Data Quality user documentation
home/Solutions/UK Credit Processing/Getting started/Setup

Setup

If this is your initial installation, please follow the instructions under Initial Installation.

If you are upgrading an existing installation, please follow the instructions under Upgrading.

Components

The Validation package has three components:

  • UKCreditFileProcessor-x.x.x.jar (required)
    • This contains the file parsers and export steps
  • Consumer-CAIS-Validation-x.x.x.dmx (required)
    • This contains the Workflows to export a Consumer CAIS file.
  • Credit-Processing-Functions-x.x.x.dmx (required)
    • This contains validation rules for Consumer CAIS and helper Functions.
  • Consumer-CAIS-Portfolio-X (optional)
    • This contains example validation and onboarding Workflows for a single portfolio.

In addition you will need to ensure the Master file from Experian is available to be loaded.

Pre-requisites

Ensure the following pre-requisites are in place before attempting to use the Validation package.

  • Aperture Data Studio 2.2.5 or greater
    • A Professional or Enterprise license
  • The monthly file submitted to Experian (unless Aperture Data Studio is generating this file)
  • Access to the Experian Master CAIS file (optional)
    • If this is not available, using the previous months submission will provide partial information.
  • The Consumer CAIS extension package containing:
    • UKCreditFileProcessor-x.x.x.jar: The file parsers
    • Credit-Processing-Functions-x.x.x.dmx: The Data Studio Metadata eXchange (DMX) package containing all the functions for CAIS file validation.
    • Consumer-CAIS-Validation-x.x.x.dmx: The Data Studio Metadata eXchange (DMX) package containing all the logic for CAIS monthly validation.
    • Consumer-CAIS-Portfolio-X: The Data Studio Metadata eXchange (DMX) package containing example onboarding and valiadtion Workflows for a single portfolio.

Initial installation

1. Install Aperture Data Studio

Follow the installation and configuration instructions for Aperture Data Studio for Windows or Linux.

2. Deploy file parser

Copy the UKCreditFileProcessor-x.x.x.jar file into the Data Studio addons folder. This can be found in the folder Data Studio was installed to. By default, on Windows this will be c:\program file\experian\aperture data studio x.x.x\addons.

After copying this file, restart the Experian Aperture Data Studio Database Server service.

3. Create the Spaces to process the CAIS data

We will be creating two Spaces to hold the CAIS validation logic data and a third Space to hold the portfolio data and validation results.

3.1 Credit processing functions

First create a Space to hold a read only copy of the CAIS functions. Do this by creating a Space with the following details:

  • Name: Credit Processing Functions
  • Description: Read only Space to hold validation rules
  • External label: leave blank
  • Permissions: Only the current user and super administrator should have permissions to this Space. No one else should have permissions assigned.

3.2 Consumer CAIS validation

Next create a Space to hold the Workflows for monthly CAIS validation checks. Do this by creating a Space with the following details:

  • Name: Consumer CAIS Validation
  • Description: Workflows for Consumer CAIS validation checks
  • External label: leave blank
  • Permissions: Only users who have permission to view the raw CAIS submission data should be given permission to this Space. They should be assigned Reader privileges. Changes to any of these Workflows may impact processing results and hamper the ability to upgrade.

3.3 Consumer CAIS <name of portfolio>

Next create a Space to hold the data for the monthy CAIS processing. Do this by creating a Space with the following details:

  • Name: <Name of portfolio>
  • Description: Consumer CAIS process for
  • External label: leave blank
  • Permissions: Only users who have permission to view the raw CAIS submission data should be given permission to this space.

Repeat this step for each portfolio to be processed.

4. Populate the Spaces

When populating the spaces from the package provided for the first time it is important to Synchronise rather than Import the package. Synchronising will allow for upgrades to this package to be applied in the future.

Review the documentation for metadata exchange for details on this process.

4.1 Credit processing Functions

  • Synchronise the Credit processing functions Space with the Credit-Processing-Functions-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Functions to import, which will all be selected. If this is the first time anyone has loaded these Functions, the Action column will say New for all the Functions.
      • Note: If this is not the case for any Function, please verify which space previously had the CAIS Functions loaded. This will conflict with this installation
    • Select Synchronize to complete the process.

After synchronising this space, the list of functions should display the majority as being shared globally this will allow the validation Functions to be used by others Spaces that require them.

These Functions should not have to be modified until you receive upgrade packages from Experian.

