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File Import Integration

This product is only available in the Architect Edition of Easy Access.

if you would like to import your data into Easy Access using a standard comma delimited file, then you’ll want to setup the Watch Directory feature. Using this feature, Easy Access will automatically import you comma delimited files as they are created, and optionally export out the Credit Bureaus response.

SETTING UP THE WATCH DIRECTORY

Follow these steps to set up Easy Access and Precise ID using the Watch Directory:

  1. You will need to be in the Setup Options for all of these steps, File Menu > Setup Options.
  2. Click on the Bureau Setup > Defaults Button > Products Button and select Precise ID.  This will make Precise ID the default product whenever you import into this Department.
  3. Follow the instructions for setting up the Watch Directory.  When setting up your Import Mapping, you will need to include 3 additional fields. PIDTypePIDRecNo and PIDAnswers. These can be included anywhere in your mapping, but it is suggested you make these the first 3 fields.
  4. Setup your Exporting Options.

Sending an ID Screening Score (PID Type 1)

Sending an ID Screening Score is straightforward in Easy Access.  You will be sending your inquiry data and Experian will be sending back a response.

  1. Create your Import File making sure that your fields match the Import Mapping you setup.
  2. In the PIDType field, enter a 1. This will tell EA it is an ID Screening Score.
  3. Leave the PIDRecNo and PIDAnswers fields blank.  They are not used.
    example: 1,,,CONSUMER,JOHN,999-99-9999,1234 MAIN ST,ANYWHERE,CA,99999
    notice: although we are not sending the PIDRecNo and PIDAnswers, we still need to include the fields as blank fields
  4. Drop your file in the Watch Directory.
  5. Experian will send their response which in this case is the “final” response.

Sending an ID Screening KIQ Score (PID Type 3)

Sending an ID Screening KIQ Score is a bit more complicated.  You will send an Inquiry to Experian and they will respond.  You will then respond back to their response.  Depending on your setup with Experian, this may continue on until Experian sends their final response.

  1. Create your Import File making sure that your fields match the Import Mapping you setup.
  2. In the PIDType field, enter a 3. This will tell EA it is a ID Screening KIQ Score.
    example: 3,,,CONSUMER,JOHN,999-99-9999,1234 MAIN ST,ANYWHERE,CA,99999
    notice: although we are not sending the PIDRecNo and PIDAnswers, we still need to include the fields as blank fields
  3. Leave the PIDRecNo and PIDAnswers blank. They will be used later.
    example: 3,,,CONSUMER,JOHN,999-99-9999,1234 MAIN ST,ANYWHERE,CA,99999
    notice: although we are not sending the PIDRecNo and PIDAnswers, we still need to include the fields as blank fields
  4. Drop your file into the Watch Directory.
  5. Experian will send back a response.  Part the the XML will show an Easy Access Record number.  This record number can be found in the ReferenceId tag within the XML. You will need to store this ID as it is needed when sending back the response. Click here for a sample of the response.
  6. Create your Import File that will contain your response to Experian. This will contain all 3 PID fields.
  7. In the PIDType field, enter a 3. This will tell EA it is an ID Screening KIQ Score.
  8. In the PIDRecNo field, enter the ReferenceId you had saved from the original inquiry.
  9. In the PIDAnswers field, enter your answers.  Example: 15243.
    example: 3,1234,15243,CONSUMER,JOHN,999-99-9999,1234 MAIN ST,ANYWHERE,CA,99999
  10. Experian will send their response.  If further processing is need (they send back additional questions) follow steps 6 though 9. Click here for a sample of the final response.