |
This is an outbound service that is invoked whenever an Account workflow status is changed. |
sendAccountRevaluateResults |
This is an outbound service that is invoked whenever an Account is Revaluated. |