4.2 Consumer CAIS validation

  • Synchronise the Consumer CAIS validation Space with the Consumer-CAIS-Validation-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Workflows and Datasets to import, which will all be selected. If this is the first time anyone has loaded these Functions, the Action column will say New for all the Functions.
      • Note: If this is not the case for any Function, please verify which space previously had the CAIS Functions loaded. This will conflict with this installation
    • Select Synchronize to complete the process.

Before proceeding, share the following Workflows globally. This will allow each portfolio Space to perform validations.

  • Consumer CAIS Validation
  • Consumer CAIS Monthly Check

These Workflows should not have to be modified until you receive upgrade packages from Experian.

4.3 Consumer CAIS portfolio

  • Import the shared Workflows from step 4.2.
  • Import the Consumer CAIS <portfolio> from the Consumer-CAIS-Portfolio-X.dmx file when prompted to select a dmx file.
    • Select Import to complete the process.
  • Repeat this step for each portfolio to be processed.

Your CAIS package should now be fully configured to start using.

Upgrading

If you are upgrading an existing installation follow the instructions below.

1. Synchronise the changes in the Spaces

When upgrading the spaces from the package provided it is important to Synchronise rather than Import the package. Synchronising will allow for upgrades to this package to be applied correctly.

Review the documentation for metadata exchange for details on this process.

1.1 Credit processing Functions

  • Synchronise the Credit Processing Functions Space with the Credit-Processing-Functions-x.x.x.dmx file when prompted to select a dmx file.
    • You will be presented with a list of Functions to import, which will all be selected. These Functions should not have been modified since they were loaded, so the Action column should say Update for all the Functions with the new version number being the same or higher than the current version.
      • Note: If this is not the case for any Function, please verify why the CAIS Functions were modified. The changes may need to be applied to the Function again after loading.
    • Select Synchronize to complete the process.
  • Share the relevant Functions
    • Navigate to the Functions section of the Credit Processing Functions Space
    • Ensure any new Functions in the CAIS Validation Rules and CAIS DQ Checks categories are shared.

These Functions should not have to be modified until you receive upgrade packages from Experian.

1.2 Consumer CAIS validation

  • Synchronise the Consumer CAIS Validation Space with the Consumer-CAIS-Validation-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Workflows and Datasets to import, which will all be selected.
    • Select Synchronize to complete the process.

If this is your initial installation, please follow the instructions under Initial Installation.

If you are upgrading an existing installation, please follow the instructions under Upgrading.

Components

The On-boarding package has three components:

  • UKCreditFileProcessor-x.x.x.jar (required)
    • This contains the file parsers and export steps
  • Consumer-CAIS-Validation-x.x.x.dmx (required)
    • This contains the Workflows to export a Consumer CAIS file.
  • Credit-Processing-Functions-x.x.x.dmx (required)
    • This contains validation rules for Consumer CAIS and helper Functions.
  • Consumer-CAIS-Portfolio-X (optional)
    • This contains example validation and onboarding Workflows for a single portfolio.

In addition you will need to ensure the Master file from Experian is available to be loaded.

Pre-requisites

Ensure the following pre-requisites are in place before attempting to use the On-boarding package.

  • Aperture Data Studio 2.2.5 or greater
    • A Professional or Enterprise license
  • The monthly file submitted to Experian (unless Aperture Data Studio is generating this file)
  • Access to the Experian Master CAIS file (optional)
    • If this is not available, using the previous months submission will provide partial information.
  • The Consumer CAIS extension package containing:
    • UKCreditFileProcessor-x.x.x.jar: The file parsers
    • Credit-Processing-Functions-x.x.x.dmx: The Data Studio Metadata eXchange (DMX) package containing all the functions for CAIS file validation.
    • Consumer-CAIS-Validation-x.x.x.dmx: The Data Studio Metadata eXchange (DMX) package containing all the logic for CAIS monthly validation.
    • Consumer-CAIS-Portfolio-X: The Data Studio Metadata eXchange (DMX) package containing example onboarding and valiadtion Workflows for a single portfolio.

Initial installation

1. Install Aperture Data Studio

Follow the installation and configuration instructions for Aperture Data Studio for Windows or Linux.

2. Deploy file parser

Copy the UKCreditFileProcessor-x.x.x.jar file into the Data Studio addons folder. This can be found in the folder Data Studio was installed to. By default, on Windows this will be c:\program file\experian\aperture data studio x.x.x\addons.

After copying this file, restart the Experian Aperture Data Studio Database Server service.

