When you first set up a checklist, the Select Dun & Bradstreet Data Points page provides you with an overview of Global Access Data Products that you can purchase. From this page, select the data product whose data points you want to include on your checklist. You can select more than one data product, but you would typically include only one product on a checklist.
Later, during a credit analysis, the case folder displays the D&B data points that you included on the associated checklist.
When you include a Global Access Data Product on a checklist, all data points for that report are displayed.
During a credit analysis, Credit Management checks to see whether the data exists in your database and is current:
If the data is not available and you selected the All Data Required check box, then you must purchase the data. Credit Management will not complete the credit analysis and make a recommendation until the data is imported from Dun & Bradstreet.
If the data is not available and you selected the All Data Optional check box, then you will receive a notification that the data does not exist. However, Credit Management will still complete the credit analysis and make a recommendation.