What is the Unified Supplier View?
The Unified Supplier View is a table view within the Rapid Ratings Portal, that allows you (The Primary User) to view your supplier information from your FHR, Healthmark List and Outreach Status Reports.
This article aims to give further descriptions of the functionality of the table, including newly added columns, sort, filter and export capability.
How to Access the Unified Supplier View
From the Home Page, you will see a new banner:
Click the "Click here to access USV" button, and your list of suppliers will load in the table (screenshot below).
Table Features
Search:
Search Capability exists to search for your Suppliers
You must enter in at least 3 characters before clicking the search button.
To clear your search, backspace or use the X in the top right hand corner of the screen.
Search results will be displayed alphabetically and can be further filtered using the Filtering Options.
Search types include "supplier name" and "last used supplier ID"
Sort:
Sort Capability exists to allow you to sort your Suppliers by:
Company Name
Country
FHR, FHR Financial Period, FHR Release date
Intro Sent Date
Healthmark, Healthmark Updated
Relationship Manager
Filters:
Top Level Filters - top level filters make filtering your suppliers quick and easy.
Side Menu Filters:
From the menu button on the top right of the screen, click the "Filters menu" button to display all your Filtering Options.
Filtering options here include the same filters as the Top level filters with additional filters, including "Rating change", “Statuses” and "Relationship Manager".
Export:
Export all your Search or Filtered results via CSV for deep dive analysis in Excel or your chosen BI Tool. Alternatively export your full list using the Export feature in the top right corner.
Click "Export Full List".
The yellow R indicates the report is downloading.
The file downloads in CSV format and the download date will be shown in the filename.
Once complete, a message will display that ‘The download list has been successful’.
How are your Suppliers displayed and what Supplier information is provided?
Read this article to find out
New Outreach Status Labels and Filters
Within the filter’s menu, you can get a breakdown of your out of date ratings.
Filter by FHR Type (In Date, Out of date) or Outdated FHRs Type
Outdated FHRs - Refresh Required
Current FHRs are based on financials that are over 12 months old. A Refresh is typically required to update the rating
Outdated FHRs - Refresh Open
Previously rated entities with refresh requests in progress
Outdated FHRs – Refresh Request Lost
Previously rated entities with an unsuccessful refresh attempt
Apply Multiple Filters
Choose Multiple filters within a filter drop down to enhance your search and address high risk Suppliers in one go - You can Select:
Multiple FHR Risk Levels - for example: Very High Risk and High Risk
Multiple outreaches statuses
Filter by Company Type
Filter by public companies or private companies via the Filters modal
Find your Supplier using the Target Company Name
Easily locate your Recent outreach request (Refresh) submitted for a Rated Company via their Supplier Name
Search the Target company name to quickly find the right supplier & related information
Find your Suppliers by Contact Email Address
We’re adding the Counterparty contact e-mail address , this will display alongside the Outreach information and be searchable
Tool Tips Added!
Click on the ? to get an in depth understanding of each of the core pieces on Information represented