Summary
Learn how to run an automated decision on a company using Check & Decide. This guide walks you through searching for a company and generating a decision in seconds.
To view an interactive demonstration, click here: How to Run a Decision in Check & Decide
Steps to complete the task
- Sign in to your Creditsafe account.
- From the left-hand navigation menu, select Check & Decide.
- Click Run Decision.
- Enter the company name in the search field and click Search.
- Select the correct company from the search results.
- Review the company information displayed.
- Complete required decision inputs
- Click Run Decision.
- Wait for the evaluation to complete.
- Review the decision result displayed on screen. Supported outcomes may include Approve, Reject, or Refer.
Expected outcome
A decision is generated based on the rules configured within your organization's decision model.
Tips and best practices
- Confirm you have selected the correct company before running a decision.
- Review supporting data alongside the decision result.
- Use consistent decision models for similar business scenarios.
- Document any manual follow-up actions.
Troubleshooting
No companies appear in search results
- Check the spelling of the company name and try again.
Unable to run a decision
- Verify that you have access to the selected decision model.
The decision takes longer than expected
- Refresh the page and try again.
A required field is missing
- Complete all mandatory inputs before submitting.