> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wavecentric.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> Centralized customer database with integrated CreditSafe financial reports and network visualization.

**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.

## Workflow Visualization

```mermaid theme={null}
graph TD
    User([User Opens Customers]) --> Choice{Action Type}
    
    Choice -->|View All| FetchAll[Fetch All Customers from DB]
    Choice -->|Search| SearchAuto[Autocomplete Search]
    Choice -->|Network| ViewNetwork[View Company Network Graph]
    
    FetchAll --> DisplayTable[Display Customer Table]
    SearchAuto --> SelectCustomer[Select Customer]
    
    DisplayTable --> Actions{User Action}
    SelectCustomer --> DisplayDetails[Display Customer Details]
    
    Actions -->|View Report| CheckReport{Has CreditSafe ID?}
    Actions -->|Edit| EditDB[Edit in Database]
    Actions -->|Update| UpdateFlow[Update Report Flow]
    
    CheckReport -->|Yes| FetchReport[Retrieve CreditSafe Report]
    CheckReport -->|No| NoReport[No Report Available]
    
    FetchReport --> DisplayReport[Show Financial Report<br/>Risk Score, Credit Limit<br/>Financials, Group Structure]
    
    UpdateFlow --> HasID{Has CreditSafe ID?}
    HasID -->|Yes| AutoUpdate[Auto-fetch from CreditSafe API]
    HasID -->|No| SearchCompany[Search CreditSafe<br/>by Name & Country]
    
    SearchCompany --> SelectCompany[Select Company]
    SelectCompany --> LinkReport[Link CreditSafe ID & Fetch Report]
    AutoUpdate --> UpdateDB[Update Database with Latest Data]
    LinkReport --> UpdateDB
    
    UpdateDB --> Success[Show Updated Report]
    
    ViewNetwork --> GraphViz[Interactive Network Graph<br/>Companies & Users]
    
    EditDB --> SaveChanges[Save to db_ai-loop_V3_business]
    SaveChanges --> Refresh[Refresh Customer List]
```

## 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

## Key Features

### 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

<img src="https://mintcdn.com/wavecentric/Ag8GThaBPxmDqdYv/images/flows/customers.png?fit=max&auto=format&n=Ag8GThaBPxmDqdYv&q=85&s=a22b3ebd4a092f05c31aea70a1eb9dbb" alt="Customer list table with view, edit, and update actions" width="1598" height="933" data-path="images/flows/customers.png" />

[Open Customers →](https://ai-loop.alpeadria.com/ai-loop/flows?group=CENTRICO\&flow=customers)

### Search Functionality

Autocomplete search across customer database fields to quickly locate specific clients or businesses.

<img src="https://mintcdn.com/wavecentric/Ag8GThaBPxmDqdYv/images/flows/search.png?fit=max&auto=format&n=Ag8GThaBPxmDqdYv&q=85&s=a648dfb17436231b50d3ab17d4366aff" alt="Search functionality with autocomplete across all customer fields" width="1692" height="916" data-path="images/flows/search.png" />

### 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

### 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

### Network Graph

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

<img src="https://mintcdn.com/wavecentric/Ag8GThaBPxmDqdYv/images/flows/accounts.png?fit=max&auto=format&n=Ag8GThaBPxmDqdYv&q=85&s=8086f70e3738fece5ca45ee48c2bedb6" alt="Interactive network graph showing companies and connected users" width="1602" height="845" data-path="images/flows/accounts.png" />

## How to Use

<Steps>
  <Step>
    ### View Customer List

    Select "Customers" to display the complete table of all clients with name, email, city, and CreditSafe ID.
  </Step>

  <Step>
    ### Search Specific Customer

    Use the search function with autocomplete to find customers by any field. Results display detailed information.
  </Step>

  <Step>
    ### Access Financial Report

    Click the **View** icon next to any customer with a CreditSafe ID to see their complete credit report with risk analysis.
  </Step>

  <Step>
    ### 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
  </Step>
</Steps>

## 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)