RapidRatings

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Client Services Channels

Source Financial Documents FAQs

Kailey Buxbaum

Caroline Polio

Jack Bertolini

Overview of the Client User Interface and it's Offerings

RapidRatings FHR Exchange Platform

This article outlines what the FHR (Financial Health Rating) is, how it’s calculated, and how to use it to assess and manage financial risk.

Step 1: What is the FHR?

Step 2: Lookup an FHR

Step 3: Begin Your Analysis

Step 4: Using Portfolios

Step 5: Set Up Email Alerts

Navigate the Client Homepage

Single Search Feature

This article provides a deeper look at how to create and maintain portfolios effectively.

How to Create Portfolios

Portfolio Types and Maintenance

What default alerts are sent out? How can you enable alerts to be sent for your portfolios/reporting?

Portfolio and Report-Specific Alerts

This article explains how to request the addition of a public company to our platform.

Request A Public Company Addition

How to Submit Requests to RapidRatings Client Services

Brief introduction articles to help you start using the FHR to make better decisions

Getting Started in the RapidRatings Portal

VIDEO: Introduction to the FHR and Financial Dialogue

This article walks you through the steps to download an FHR Report, Financial Dialogue, or Peer Benchmark as a PDF.

How to Download a Report?

FHR Report Overview

Financial Dialogue Overview

Peer Benchmark Report Overview

Users can see how related companies' Financial Health Ratings compare in a single downloadable report.

Comparison Report Overview

Financial Health Ratings are generated using the currency on the financial statements for that company. Individual FHR reports can be converted to the currency you are familiar with to standardize…

Currency Conversion

Special reports are created for companies that do not fit the standard RapidRatings model

Banks, Financial Diversified and Insurance firms

Quadrant Analysis

Financial Statements Report

Financial Dialogue Report: Why Is My Report Unavailable?

An overview of our reports and tools to help you most effectively use FHRs in your risk management

Company Level FHR Reporting

This article explains how to access and use the FHR Portfolio Dashboard to view key supplier metrics, including risk levels, outreach statuses, and outdated ratings, and navigate to filtered supplier…

The FHR Portfolio Dashboard

The FHR Portfolio Dashboard - Value Definitions

The Unified Supplier View

Unified Supplier View - Supplier Information

Details what the custom peer benchmark report is, what the report entails, and why this report is useful

Custom Peer Benchmark Report

What is the Portfolio Risk Report? How do you use the Portfolio Risk Report? Elements of the Portfolio Risk Report.

Portfolio Risk Report

This article details the Matrix Report, how to run it, and what this report can be used to support.

Matrix Report (Excel)

Ratio Extraction Report Guide

Unified Supplier View: Portfolio Filter and Display

This article outlines the visibility into Member ActionPath via the Unified Supplier View.  Clients can filter, view status, and request ActionPath from Private Company Members in this view.

ActionPath in the Unified Supplier View (USV)

Outlines the Portfolio Level Reports RR offers to review lists of companies in one place

Portfolio Level FHR Reporting

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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