3. Create the Spaces to process the CAIS data

We will be creating two Spaces to hold the CAIS validation logic data and a third Space to hold the portfolio data and validation results.

3.1 Credit processing functions

First create a Space to hold a read only copy of the CAIS functions. Do this by creating a Space with the following details:

  • Name: Credit Processing Functions
  • Description: Read only Space to hold validation rules
  • External label: leave blank
  • Permissions: Only the current user and super administrator should have permissions to this Space. No one else should have permissions assigned.

3.2 Consumer CAIS validation

Next create a Space to hold the Workflows for monthly CAIS validation checks. Do this by creating a Space with the following details:

  • Name: Consumer CAIS Validation
  • Description: Workflows for Consumer CAIS validation checks
  • External label: leave blank
  • Permissions: Only users who have permission to view the raw CAIS submission data should be given permission to this Space. They should be assigned Reader privileges. Changes to any of these Workflows may impact processing results and hamper the ability to upgrade.

3.3 Consumer CAIS <name of portfolio>

Next create a Space to hold the data for the monthy CAIS processing. Do this by creating a Space with the following details:

  • Name: <Name of portfolio>
  • Description: Consumer CAIS process for
  • External label: leave blank
  • Permissions: Only users who have permission to view the raw CAIS submission data should be given permission to this space.

Repeat this step for each portfolio to be processed.

4. Populate the Spaces

When populating the spaces from the package provided for the first time it is important to Synchronise rather than Import the package. Synchronising will allow for upgrades to this package to be applied in the future.

Review the documentation for metadata exchange for details on this process.

4.1 Credit processing Functions

  • Synchronise the Credit processing functions Space with the Credit-Processing-Functions-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Functions to import, which will all be selected. If this is the first time anyone has loaded these Functions, the Action column will say New for all the Functions.
      • Note: If this is not the case for any Function, please verify which space previously had the CAIS Functions loaded. This will conflict with this installation
    • Select Synchronize to complete the process.

After synchronising this space, the list of functions should display the majority as being shared globally this will allow the validation Functions to be used by others Spaces that require them.

These Functions should not have to be modified until you receive upgrade packages from Experian.

4.2 Consumer CAIS validation

  • Synchronise the Consumer CAIS validation Space with the Consumer-CAIS-Validation-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Workflows and Datasets to import, which will all be selected. If this is the first time anyone has loaded these Functions, the Action column will say New for all the Functions.
      • Note: If this is not the case for any Function, please verify which space previously had the CAIS Functions loaded. This will conflict with this installation
    • Select Synchronize to complete the process.

Before proceeding, share the following Workflows globally. This will allow each portfolio Space to perform validations.

  • Consumer CAIS Validation
  • Consumer CAIS Monthly Check

These Workflows should not have to be modified until you receive upgrade packages from Experian.

4.3 Consumer CAIS portfolio

  • Import the shared Workflows from step 4.2.
  • Import the Consumer CAIS <portfolio> from the Consumer-CAIS-Portfolio-X.dmx file when prompted to select a dmx file.
    • Select Import to complete the process.
  • Repeat this step for each portfolio to be processed.

Your CAIS package should now be fully configured to start using.

Upgrading

If you are upgrading an existing installation follow the instructions below.

1. Synchronise the changes in the Spaces

When upgrading the spaces from the package provided it is important to Synchronise rather than Import the package. Synchronising will allow for upgrades to this package to be applied correctly.

Review the documentation for metadata exchange for details on this process.

1.1 Credit processing Functions

  • Synchronise the Credit Processing Functions Space with the Credit-Processing-Functions-x.x.x.dmx file when prompted to select a dmx file.
    • You will be presented with a list of Functions to import, which will all be selected. These Functions should not have been modified since they were loaded, so the Action column should say Update for all the Functions with the new version number being the same or higher than the current version.
      • Note: If this is not the case for any Function, please verify why the CAIS Functions were modified. The changes may need to be applied to the Function again after loading.
    • Select Synchronize to complete the process.
  • Share the relevant Functions
    • Navigate to the Functions section of the Credit Processing Functions Space
    • Ensure any new Functions in the CAIS Validation Rules and CAIS DQ Checks categories are shared.

These Functions should not have to be modified until you receive upgrade packages from Experian.

1.2 Consumer CAIS validation

  • Synchronise the Consumer CAIS Validation Space with the Consumer-CAIS-Validation-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Workflows and Datasets to import, which will all be selected.
    • Select Synchronize to complete the process.

