RapidRatings

Kailey Buxbaum

Meera Scanlon

Jack Bertolini

Overview of Private Company FHR Client Programs

Private Company FHR Programs

Step 1: Understanding the Outreach Program

How to Launch a Private Company Outreach, and the Different Types of Private Company Outreaches

Step 2: Launching Private Company Outreaches

Step 3: Overview of the Outreach process

FHR Exchange Program Management Dashboard Overview

Step 5: Outreach Refresh Management (Private Report Updates)

This article provides information about the activity log and information our Member Services team can provide during the Outreach process

RapidRatings Activity Log Public Comments

Defines each of the private company outreach statuses.

Private Company Outreach Statuses Glossary

Definitions of common terms listed within the Network Outreach Dashboard.

FHR Exchange Glossary

FHR Exchange Counterparty Experience

Common Escalation Reasons for private company outreach.

Reasons for Escalation

Types of Campaigns, What Each Campaign Entails, How the Campaign is Setup/Structured, How the Client Can Get Involved via Alerting

Campaign Management and Alerting Functionality

Outreach Member Registration Experience

New versus share versus refresh requests, Reasons for a request to be kicked back (not launched), Reasons for additional counterparty contact information

Private Company Request Best Practices

Private Company Outreach Tone

This article details why we would contact your supplier during the private company outreach process.

Kicking Back a Request to a Supplier

This article outlines the process when RapidRatings or the client receives notification that a private company is not willing to participate in the Outreach program.

What happens when a counterparty refuses to provide financial data?

Who is the relationship manager, what is the relationship managers role in the outreach process, when do we contact the relationship manager, when would the supplier contact the relationship manager

The Relationship Manager

This article dives into the success rate of private company outreaches.

Private Company Outreach: Success Rates

Who is interacting with the target companies, how are we interacting with the target companies, what guidelines we have in place, how we are equipped to interact with your target…

Interacting with Target Companies

Emails and Alerts

This article outlines the survey functionality that is available during an outreach request for private companies

Member Surveys in the Exchange

This article explains what the activity log shows, and how it is useful in the private company outreach process.

Private Company Outreach: The Activity Log

Program Management Notifications

What are Source Financials?
How can Source Financials be Accessed?
Reasons for Financial Data Not Being Available.

Accessing Source Financials

How to view public versus private ratings within your Network Outreach Dashboard, and why a public rating would be connected to a private company outreach.

Viewing Public vs. Private Companies on the Network Outreach Dashboard

How to view/monitor private company outreach escalations within your Program Dashboard.

Escalation Management

This section covers everything you need to know about our FHR Exchange

Private Company Outreach on The FHR Exchange

Enterprise clients of RapidRatings can purchase FastTrack which will allow them to invite their counterparties to join the FHR Exchange via FastTrack

Enterprise FastTrack Introduction

The RapidRatings client handles the communication with their counterparties and invites them to participate via unique link

Enterprise FastTrack Step by Step

This article outlines the main differences between the Enterprise FastTrack Program and the Outreach Program

Understanding the Differences: Enterprise FastTrack vs Outreach

Outlines enterprise offering allowing clients to invite their members to sign up for the FHR Exchange

Enterprise FastTrack

This article explains how to use the Financial Statement Submission Tool to submit company financial statements securely for rating. You’ll learn how to search, view, create, and manage requests.

Financial Statement Submission Tool

I have financials. What do I need to do to produce a report myself?

If I enter data vs RapidRatings, will there be differences in the FHR?

Information on how to receive an FHR when the client has the financial information

Client Direct Submission 

ActionPath Overview

This article reviews the main differences between the Basic and Essential Tiers when a private company joins the RapidRatings Network.

Basic vs. Essential Tiers

ActionPath Demo

FHRX Member Proactive Share Functionality

FHR Exchange Member Proactive Refresh Experience

This article outlines the process for clients to request access to a Member's ActionPath

ActionPath Sharing: How to Request Access

Eamonn Mannion

Review member process and portal features

FHR Exchange Member Benefits

Find answers and get help from Intercom Support and Community Experts

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