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How to Use ePORT
Company Administrator Edition
Updated: August 2011
Confidentiality Agreement
The material presented in this guide is confidential and proprietary to Equifax Information
Services LLC (“Equifax”). By accepting this guide, recipients agree not to disclose any
information contained herein to any third parties and/or to reproduce any part of this guide
without, in each instance, the prior written consent of Equifax by writing to:
Equifax Information Services LLC
Marketing Communications, H-22
1550 Peachtree Street, N.W.
Atlanta, GA 30309
Equifax and Equifax ePORT are registered trademarks of Equifax Inc. Copyright  2011 Equifax Inc.,
Atlanta, Georgia. All rights reserved.
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Table of Contents
Registration ..................................................................................................................................... 4
ePORT Access ............................................................................................................................ 4
eCredit Information ................................................................................................................... 17
ADV .......................................................................................................................................... 22
eFTS .......................................................................................................................................... 26
eReporting ................................................................................................................................. 27
FirstSearch ................................................................................................................................ 28
ACIS ......................................................................................................................................... 29
eID Compare ............................................................................................................................. 30
eID Verify ................................................................................................................................. 39
Commercial Credit Reports ...................................................................................................... 48
ePORT Login ................................................................................................................................ 54
Normal Login Flow................................................................................................................... 54
Two-Factor Authentication (TFA) Login Flow ........................................................................ 58
User Management ......................................................................................................................... 64
Search User ............................................................................................................................... 65
Add User ................................................................................................................................... 69
Delete/Inactive User.................................................................................................................. 77
Recertify Users.......................................................................................................................... 87
System Restrictions ................................................................................................................... 91
Audit (Usage) Reports .............................................................................................................. 97
Assigning User Roles .............................................................................................................. 103
Consumer Reports (Online) ........................................................................................................ 108
Member Number Setup ........................................................................................................... 108
Report Profile Setup ................................................................................................................ 113
Report Permission ................................................................................................................... 122
Online Inquiry ......................................................................................................................... 126
Report History......................................................................................................................... 129
Consumer Reports (Batch).......................................................................................................... 135
File Management .................................................................................................................... 138
File Format Management ........................................................................................................ 139
Submitting a Batch .................................................................................................................. 141
Batch Output ........................................................................................................................... 143
File Transport .............................................................................................................................. 147
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Registration
ePORT Access
To register for general ePORT use, go to https://www.eport.equifax.com and click the CLICK
HERE to Register for ePORT Today! button.
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Click the ePORT Registration link to begin the registration process.
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Step 1: Customer Verification – Identify Your Organization
Requestor Information
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•
•
•
Provide your organization’s name in the Company Name field
Provide your Equifax Member Number in the Existing Customer Account Number field
Provide your Equifax Member Number Security Digits in the Security Digits field
Provide your designated Company Administrator’s name in the First Name and Last Name
field
After completing this information, click the Continue button to proceed to Step 2.
NOTE: If you do not remember your Equifax Member Number, then click the Forgot
your Customer Account Number? link or contact:
•
•
•
Your Equifax sales representative.
Equifax Customer Service (contact information is provided on the “Contact Us”
page on the ePORT web site).
Your local customer service center if you are a customer of an Equifax System
Affiliate or a local credit reporting agency.
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NOTE: If you do not remember your Equifax Member Number Security Digits, then click
the Forgot your Security Digits? link or contact:
•
•
•
Your Equifax sales representative.
Equifax Customer Service (contact information is provided on the “Contact Us”
page on the ePORT web site).
Your local customer service center if you are a customer of an Equifax System
Affiliate or a local credit reporting agency.
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Step 2: Internet Addendum
The Equifax Internet Addendum page is shown on the following page. Please review the
Equifax Internet Addendum in Step 2 and complete the following:
•
•
•
•
•
Enter Company Name
Review the terms
If you agree to the terms, then check the six I Agree boxes
Complete the Name and Date information
Enter “I Agree” in the provided field
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Once these are complete, click the I Agree button to proceed to Step 3.
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Step 3: Requestor Information
The Step 3 page is shown below. Please provide the additional identification information as
shown. The required fields include:
•
•
•
•
•
•
•
•
•
•
Telephone Number
Address
City
State
Zip Code
Email
User ID (Company Administrator’s User ID)
Password
Challenge Question and Response
Emergency Contact Information
Once complete, click the Login to ePORT button to proceed to Step 4.
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Step 4: Login to ePORT
Once the Login to ePORT button is clicked, the provided information is authenticated and access
to ePORT is provided. The Company Administrator must log in to ePORT in order to continue
the registration process. The Company ID and User ID fields are pre-filled on the login screen.
