Send customer profiles to Experian¶
Note
This topic contains information about configuring a destination that sends query results to Experian using orchestrations. To configure a destination that sends audiences to Experian using campaigns see this topic .
Experian provides credit reporting services and scores to businesses and consumers to help protect them from fraud and identity theft.
Amperity can be configured to send CSV files to Experian.
Get details¶
Review the following details before configuring credentials for Experian and before configuring Amperity to send CSV files to Experian.
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Credential settings Credentials for Experian require a “username” and “passphrase”. Set the hostname to “stm.experian.com”. |
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Required configuration settings
Note All other Amperity file format settings for Experian are optional. |
Configure credentials¶
Configure credentials for Experian before adding a destination.
An individual with access to Experian should use SnapPass to securely share “username”, “hostname”, and “passphrase” details with the individual who will configure Amperity.
To configure credentials for Experian
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From the Settings page, select the Credentials tab, and then click the Add credential button. |
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In the Credentials settings dialog box, do the following: From the Plugin dropdown, select Experian. Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination. |
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The settings that are available for a credential are determined by the credential type. For the “experian” credential type, configure settings, and then click Save.
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Add destination¶
Use a sandbox to configure a destination for Experian. Before promoting your changes, send a test audience, and then verify the the results in Experian. After the end-to-end workflow has been verified, push the destination from the sandbox to production.
To add a destination for Experian
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Open the Destinations page, and then click the Add destination button. ![]() To configure a destination for Experian, do one of the following:
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Select the credential for Experian from the Credential dropdown, and then click Continue. Tip Click the “Test connection” link on the “Configure destination” page to verify that Amperity can connect to Experian. |
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In the “Destination settings” dialog box, assign the destination a name and description that ensures other users of Amperity can recognize when to use this destination. Configure business user access By default a destination is available to all users who have permission to view personally identifiable information (PII). Enable the Admin only checkbox to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies. Enable the PII setting checkbox to allow users with limited access to PII access to this destination. Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow. |
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Configure the following settings, and then click “Save”.
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After this destination is configured:
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Workflow actions¶
A workflow will occasionally show an error that describes what prevented a workflow from completing successfully. These first appear as alerts in the notifications pane. The alert describes the error, and then links to the Workflows tab.
Open the Workflows page to review a list of workflow actions, choose an action to resolve the workflow error, and then follow the steps that are shown.
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You may receive a notifications error for a configured Experian destination. This appears as an alert in the notifications pane on the Destinations tab. ![]() If you receive a notification error, review the details, and then click the View Workflow link to open this notification error in the Workflows page. |
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On the Workflows page, review the individual steps to determine which step(s) have errors that require your attention, and then click Show Resolutions to review the list of workflow actions that were generated for this error. ![]() |
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A list of individual workflow actions are shown. Review the list to identify which action you should take. ![]() Some workflow actions are common across workflows and will often be available, such as retrying a specific task within a workflow or restarting a workflow. These types of actions can often resolve an error. In certain cases, actions are specific and are shown when certain conditions exist in your tenant. These types of actions typically must be resolved and may require steps that must be done upstream or downstream from your Amperity workflow. Amperity provides a series of workflow actions that can help resolve specific issues that may arise with Experian, including: |
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Select a workflow action from the list of actions, and then review the steps for resolving that error. ![]() After you have completed the steps in the workflow action, click Continue to rerun the workflow. |
Invalid credentials¶
The credentials that are defined in Amperity are invalid.
To resolve this error, verify that the credentials required by this workflow are valid.
Open the Credentials page.
Review the details for the credentials used with this workflow. Update the credentials for Experian if required.
Return to the workflow action, and then click Resolve to retry this workflow.