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Templates alow you to define what data you want when requesting a company report, this can help in a number of ways;

  • Reduce response times - When you are requesting large reports you can specify a template with only the required data
  • Reduce cost - by chosing a template that excludes paid data (see the data matrix below for paid data sections)
  • Allow a country with local data requirements to call a targeted template

Templates are;

  • Made up of report 'sections' (see below)
  • Categorised as Global or Paid (see below)
    • Global templates are available to anyone who has access to reports in that country
    • Paid templates need you to have an entitlement to that specific template - speak to your account manager for prices
  • Available based on the country of the companies report you are querying (eg a Dutch company would have access to Dutch templates - even if you are located in the US)
  • Currently templates can only be created within Creditsafe

If no template name is defined the full report will be provided. This is with the exception of paid sections, in this case the default template will exclude these sections.

An example of a report request with the template parameter is as follows

Key: Authorization, Value: authToken
Key: Content-Type, Value: application/json

Template Matrix

Countries Exc - Available in all countries except those specified

Countries Inc - Only available in named countries

Template NameCountries ExcCountries IncSectionsType
fullITs,i,cs,ci,sc,d,o,g,eg,gf,lf,n,a, asGlobal

Report Sections

Due to the nature of company information and local filing standards many companies will not have all report sections and fields. This can be due to a number of factors such as

  • Company does not have any information relevant to the section (Company has no negative data).
  • Data Partner does not provide this common section.
  • Legal restrictions (Cannot provide ratings on certain sole traders)
  • You are calling a Report with a Template (please see Templates for more information)
idSection NameData DictionaryDescriptionNot Available
sCompany SummaryCommonContains summarised information that will provide the basic data required to make a decision on the credit worthiness of a company including credit rating
iCompany IdentificationCommonContains information covering company identification, company areas of activity, name changes and dates and previous legal forms
csCredit ScoreCommonDetailed credit score information including current and historical ratings and credit limits plus change datesSweden (Sole Trader)
ciContact InformationCommon Data DictionaryContains data on current and historical addresses and phone numbers, plus current email and homepage URL
gfGroup Financials
lfLocal Financials
nNegative InformationCountry specificInformation describing company activity described as negative, an example would be a UK CCJAfghanistan, Cambodia, Colombia, Ecuador, Indonesia, Laos, Liechtenstein, Malaysia, Myanmar, New Zealand, PLC, Poland, Sweden (Sole Trader), Thailand, Venezuela, Vietnam
dDirectors / ManagersCommonDetails of current and previous Directors and their tenancy at the named companyMexico, Sweden (sole trader)
scShare Capital StructureCommon Data DictionaryData on share capital and shareholders including percent ownedAustralia (Sole Trader), Canada, Luxemburg, Mexico, Sweden (sole trader), UK (Non Limited), USA
pPayment InformationCountry specificData relating to payments made, timeliness and valuesAfghanistan, Albania, Armenia, Australia, Australia (sole trader), Austria, Azerbaijan, Bahrain, Bangladesh, Belarus, Benin, Bosnia, Brazil, Bulgaria, Burkina Faso, Cambodia, Canada, China, Colombia, Congo, Croatia, Czech Rep, Denmark, Ecuador, Egypt, Estonia, Finland, France, Georgia, Germany, Greece, Hong Kong, Hungary, Iceland, India, Indonesia, Ireland, Italy, Japan, Jordan, Kazakhstan, Kosovo, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Liechtenstein, Lithuania, Luxemburg, Macedonia, Malaysia, Malta, Mexico, Moldova, Montenegro, Myanmar, Nepal, New Zealand, Norway, Oman, Pakistan, Palestine, PLC, Poland, Portugal, Qatar, Romania, Russia, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, South Korea, Spain, Sri Lanka, Sudan, Syria, Sweden, Sweden(sole trader), Switzerland, Taiwan, Tajikistan, Thailand, Turkey, Turkmenistan, UK, UK(Non Limited), Ukraine, United Arab Emirates, USA, Uzbekistan, Venezuela, Vietnam, Western Sahara, Yemen
gGroup StructureCommonLists of the queried companies ultimate and immediate holding company plus subsidiaries and affiliated companies, including their countryAustralia, Australia (Sole Trader), Canada, Luxembourg, Mexico, Singapore, Sweden (Sole Trader), UK (Non Limited)
oOther InformationCommonData concerning appointed Banks, Solicitors and Auditors. Also includes Employee number informationAustralia, Australia (Sole Trader), Luxemburg, New Zealand, Sweden (sole trader)
aAdditional InformationCountryThis section contains data that is country specific, see the Connect Data Dictionary in the resources section for further information