IntakeIQ Demo

Analysis: Creditsafe Credit Application Onboarding Phase 1
Options: CS.v.1.3
Model: OCR/LLM Disabled
Result: Data Endpoint [steve.carpenter@creditsafe.com, jonathan.keneally@creditsafe.com, matthew.miles@creditsafe.com]

Sample output

Applicant

Company Name

{connect.creditsafe.com/v1/companies/} [STRING] MANDATORY

Company Address

{connect.creditsafe.com/v1/companies/} [STRING] MANDATORY

Shipping Information

Company Name

[STRING]

Contact Name

[STRING]

Shipping Address

[STRING]

Contact Information

Contact Name

[STRING] MANDATORY

Email Address

[STRING] MANDATORY

Phone Number

[NUMBER] MANDATORY

Position in Company

[STRING]

Department

[STRING]

Business Information

Business Structure

[STRING]

Date of Company Incorporation

[STRING]

Number of Employees (Estimated)

[NUMBER]

Industry Lookup

[STRING]

Tax ID Number

[NUMBER]

GST/HST Number

[NUMBER]

Request Details

Type of Account Requested

[STRING]

Request Amount

[NUMBER] MANDATORY

Latest Financial Statement Date

[STRING]

Financial Period

[STRING]

Attestation

[STRING]

Auditor Name

[STRING]

Auditor Phone Number

[STRING]

Bank Name

[STRING]

Institution Number

[NUMBER]

Account Number

[NUMBER]

Ownership Information

Ulimate Parent Organization

[STRING]

Country

[STRING]

Senior Principal / CEO

[STRING]

Position

[STRING]

References

Reference 1

Company Name

{connect.creditsafe.com/v1/companies/} [STRING] MANDATORY

Company Address

{connect.creditsafe.com/v1/companies/} [STRING] MANDATORY

Contact Information

Contact Name

[STRING]

Phone Number

[NUMBER]

Email Address

[STRING]

Department

[STRING]

Date on which the account was opened

[STRING]

Credit Limit

[NUMBER]

Current Balance

[NUMBER]

Average Balance

[NUMBER]

Past Due Amount

[NUMBER]

Payment Performance with Supplier

[STRING]

Additional Comments

[STRING]

Attachments

[STRING]

Decision

{connect.creditsafe.com/v1/decisionEngine/} [STRING]

Credit Limit

[STRING]

[PASS]

Credit Limit Adjustment Modifier

[STRING]

Company Status

[STRING]

[REFER]

International Score

[STRING]

[FAIL]

DBT

[STRING]

Possible OFAC

[STRING]

Years in Business

[STRING]

Number of Employees

[STRING]

Bankruptcy

[STRING]

Total Number of Trade Lines

[STRING]

% of Total Past Due

[STRING]

% Severely Past Due

[STRING]

Business Compliance Hits

[STRING]

Director Compliance Hits

[STRING]

Use CSS overrides to customize page styles

Common class names are detailed below. Entire app is contained within the selector ID: #harbr-intake-form

/* Styling for the ".powered-by-row" element */
.powered-by-row {
display: flex;
flex-direction: row;
}

/* Styling for the "#screen-progress-indicator" element */
#screen-progress-indicator {
display: flex;
justify-content: center;
margin-left: auto;
margin-right: auto;
transform: translateX(62.5px); /* This property value is 50% of the ".powered-by-logo" width value. */
}

/* Styling for ".screen-progress-indicator-item" elements */
.screen-progress-indicator-item {
padding: 5px;
border-radius: 100%;
background-color: lightgrey;
margin: 0.5em;
display: flex;
align-content: center;
align-items: center;
justify-content: center;
}

/* Styling for active ".screen-progress-indicator-item" elements */
.screen-progress-indicator-item.active {
background-color: #ee2e24;
}

/* Styling for ".powered-by-logo" */
.powered-by-logo {
width: 125px; /* If this property is modified, also update "#screen-progress-indicator transform: translateX(50% of this.width)" */
}

/* Define custom CSS variables using ":root" */
:root {

}

/* Styling for the "#harbr-intake-form" element */
#harbr-intake-form {
width: -webkit-fill-available;
padding: 10px;
font-family: 'Open Sans', sans-serif;
color: #3d3d3d;
}

