Skip to content

Implementation Details

JustOn SCHUFA Inquiries links your Salesforce customer data with company or person data records at SCHUFA to enable credit rating inquiries. Depending on your business setup and requirements, you can base the operation on Lead, Account, Contact or Opportunity.

Info

Credit rating by SCHUFA is a paid service. Before you can use JustOn SCHUFA Inquiries, you must close a corresponding contract with SCHUFA.

Overview

The following concepts are important for understanding the functionality:

The operation is centered around usual customer-relevant data in Salesforce – depending on your approach, Lead, Account, Contact or Opportunity. The app adds custom fields to these standard Salesforce objects in order to show the relevant data and enhances the user interface to enable the relevant actions.

Info

If required, you can make the functionality available on custom objects, too.

Schufa Inquiry

The Schufa Inquiry represents a single inquiry for an account and holds all credit-rating data retrieved from SCHUFA. The produced PDF file is linked with the inquiry.

schufa_erm
Credit rating-relevant objects

(1) A lead, account, contact or opportunity (or custom object record) can relate to multiple inquiries. With a new request, the app creates a new Schufa Inquiry record and attaches it to the lead, account, contact or opportunity via a master-detail relationship.

Once the inquiry data is fetched and attached to the relevant parent record, it will remain in this context and will not be available in related records. If you decide, for example, to fetch credit ratings for leads and later convert the leads into accounts, the inquiry data will not be available on the accounts.

(2) Via a lookup relationship, the lead, account, contact or opportunity is linked to the most recent Schufa Inquiry record. With every new inquiry, the lookup is updated to the newest one. This makes sure that users are presented up-to-date credit-rating data when viewing their customers' data.

(3) SCHUFA produces PDF documents for the requested credit-rating reports. These documents are saved using Salesforce's standard Files functionality. That is, the PDF file is stored as a Content Document record and linked to the related Schufa Inquiry record via a Content Document Link record.

Monitoring and Follow-Up Reports

Your business may require to continuously monitor the relevant information on your customers. To this end, your users can request follow-up reports.

If configured for a lead, account, contact or opportunity, JustOn SCHUFA Inquiries sends the corresponding requests to SCHUFA and writes new inquiry records if new data is available.

Feature Codes

With every request, SCHUFA requires a feature code, a unique identifier for the type and reason of the request. When ordering an inquiry, users must specify a legitimate interest, which the software "translates" to a feature code.

For company inquiries (B2B-type requests), there is a fixed list of legitimate interests – and hence, feature codes – defined.

For consumer inquiries (B2C-type requests), however, there are various criteria that determine the scope of available legitimate interests – in particular, the industry in which an organization operates. That is, a specific combination of an industry with a legitimate interest makes up a specific feature code.

You can configure the available legitimate interests for your selected industry. For details, see Configuring Feature Codes.

Objects

Additional Fields on Standard Objects

JustOn SCHUFA Inquiries adds new custom fields to the standard objects Lead, Account, Contact and Opportunity. Depending on your approach, they provide an overview of the most recent inquiry information on the relevant record. The app refreshes the fields' content when new inquiry data is retrieved from SCHUFA.

Info

If required, you can make the functionality available on custom objects, too.

Label Field API Name Data Type Description
Current Score SchufaCurrentScoreScore__c Number(4,0) The company's current Schufa score (credit rating index).
Current Score Date SchufaCurrentScoreDate__c Date Date of the company's current Schufa score rating.
Current Score Risk Quota SchufaCurrentScoreRiskQuota__c Percent(4,2) The company's current credit default rate as determined by Schufa.
Fetch Time SchufaFetchTime__c Date/Time Time of the most recent inquiry import.
Insolvency Application Date SchufaInsolvencyDatesApplication__c Text(255) Date of the insolvency application as recorded by Schufa.
Insolvency Status Code SchufaInsolvencyStatusCode__c Number(18,0) Codified insolvency status as determined by Schufa.
Schufa ID SchufaId__c Text(100)
(Unique Case Insensitive)
Unique company identifier in the Schufa company records.
Schufa Inquiry SchufaInquiry__c Lookup(Schufa Inquiry) Reference to the most recent inquiry for the account. Can be empty if no inquiry has been fetched previously.

Schufa Inquiry Record Types

JustOn SCHUFA Inquiries provides two record types for the Schufa Inquiry object:

  • Business for B2B requests
  • Customer for B2C requests

Each record type is supplemented by a dedicated page layout, which includes the context-relevant fields.

