RapidRatings

This article explains how RapidRatings’ company matching process identifies and categorizes companies efficiently. You’ll learn what data to provide, how to prepare and prioritize your lists, and how to review…

Company Matching

Company List Segmentation and Corporate Hierarchy

Evaluating the Tiers of your Vendor Network

Kailey Buxbaum

Prepare, submit, and segment your counterparty list.

Building Your Counterparty List

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Create your workspace and invite the people you work with.

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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