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Transcript of © Experian Information Solutions, Inc. 2010. All rights reserved. Experian and the marks used...
© Experian Information Solutions, Inc. 2010. All rights reserved. Experian and the marks used herein are service marks or registered trademarks of Experian Information Solutions, Inc. Other product and company names mentioned herein may be the trademarks of their respective owners. No part of this copyrighted work may be reproduced, modified,or distributed in any form or manner without the prior written permission of Experian Information Solutions, Inc.Confidential and proprietary.
Experian Access Sales Training
NSC – October 2011
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Agenda
Experian Access Overview Experian Access vs. eSolutions Experian Access Verticals Experian Access Demonstration
New User Management System Experian Web Access Control System (EWACS) New features EWACS Demonstration
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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The NEW Experian Access
Launching – October 28 2011 Featuring:
Streamlined user experience
Faster access to information
Targeted marketing content
Vertical specific offers Ability to easily add new
products
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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eSolutions vs. New Experian Access
Existing eSolutions Experian Access
•One size fits all •Vertical specific offers
•Long, hard to use, inquiry pages •Streamlined inquiry pages
•Outdated, 1990’s design •Cutting edge design, following brand guidelines
•Products look different from each other •Consistent, uniform design for all products
•Long development timeline to add new products
•Ability to easily add new products
•One size fits all marketing content •Targeted marketing content
•Outdated SSO system •New Global SSO
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Experian Access Products
Available Products
Collection and Locating Services • Address Search • Address Update • Collection Advantage • Collection Report • MetroNet
Consumer Credit Services• Bullseye• Connect Check Plus • Credit Profile Report • Employment Insight
•Instant Update •Social Search •Subscriber Decode
Industry Specific Services• Automotive Credit Profile• Healthcare Credit Profile
Prospect Marketing Services• Instant Prescreen
Partner Services • Income View• SmartBusinessReports
Coming soon…• iScreen• Precise ID / KIQ
Custom Solutions
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Dashboard
New Features Links to recorded
Experian Access training sessions
Batch Dashboard Download recent
batch jobs User Groups and
training sessions Sign-up for
upcoming sessions
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Streamlined user interface
Limited display of input fields to streamline process
Ability to Submit batches from product input pages
List of products available for demo
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Enhanced output for all products Easy to read and more efficient
No need for glossary Easy to use
Click for user guides, video web casts, product FAQ, etc.
Customizable by industry
Enhanced Report Output
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Archive and Usage Reporting
Streamlined design with results displaying below search parameters
Default timeframe set to today
New date range options
All product reports located in one location
Archives are now available for:
Collection Advantage Instant Prescreen
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Preferences
All products now have a preference page
Ability to set user preferences and company preferences
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Experian Access Help Center
Product User Guides Recorded Training
Webinars Frequently Asked
questions Security Information
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Experian Access Vertical Platform
Customized Experian Access by Vertical Targeted Dashboard content Targeted product offerings
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Experian Access Client Migration
October November December January February
Client Support / TSC training
All new clients will be setup on Access
Client migration notification
Weekly user training sessions begin
1st group of 100 clients will be migrated
User training
Client migration continues
User training
Client migration continues with 100 clients per week
User training
Production release
Sales training Sales Support
& Membership training
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Client Migration Process
Existing eSolutions clients will be migrated weekly in groups of 100:
4 weeks prior to migration: Email notification to AE’s of migrating clients Email notification to clients
1 week prior to migration: Email notification to clients
Day of migration: Email notification to clients Migrated clients will starting using Experian Access If migrated clients attempt to login to eSolutions, they will be reminded of the
migration and forwarded to the Experian Access login page.
ID’s and passwords will be migrated along with preference settings, usage data and archives
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Experian Access Client Migration landing page
Emails will direct users to the Experian Access Migration lading page:
Information about migration
FAQ’s Recorded training
sessions Details on live
weekly training sessions
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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New Clients: How to qualify a sales lead for Experian Access
Starting November 7, all new clients requiring internet access to Experian consumer credit products should be setup on Experian Access.