Schufa Inquiry Fields

Label Field API Name Data Type Description
Account Account__c Lookup(Account) Links to the associated account.
Active MonitoringOrderTrue__c Checkbox Activates the request for follow-up inquiries, false by default.
BIC BIC__c Text(255) The bank identifier code of the company or person recorded by Schufa.
Birth Date BirthDate__c Date Birthdate of the person as recorded by Schufa.
Birth Place BirthPlace__c Text(255) Birthplace of the person as recorded by Schufa.
Business Purpose BusinessPurpose__c Text(255) The company's business purpose as recorded by Schufa.
City CompanyDataCity__c Text(255) City of the company's legal address as recorded by Schufa.
City PersonDataCity__c Text(255) City of the person's address as recorded by Schufa.
Company ID CompanyDataCompanyId__c Number(18,0) The company's unique identifier in the Schufa company records.
Company Name CompanyDataName__c Text(255) The company's registered name as recorded by Schufa.
Completed Completed__c Checkbox
Contact Contact__c Lookup(Contact) Links to the associated contact.
Country CompanyDataCountry__c Text(255) Country of the company's legal address as recorded by Schufa.
Country PersonDataCountry__c Text(255) Country of the person's address as recorded by Schufa.
Court City InsolvencyInformationCourtCity__c Text(255) Relevant court for the insolvency proceedings.
Credit Limit CreditLimitAmount__c Number(18,0) Recommended credit limit as determined by Schufa.
Credit Limit Currency CreditLimitCurrency__c Text(255) Currency of the recommended credit limit.
Equity LiableEquityAmountAmount__c Number(18,0) Amount of the company's current liable equity as recorded by Schufa.
Equity Currency LiableEquityAmountCurrency__c Text(255) Currency of the company's liable equity.
Equity Year LiableEquityYear__c Number(4,0) Year of the company's current liable equity calculation.
File Reference InsolvencyInformationFileReference__c Text(255) File reference of the insolvency proceedings as recorded by Schufa.
First Name FirstName__c Text(255) The person's first name as recorded by Schufa.
Foundation Date CompanyDataFoundationDate__c Date The company's foundation date as recorded by Schufa.
Gender Gender__c Text(255) The person's gender as recorded by Schufa.
IBAN IBAN__c Text(255) The international bank account number (IBAN) of the company or person recorded by Schufa.
Inactive MonitoringOrderFalse__c Checkbox Deactivates the request for follow-up inquiries, true by default.
Inquiry Time InquiryTime__c Date/Time Date and time of the current inquiry.
Insolvency Application Date InsolvencyDatesApplication__c Text(255) Date of the insolvency application as recorded by Schufa.
Last Name LastName__c Text(255) The person's last name as recorded by Schufa.
Last Score Change CurrentScoreDate__c Date Date of the company's current Schufa score rating.
Lead Lead__c Lookup(Lead) Links to the associated lead.
Legal Form CompanyDataLegalForm__c Text(255) The company's legal form as recorded by Schufa.
Legitimate Interest LegitimateInterest__c Picklist Reason for the current inquiry's creation.
LEI CompanyDataLei__c Text(255) The company's legal entity identifier.
Monitoring End Date MonitoringEndDate__c Date The specified end date for the follow-up service.
Newest Inquiry IsLatestInquiryOfType__c Checkbox Specifies whether this inquiry is the newest one. Relevant with the follow-up service.
Old Score Value OldScoreValue__c Formula(Number) The company's previous Schufa score.
Opportunity Opportunity__c Lookup(Opportunity) Links to the associated opportunity.
PDF File PdfFile__c URL(255) Credit-rating report (PDF file) as produced by Schufa.
Previous Inquiry PreviousInquiry__c Lookup(Schufa Inquiry) Links to the preceding inquiry. Can be used to monitor the credit rating history.
Child relationship: followinginquiries
Register Court CompanyDataRegisterCourt__c Text(255) The company's relevant register court as recorded by Schufa.
Register Number CompanyDataTradeRegisterNumber__c Text(255) The company's trade register number as recorded by Schufa.
Risk Quota CurrentScoreRiskQuota__c Percent(4,2) The company's current credit default rate as determined by Schufa.
Score CurrentScoreName__c Text(255) Name of the current inquiry as set by Schufa.
Score Description CurrentScoreHintTexts__c TextArea(32768) Short description of the current inquiry as set by Schufa.
Score Range CurrentScoreRange__c Text(255) The person's current Schufa score (credit rating index).
Score Text CurrentScoreTexts__c Text(255) Additional information of the current inquiry as set by Schufa.
Score Value CurrentScoreScore__c Number(4,0) The company's current Schufa score (credit rating index).
Status Code InsolvencyStatusCode__c Number(18,0) Codified insolvency status as determined by Schufa.
Status Date InsolvencyInformationCurrentStatusDate__c Date Date of the current insolvency information as recorded by Schufa.
Street CompanyDataStreet__c Text(255) Street of the company's legal address as recorded by Schufa.
Street PersonDataStreet__c Text(255) Street of the person's address as recorded by Schufa.
Type Type__c Picklist Type of the current inquiry request (short report or full report).
Unlimited MonitoringPeriodUnlimited__c Checkbox Unlimits the request for follow-up inquiries, true by default.
VAT ID CompanyDataVatId__c Text(255) The company's VAT ID as recorded by Schufa.
Website CompanyDataWebsite__c Text(255) The company's website as recorded by Schufa.
Zip Code CompanyDataZipCode__c Text(255) Zip code of the company's legal address as recorded by Schufa.
Zip Code PersonDataZipCode__c Text(255) Zip code of the person's address as recorded by Schufa.