If this is your initial installation, please follow the instructions under Initial Installation.

If you are upgrading an existing installation, please follow the instructions under Upgrading.

Components

The Validation package has three components:

  • UKCreditFileProcessor-x.x.x.jar (required)
    • This contains the file parsers and export steps
  • Commercial-CAIS-Validation-x.x.x.dmx (required)
    • This contains the Workflows to export a Consumer CAIS file.
  • Credit-Processing-Functions-x.x.x.dmx (required)
    • This contains validation rules for Consumer CAIS and helper Functions.
  • Commercial-CAIS-Portfolio-X (optional)
    • This contains example validation and onboarding Workflows for a single portfolio.

In addition you will need to ensure the Master file from Experian is available to be loaded.

Pre-requisites

Ensure the following pre-requisites are in place before attempting to use the Validation package.

  • Aperture Data Studio 2.2.5 or greater
    • A Professional or Enterprise license
  • The monthly file submitted to Experian (unless Aperture Data Studio is generating this file)
  • Access to the Experian Master CAIS file (optional)
    • If this is not available, using the previous months submission will provide partial information.
  • The Consumer CAIS extension package containing:
    • UKCreditFileProcessor-x.x.x.jar: The file parsers
    • Credit-Processing-Functions-x.x.x.dmx: The Data Studio Metadata eXchange (DMX) package containing all the functions for CAIS file validation.
    • Commercial-CAIS-Validation-x.x.x.dmx: The Data Studio Metadata eXchange (DMX) package containing all the logic for CAIS monthly validation.
    • Commercial-CAIS-Portfolio-X: The Data Studio Metadata eXchange (DMX) package containing example onboarding and valiadtion Workflows for a single portfolio.

Initial installation

1. Install Aperture Data Studio

Follow the installation and configuration instructions for Aperture Data Studio for Windows or Linux.

2. Deploy file parser

Copy the UKCreditFileProcessor-x.x.x.jar file into the Data Studio addons folder. This can be found in the folder Data Studio was installed to. By default, on Windows this will be c:\program file\experian\aperture data studio x.x.x\addons.

After copying this file, restart the Experian Aperture Data Studio Database Server service.

3. Create the Spaces to process the CAIS data

We will be creating two Spaces to hold the CAIS validation logic data and a third Space to hold the portfolio data and validation results.

3.1 Credit processing functions

First create a Space to hold a read only copy of the CAIS functions. Do this by creating a Space with the following details:

  • Name: Credit Processing Functions
  • Description: Read only Space to hold validation rules
  • External label: leave blank
  • Permissions: Only the current user and super administrator should have permissions to this Space. No one else should have permissions assigned.

3.2 Commercial CAIS validation

Next create a Space to hold the Workflows for monthly CAIS validation checks. Do this by creating a Space with the following details:

  • Name: Consumer CAIS Validation
  • Description: Workflows for Consumer CAIS validation checks
  • External label: leave blank
  • Permissions: Only users who have permission to view the raw CAIS submission data should be given permission to this Space. They should be assigned Reader privileges. Changes to any of these Workflows may impact processing results and hamper the ability to upgrade.

3.3 Commercial CAIS <name of portfolio>

Next create a Space to hold the data for the monthy CAIS processing. Do this by creating a Space with the following details:

  • Name: <Name of portfolio>
  • Description: Consumer CAIS process for
  • External label: leave blank
  • Permissions: Only users who have permission to view the raw CAIS submission data should be given permission to this space.

Repeat this step for each portfolio to be processed.

4. Populate the Spaces

When populating the spaces from the package provided for the first time it is important to Synchronise rather than Import the package. Synchronising will allow for upgrades to this package to be applied in the future.

Review the documentation for metadata exchange for details on this process.

4.1 Credit processing Functions

  • Synchronise the Credit processing functions Space with the Credit-Processing-Functions-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Functions to import, which will all be selected. If this is the first time anyone has loaded these Functions, the Action column will say New for all the Functions.
      • Note: If this is not the case for any Function, please verify which space previously had the CAIS Functions loaded. This will conflict with this installation
    • Select Synchronize to complete the process.

After synchronising this space, the list of functions should display the majority as being shared globally this will allow the validation Functions to be used by others Spaces that require them.

These Functions should not have to be modified until you receive upgrade packages from Experian.