Does your client want to make all credit purchases (CPRs, Collections, etc.) from a single provider? 2
Do they want to move more quickly than their internal resources allow? 41
Are you working with a small to medium-sized credit grantor?
3Are they looking to transact over the internet?
If Yes…
1. Engage an Experian Access team member or Sales Support for assistance demoing Access
2. Work with membership to on-board client
3. Have client fill out contracts and Head Designate form
4. Work with Access/Sales Support for client training
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Resources
Experian Access Product Brochure Experian Access Help Center
https://www.experian.com/access/help-center.html Experian Access User Guide
https://www.experian.com/assets/access/Experian-Access-User-Guide.pdf
Experian Web Access Control System Security Designate User Guide Experian Access Migration Landing Page
https://www.experian.com/access/migration-landing.html
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Experian Access Demonstration
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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The all NEW Experian Web Access Control System
What is EWACS?
Experian Web Access Control System
EWACS is the user administration tool used by clients to manager their users
Creation and administration of Company Groups
Creation and administration of Users
Administration to Experian Access products
Note: EWACS is replacing the existing Access Control System (ACS)
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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NEW GROUP CREATION(Group Structure)
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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NEW GROUP CREATION
At the Dashboard, an Administrator can click the Create Group link and select the Company Name and Group Parent (My Group) where the new group will be created in the “pop up” dialogue box.
Populate the new Group Name and click the ‘Create’ button
The Assign Product screen presented to allow selection of the products available for the new group.
After selecting a Product, Subcscriber ID and/or Product Options can then be added and saved.
In the Product Assignment tab, edits can be made.
In the Group Attributes tab, SME Verticals can be assigned.
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3
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5
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7
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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USER CREATION
Click the Create User link within the Users section (or the User dropdown menu)
Select the desired Company and Company Group this user will belong to from the drop down box
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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END USER CREATION
Populate the user information section. The fields with the symbol are required fields.
Notes:
The User Id must be 6 to 32 characters in length, should not contain any spaces and should be in lowercase.
The email address will be used for all security communications.
The Start/End Date determines the life time of the account.
The "Role" drop down list box should be selected to specify if the user being created requires the ability to create other users (Security Designate) or not (End User)
Once you have created the User ID, the next step is to assign the user products and their associated properties.
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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PRODUCT AND OPTION ASSIGNMENT
After clicking the "Create" button, you will be shown a confirmation screen.
The system will present you a screen with the available products for the user. Select the needed product and click Next.
On the next screen select the Subcode(s) needed
The system will move them to the assigned section automatically
Select the product options needed and click the save button.
Note: Subcode may not be required to access all Experian Products
If more products are needed please use the Product Assignment tab, click on the Assign Product button and repeat as needed.
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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RESTRICTIONS
Experian emphasizes the use of restrictions to ensure the correct usage of systems
To restrict the unauthorized access EWACS offers:
Time of Day Access, and
IP Restriction
Please contact your network administrator to ensure accurate IP address restriction.
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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REPORTING FUNCTIONALITY
From the dashboard click on “Create Reports” Sub menu
Available reports are:
Access Logs: Lists the date and time of the user access along with details on authentication success or failure (and reason)
Audit: View changes made to user accounts by administrator, including which administrator and change details
Email: Traces all emails sent by the EWACS system and used primarily for support purposes
Password Reset: Traces all password resets including date, time, status and originator
User Access: Provides ability to generate report based on user’s access to products, product options, by group or status
User Inactivity: Search users who have been locked or deleted due to inactivity
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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EWACS Demonstration
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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QUESTIONS?
© Experian Information Solutions, Inc. 2011. All rights reserved.Confidential and proprietary.
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Contacts
Experian Access Support
Dina Velarde 714 830 7307 [email protected]
Kristin LeFevre 714 830 5618 [email protected]