Templates allow you to order specific parts of the Company Credit Report, avoiding the need to order the full report object in one API call.

This can be particularly useful in situations where:

  • You want to minimize the average response time/size of the response
  • You only want to receive certain data points.
  • Your integration requires different datasets under different scenarios - i.e - you want to capture an overview of the company initially and only order further enhanced data points under specific criteria (order an overview, then financials and negative information).


Each template has its own charging service line that you need access to order.


Template Glossary


NameParameterDescriptionRemarks
Full{null}Default Full ReportContains all other templates by definition.
Company SummarysummaryAn overview of the company containing

Company Name + Registration Number
Primary Activity Code
Status
Latest Turnover Figure
Latest Shareholder Equity Figure
Credit Score (local + international)

Report section:

companySummary
BasicbasicBasic contact information on the company - index data and identifiers.

Company Name + Registration Number
Previous Names
Status
Contact Addresses / Other Addresses
Activity Codes
Website
Number of Employees

No Scores/Limits
Report sections:

companyIdentification
contactInformation
otherInformation
DirectorsdirectorCompany Directors and Shareholders/Share Capitol Structure

Current Directors
Previous Directors
Share Capital Structure (Shareholders + Issued Shares)

No Scores/Limits
Report sections:

directors
shareCapitalStructure
Group StructuregroupstructureCompany subsidiaries
Group Structure with hierarchical levels

No Scores/Limits
Report sections:

group structure
extended group structure
Negative Informationnegativeinfolocal section "Negative Information"
for example - Count Court Judgements in GB

No Scores/Limits
Report section:

negativeInformation
Additional Informationadditionallocal section "Additional Information"

Miscellaneous section that varies between territories. Can contain

Enquiry Data
Land Registry
Commentaries
History
Bad Debt
Persons of Significant Control
Mortgages

It is possible to contain historic scores/limits
Report section:

additionalInformation
Credit ScorescoreCredit Score, International Rating and Credit Limit

Current Credit Score
Current Credit Limit
Current International Score
Current Contract Limit
Probability of Default
Previous Credit Rating
Previous International Score

Report section:

creditScore
Payment Datapaymentdatalocal section "Payment Data"

No Scores/Limits
Report section:

paymentData
Local + Global FinancialsfinancialUp to 10 years of Financial Statements in two different structures - global/common structure and local customs.

Balance Sheet
Cash Flow
Other Financials
Ratios
Audit Remarks

No Scores/Limits
Report sections:

globalFInancials
localFInancials
Reseller AresellerAOnly common report sections

Company Summary
Company Identification
Contact Information
Other Information
Credit Score
Directors
Global Financials
Extended Group Structure

Uncommon sections omitted - paymentData, additionalInfo, negativeInfo, localFinancials
This Template is a collection of all information contained in the templates

'Summary
'Basic'
'Score'
"Directors' - only directors
'Group Structure'
'Financial' - only global financials
Reseller BresellerBThe full Company Report without sections that contain scores/limits.

Company Identification
Contact Information
Other Information
Directors
Global Financials
Local Financials
Group Structure
Extended Group Structure
Negative Information
Payment Data

Scored section omitted - summary, creditScore and additionalInfo (can contain rating history)

No Scores/Limits
This Template is a collection of all the information contained in the templates

'Basic'
'Financial'
'Directors'
'Group Structure'
'Negative Information' 'Payment Data'



All data sections are subject to local availability.



Template Availability



Summary  BasicScoreGroup StructureDirectorsFinancialreseller Areseller BadditionalNegative
Info
Payment
data
BExxxxxxxxxxx
DExxxxx**xxxxxx
DKxxxxxxxxxxx
FRxxxxxxxxxxx
IE
xxxxx
xx
x
NLxxx
xxxxxx
NO
xxxxx
xx
x
ITlocal* templatelocal* templatexxxlocal*
template 
xxx
x
JPxxxxxxxxx
x
SExxxxxxxxx
x
UKxxxxxxxxxxx
USxxxxxxxxx
x


*IT has uncommon local templates due to different supplier cost models.

**German Director template only contains directors, not shareholders.


How to order a Company Report Template


Using the Template glossary, take the parameter name of the template you want to order and insert it it as a parameter in the following request:


Sandbox:

GET https://connect.sandbox.creditsafe.com/v1/companies/{connectId}?template={templateName}

Production:

GET https://connect.creditsafe.com/v1/companies/{connectId}?template={templateName}

You must have access to the template to order a templated company report. You can request this access through your account manager.