/* Styling for the ".intake-header" within "#harbr-intake-form" */
#harbr-intake-form .intake-header {
color: #ee2e24;
font-size: larger;
font-family: 'Varela Round', sans-serif;
}

/* Styling for ".intake-subheader" within "#harbr-intake-form" */
#harbr-intake-form .intake-subheader {
font-size: medium;
color: #3d3d3d;
margin-bottom: 0;
}

/* Styling for ".instructions" within "#harbr-intake-form" */
#harbr-intake-form .instructions {
font-size: x-small;
color: #9c9c9c;
}

/* Styling for links within "#harbr-intake-form" */
#harbr-intake-form a {
color: -webkit-link;
}

/* Styling for specific element with ID "go-to-prev-screen" within "#harbr-intake-form" */
#harbr-intake-form #go-to-prev-screen {
background-color: #9c9c9c;
color: #3d3d3d;
}

/* Styling for various input, select, and button elements within "#harbr-intake-form" */
#harbr-intake-form input,
#harbr-intake-form select,
#harbr-intake-form button,
#harbr-intake-form .button {
margin: 10px 0;
font-size: small;
}

/* Styling for input elements within "#harbr-intake-form" */
#harbr-intake-form input {
font-size: small;
color: #3d3d3d;
}

/* Styling for file input elements within "#harbr-intake-form" */
#harbr-intake-form input[type=file] {
width: -webkit-fill-available;
}

/* Styling for the file input's file-selector-button within "#harbr-intake-form" */
#harbr-intake-form input[type=file]::file-selector-button {
font-size: small;
font-weight: 600;
}

/* Styling for submit buttons, file input's file-selector-button, and other buttons within "#harbr-intake-form" */
#harbr-intake-form input[type=submit],
#harbr-intake-form input[type=file]::file-selector-button,
#harbr-intake-form input[type=button],
#harbr-intake-form button,
#harbr-intake-form .button {
border-style: none;
border-radius: 5px;
padding: 15px 56px;
color: white;
background-color: #ee2e24;
cursor: grab;
width: fit-content;
font-weight: 600;
}

/* Styling for hover states of submit buttons, file input's file-selector-button, and other buttons within "#harbr-intake-form" */
#harbr-intake-form input[type=submit]:hover,
#harbr-intake-form input[type=file]::file-selector-button:hover,
#harbr-intake-form input[type=button]:hover,
#harbr-intake-form .button:hover {
filter: brightness(125%);
}

/* Styling for focus states of submit buttons, file input's file-selector-button, and other buttons within "#harbr-intake-form" */
#harbr-intake-form input[type=submit]:focus,
#harbr-intake-form input[type=submit]:focus,
#harbr-intake-form input[type=button]:focus,
#harbr-intake-form .button:focus {
filter: brightness(85%);
}

/* Styling for a specific element with class "next-button" within "#harbr-intake-form" */
#harbr-intake-form .next-button {
margin-top: 40px;
}

/* Styling for various input elements (text, textarea, number, date, email, tel) and select elements within "#harbr-intake-form" */
#harbr-intake-form input[type=text],
input[type=textarea],
input[type=number],
input[type=date],
input[type=email],
input[type=tel],
#harbr-intake-form select {
width: -webkit-fill-available;
padding: 10px 12px;
background-clip: padding-box;
border: 1px solid #d9d9d9;
border-radius: 5px;
background-color: transparent;
color: #3d3d3d;
height: auto;
}

/* Styling for textarea elements within "#harbr-intake-form" */
#harbr-intake-form input[type=textarea] {
min-height: 100px;
}

/* Styling for unordered lists within "#harbr-intake-form" */
#harbr-intake-form ul {
list-style-type: none;
padding-inline-start: 0;
margin: 0;
width: 100%;
}

/* Styling for elements with class "hidden" within "#harbr-intake-form" */
#harbr-intake-form .hidden {
display: none;
}

/* Styling for elements with class "selected" within "#harbr-intake-form" */
#harbr-intake-form .selected {
background-color: #f5f5f5;
border-radius: 4px;
}

/* Styling for elements with class "form-company-search concise" and child elements within "#harbr-intake-form" */
#harbr-intake-form .form-company-search.concise .company:not(.selected) {
display: none;
}