4.2 Consumer CAIS validation

  • Synchronise the Consumer CAIS validation Space with the Consumer-CAIS-Validation-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Workflows and Datasets to import, which will all be selected. If this is the first time anyone has loaded these Functions, the Action column will say New for all the Functions.
      • Note: If this is not the case for any Function, please verify which space previously had the CAIS Functions loaded. This will conflict with this installation
    • Select Synchronize to complete the process.

Before proceeding, share the following Workflows globally. This will allow each portfolio Space to perform validations.

  • Consumer CAIS Validation
  • Consumer CAIS Monthly Check

These Workflows should not have to be modified until you receive upgrade packages from Experian.

4.3 Consumer CAIS portfolio

  • Import the shared Workflows from step 4.2.
  • Import the Consumer CAIS <portfolio> from the Consumer-CAIS-Portfolio-X.dmx file when prompted to select a dmx file.
    • Select Import to complete the process.
  • Repeat this step for each portfolio to be processed.

Your CAIS package should now be fully configured to start using.

Upgrading

If you are upgrading an existing installation follow the instructions below.

1. Synchronise the changes in the Spaces

When upgrading the spaces from the package provided it is important to Synchronise rather than Import the package. Synchronising will allow for upgrades to this package to be applied correctly.

Review the documentation for metadata exchange for details on this process.

1.1 Credit processing Functions

  • Synchronise the Credit Processing Functions Space with the Credit-Processing-Functions-x.x.x.dmx file when prompted to select a dmx file.
    • You will be presented with a list of Functions to import, which will all be selected. These Functions should not have been modified since they were loaded, so the Action column should say Update for all the Functions with the new version number being the same or higher than the current version.
      • Note: If this is not the case for any Function, please verify why the CAIS Functions were modified. The changes may need to be applied to the Function again after loading.
    • Select Synchronize to complete the process.
  • Share the relevant Functions
    • Navigate to the Functions section of the Credit Processing Functions Space
    • Ensure any new Functions in the CAIS Validation Rules and CAIS DQ Checks categories are shared.

These Functions should not have to be modified until you receive upgrade packages from Experian.

1.2 Consumer CAIS validation

  • Synchronise the Consumer CAIS Validation Space with the Consumer-CAIS-Validation-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Workflows and Datasets to import, which will all be selected.
    • Select Synchronize to complete the process.

If this is your initial installation, please follow the instructions under Initial Installation.

If you are upgrading an existing installation, please follow the instructions under Upgrading.

Components

The On-boarding package has three components:

  • UKCreditFileProcessor-x.x.x.jar (required)
    • This contains the file parsers and export steps
  • Commercial-CAIS-Validation-x.x.x.dmx (required)
    • This contains the Workflows to export a Consumer CAIS file.
  • Credit-Processing-Functions-x.x.x.dmx (required)
    • This contains validation rules for Consumer CAIS and helper Functions.
  • Commercial-CAIS-Portfolio-X (optional)
    • This contains example validation and onboarding Workflows for a single portfolio.

In addition you will need to ensure the Master file from Experian is available to be loaded.

Pre-requisites

Ensure the following pre-requisites are in place before attempting to use the On-boarding package.

  • Aperture Data Studio 2.2.5 or greater
    • A Professional or Enterprise license
  • The monthly file submitted to Experian (unless Aperture Data Studio is generating this file)
  • Access to the Experian Master CAIS file (optional)
    • If this is not available, using the previous months submission will provide partial information.
  • The Consumer CAIS extension package containing:
    • UKCreditFileProcessor-x.x.x.jar: The file parsers
    • Credit-Processing-Functions-x.x.x.dmx: The Data Studio Metadata eXchange (DMX) package containing all the functions for CAIS file validation.
    • Commercial-CAIS-Validation-x.x.x.dmx: The Data Studio Metadata eXchange (DMX) package containing all the logic for CAIS monthly validation.
    • Commercial-CAIS-Portfolio-X: The Data Studio Metadata eXchange (DMX) package containing example onboarding and valiadtion Workflows for a single portfolio.

Initial installation

1. Install Aperture Data Studio

Follow the installation and configuration instructions for Aperture Data Studio for Windows or Linux.

2. Deploy file parser

Copy the UKCreditFileProcessor-x.x.x.jar file into the Data Studio addons folder. This can be found in the folder Data Studio was installed to. By default, on Windows this will be c:\program file\experian\aperture data studio x.x.x\addons.

After copying this file, restart the Experian Aperture Data Studio Database Server service.

3. Create the Spaces to process the CAIS data

We will be creating two Spaces to hold the CAIS validation logic data and a third Space to hold the portfolio data and validation results.

