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Customers provides comprehensive management of client and business data, integrating financial reports from CreditSafe. View, search, and update customer information with detailed credit risk assessments.

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Workflow Visualization

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What It Does

The Customers system enables you to:
  • View All Customers: Display complete customer database in an interactive table
  • Search Customers: Find specific clients by name, email, city, or CreditSafe ID
  • Financial Reports: Access integrated CreditSafe credit reports and risk assessments
  • Update Reports: Refresh customer financial data from CreditSafe
  • Network Visualization: See company relationships and connected users in an interactive graph

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Key Features

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Customer Table

Browse all customers with essential information:
  • Business name and contact details
  • Location (city/country)
  • CreditSafe ID for financial tracking
  • Quick actions: View report, Edit data, Update from CreditSafe
Customer list table with view, edit, and update actions Open Customers →

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Search Functionality

Autocomplete search across customer database fields to quickly locate specific clients or businesses. Search functionality with autocomplete across all customer fields

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Credit Reports

Access detailed financial analysis for each customer including:
  • Risk score and international credit rating
  • Credit limit recommendations
  • Financial statements and liquidity analysis
  • Group structure and parent companies
  • Payment trends and protest history

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Report Management

  • View Report: Display comprehensive CreditSafe financial assessment
  • Update Report: Fetch latest data from CreditSafe API
  • Manual Entry: Add CreditSafe ID for customers without linked reports

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Network Graph

Visualize organizational relationships showing companies and their connected user accounts in an interactive network diagram. Interactive network graph showing companies and connected users

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How to Use

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View Customer List

Select “Customers” to display the complete table of all clients with name, email, city, and CreditSafe ID.
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Search Specific Customer

Use the search function with autocomplete to find customers by any field. Results display detailed information.
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Access Financial Report

Click the View icon next to any customer with a CreditSafe ID to see their complete credit report with risk analysis.
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Update Customer Data

  • Click Edit to modify customer details in the database
  • Click Update to fetch fresh data from CreditSafe
  • For new CreditSafe links, enter company name and country to search and select

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Database Integration

Customer data is stored in db_ai-loop_V3_business with fields including:
  • Business name, email, contact information
  • Location data (city, country code)
  • CreditSafe ID for financial report linking
  • Full CreditSafe report data (risk scores, financials, group structure)