/* Styling for elements with class "show-all" within ".form-company-search concise" and "#harbr-intake-form" */
#harbr-intake-form .form-company-search.concise .show-all {
display: block;
margin-top: 20px;
}

/* Styling for elements with class "company-select" within "#harbr-intake-form" */
#harbr-intake-form .company-select {
color: #3d3d3d;
background-color: #fff;
font-size: small;
}

/* Styling for elements with class "company-select-button" within "#harbr-intake-form" */
#harbr-intake-form .company-select-button {
margin: 10px 0;
border: 1px solid #f5f5f5;
border-radius: 4px;
padding: 10px;
}

/* Styling for hover state of elements with class "company-select-button" within "#harbr-intake-form" */
#harbr-intake-form .company .company-select-button:hover {
background-color: #f5f5f5;
cursor: pointer;
}

/* Styling for elements with class "company-select-button" within "#harbr-intake-form" */
#harbr-intake-form .company .company-select-button {
min-height: 2em;
display: flex;
flex-direction: column;
flex-wrap: wrap;
justify-content: center;
}

/* Styling for elements with class "loading-container" within "#harbr-intake-form" */
#harbr-intake-form .loading-container {
display: flex;
justify-content: center;
}

/* Styling for loading animation within elements with class "harbr-loading" within "#harbr-intake-form" */
#harbr-intake-form .harbr-loading div {
background: #ee2e24;
}

/* Styling for input elements with class "non-essential" within forms that do not have class "full" within "#harbr-intake-form" */
#harbr-intake-form form:not(.full) input.non-essential {
display: none;
}

/* Styling for elements with class "error-container" and child elements with class "error" within "#harbr-intake-form" */
#harbr-intake-form .error-container .error {
margin-top: 3em;
color: #ee2e24;
border-color: #ee2e24;
}

/* Styling for elements with class "naics-sic" within "#harbr-intake-form" */
#harbr-intake-form .naics-sic {
display: flex;
flex-direction: row;
}

/* Styling for elements with class "search-icon" within "#harbr-intake-form" */
#harbr-intake-form .search-icon {
box-sizing: border-box;
position: relative;
display: block;
transform: scale(var(--ggs, 1));
width: 16px;
height: 16px;
border: 2px solid;
border-radius: 100%;
margin: 0 10px;
}

/* Styling for elements with class "search-icon" and pseudo-element "::after" within "#harbr-intake-form" */
#harbr-intake-form .search-icon::after {
content: "";
display: block;
box-sizing: border-box;
position: absolute;
border-radius: 3px;
width: 2px;
height: 8px;
background: currentColor;
transform: rotate(-45deg);
top: 10px;
left: 12px;
}

/* Media query for screens with a minimum width of 1200px */
@media screen and (min-width: 1200px) {
/* Styling for elements with class "u-sheet" within "#harbr-intake-form" */
#harbr-intake-form .u-sheet {
max-width: 1140px;
min-width: 1140px;
}
}

/* Styling for elements with class "checkmark" */
.checkmark {
display: inline-block;
position: relative;
width: 100px;
height: 100px;
transform: rotate(45deg);
}

/* Styling for elements with class "checkmark_circle" */
.checkmark_circle {
position: absolute;
width: 100px;
height: 100px;
background-color: #4dbb81;
border-radius: 50%;
}

/* Styling for elements with class "checkmark_stem" */
.checkmark_stem {
position: absolute;
width: 10px;
height: 50px;
background-color: white;
left: 48px;
top: 20px;
}

/* Styling for elements with class "checkmark_kick" */
.checkmark_kick {
position: absolute;
width: 10px;
height: 10px;
background-color: white;
left: 38px;
top: 60px;
}

/* Styling for elements with class "refer_circle" */
.refer_circle {
position: absolute;
width: 100px;
height: 100px;
background-color: #4dbb81;
border-radius: 50%;
}

Disclaimer

This report contains financial analysis and information that is intended solely for educational purposes. It is not to be construed as financial advice or a recommendation to engage in any specific investment strategy or make financial decisions. The content provided in this report is based on private information and sources believed to be reliable, but no representation or warranty, express or implied, is made regarding the accuracy, completeness, or suitability of the information.

By accessing and reading this report, you acknowledge and agree to the above disclaimers and limitations of liability. It is your responsibility to evaluate the suitability of the information provided and make informed decisions based on your own judgment and discretion.