3.1 Credit processing functions

First create a Space to hold a read only copy of the CAIS functions. Do this by creating a Space with the following details:

  • Name: Credit Processing Functions
  • Description: Read only Space to hold validation rules
  • External label: leave blank
  • Permissions: Only the current user and super administrator should have permissions to this Space. No one else should have permissions assigned.

3.2 Commercial CAIS validation

Next create a Space to hold the Workflows for monthly CAIS validation checks. Do this by creating a Space with the following details:

  • Name: Consumer CAIS Validation
  • Description: Workflows for Consumer CAIS validation checks
  • External label: leave blank
  • Permissions: Only users who have permission to view the raw CAIS submission data should be given permission to this Space. They should be assigned Reader privileges. Changes to any of these Workflows may impact processing results and hamper the ability to upgrade.

3.3 Commercial CAIS <name of portfolio>

Next create a Space to hold the data for the monthy CAIS processing. Do this by creating a Space with the following details:

  • Name: <Name of portfolio>
  • Description: Consumer CAIS process for
  • External label: leave blank
  • Permissions: Only users who have permission to view the raw CAIS submission data should be given permission to this space.

Repeat this step for each portfolio to be processed.

4. Populate the Spaces

When populating the spaces from the package provided for the first time it is important to Synchronise rather than Import the package. Synchronising will allow for upgrades to this package to be applied in the future.

Review the documentation for metadata exchange for details on this process.

4.1 Credit processing Functions

  • Synchronise the Credit processing functions Space with the Credit-Processing-Functions-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Functions to import, which will all be selected. If this is the first time anyone has loaded these Functions, the Action column will say New for all the Functions.
      • Note: If this is not the case for any Function, please verify which space previously had the CAIS Functions loaded. This will conflict with this installation
    • Select Synchronize to complete the process.

After synchronising this space, the list of functions should display the majority as being shared globally this will allow the validation Functions to be used by others Spaces that require them.

These Functions should not have to be modified until you receive upgrade packages from Experian.

4.2 Consumer CAIS validation

  • Synchronise the Consumer CAIS validation Space with the Consumer-CAIS-Validation-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Workflows and Datasets to import, which will all be selected. If this is the first time anyone has loaded these Functions, the Action column will say New for all the Functions.
      • Note: If this is not the case for any Function, please verify which space previously had the CAIS Functions loaded. This will conflict with this installation
    • Select Synchronize to complete the process.

Before proceeding, share the following Workflows globally. This will allow each portfolio Space to perform validations.

  • Consumer CAIS Validation
  • Consumer CAIS Monthly Check

These Workflows should not have to be modified until you receive upgrade packages from Experian.

4.3 Consumer CAIS portfolio

  • Import the shared Workflows from step 4.2.
  • Import the Consumer CAIS <portfolio> from the Consumer-CAIS-Portfolio-X.dmx file when prompted to select a dmx file.
    • Select Import to complete the process.
  • Repeat this step for each portfolio to be processed.

Your CAIS package should now be fully configured to start using.

Upgrading

If you are upgrading an existing installation follow the instructions below.

1. Synchronise the changes in the Spaces

When upgrading the spaces from the package provided it is important to Synchronise rather than Import the package. Synchronising will allow for upgrades to this package to be applied correctly.

Review the documentation for metadata exchange for details on this process.

1.1 Credit processing Functions

  • Synchronise the Credit Processing Functions Space with the Credit-Processing-Functions-x.x.x.dmx file when prompted to select a dmx file.
    • You will be presented with a list of Functions to import, which will all be selected. These Functions should not have been modified since they were loaded, so the Action column should say Update for all the Functions with the new version number being the same or higher than the current version.
      • Note: If this is not the case for any Function, please verify why the CAIS Functions were modified. The changes may need to be applied to the Function again after loading.
    • Select Synchronize to complete the process.
  • Share the relevant Functions
    • Navigate to the Functions section of the Credit Processing Functions Space
    • Ensure any new Functions in the CAIS Validation Rules and CAIS DQ Checks categories are shared.

These Functions should not have to be modified until you receive upgrade packages from Experian.

1.2 Consumer CAIS validation

  • Synchronise the Consumer CAIS Validation Space with the Consumer-CAIS-Validation-x.x.x.dmx file when prompted to select a .dmx file.
    • You will be presented with a list of Workflows and Datasets to import, which will all be selected.
    • Select Synchronize to complete the process.
UK Credit Processing

Getting started

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