The Company ID is automatically generated once the authentication process is complete. In
addition, the User ID is carried over forward from Step 3. The Company Administrator will be
required to enter their password (from Step 3) in the Password field. Once the password is
entered, click the Sign In button.
NOTE: In addition, Equifax sends two emails to the address provided in Step 3 for future
reference: (1) summary information (including the Company ID and the User ID) about
your ePORT registration and (2) eCredit Information approval information (including
instructions on how to create a Report Profile, which allow for the submission of Consumer
Credit reports).
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Once the Sign In button is clicked, the User Verification Screen displays. Enter the Challenge
Response provided in Step 3 in the Challenge Response field and click the Submit button.
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Once the Submit button has been clicked, the ePort Security Acknowledgement displays on the
screen. Read through the Security Features and click the I Acknowledge button to proceed to
the ePORT CustomerPort page.
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Once the I Acknowledge button is clicked, the ePort CustomerPort page displays.
NOTE: The text under the Important Message section changes after the user logs out of
ePORT for the first time after ePORT registration.
The user will only see this message on the
CustomerPort screen once after completing ePORT
Registration. After the user logs out of ePORT, the
user will see a generic message under the
Important Message section.
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USER is the logged in user’s First
Name. As a result, the generic message
will always display Hello FIRST
NAME.
The user will always see this generic message
under the Important Message section after
logging out of ePORT for the first time after
completing ePORT Registration.
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eCredit Information
Your organization is automatically approved with access to the eCredit Information (Consumer
Credit Reports) service. The Company Administrator, the user whose credentials were entered
during the ePORT registration process, will have the following responsibilities:
•
•
•
•
Responsibility for adding and maintaining the actual products available to your
organization’s ePORT end users.
Responsibility to adding, removing and maintaining the Equifax customer account number in
ePORT.
Responsibility for adding and maintaining users for your company.
Responsibility for recertifying ePORT end users for continued access rights.
NOTE: It is highly recommended that your organization has at least two people set up as
eCredit Information Company Administrators. A Company Administrator can set up
another user as a Company Administrator (refer to the Adding Users to eCredit
Information section).
Have the following information available for the organization employees being given ePORT
access:
•
•
•
User Profile Information – User ID, Name, Address, Email, Phone Number and Time Zone.
Security – Password (can be temporary), Challenge Question and Challenge Answer.
Permissions and User Preferences.
The below figure is the eCredit Information (Consumer Credit Reports) Add User screen.
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NOTE: Please refer to the ePORT User Management section of this guide for instructions
on adding users to ePORT and assigning the eCredit Information role to end users.
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Step 1: Click the eCredit Information (Consumer Credit Reports) button
Click the eCredit Information (Consumer Credit Reports) button under the My Services
section of the CustomerPort page.
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The system will generate the follwing screen. Report Profile(s) must be created in order to gain
access to submit credit inquiries.
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Step 2: Click the Report Profile link
Click the Report Profile link to view the Report Profile menu.
Click the Add New button as shown above to advance to the Report Profile setup.
NOTE: Please refer to the Consumer Reports (Online) – Report Profile Setup section of
this guide for instrcutions about creating report profiles.
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ADV
The instructions listed below are designed for registered ePORT customers who want to access
Automated Data View.
Step 1: Login to ePORT
If you are not already logged in to ePORT, do so by going to https://www.eport.equifax.com
and clicking the Login hyperlink.
Once the Login hyperlink has been clicked, the ePORT Customer Login screen displays. Enter
your Company ID, User ID and Password; click the Sign In button.
Once the Sign In button is clicked, the User Verification Screen displays. Enter the Challenge
Response in the Challenge Response field and click the Submit button. Upon successful login
and authentication, the ePORT CustomerPort page will appear.
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Step 2: Click the Automated Data View button
Click the Automated Data View button under the MyServices section of the CustomerPort
page.
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Step 3: Automated Data View Agreement
The ADV Agreement page displays once the Automated Data View button has been clicked.
Review the terms and if you agree to the terms click the I Agree button to proceed to Step 4.
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Step 4: Automated Data View Registration
The ADV registration page displays once the Automated Data View button has been clicked.
This page prompts the Company Administrator to enter their 10-digit alphanumeric ADV
Equifax Customer Account Number in the Customer Member Number field and the
corresponding security digits in Security Code field. Click the Save button to continue.
The registration completion page displays once the Save button has been clicked. This page lets
you know that your registration for the ADV service has been verified and completed.
The ADV registration is now complete. The Company Administrator now has the ability to
assign the ADV end user role to company ePORT end users. The Company Administrator is
automatically assigned the following roles after completing the Automated Data View
registration process: efts – ADV end user and efts – ADV customer admin.
NOTE: Please refer to the Assigning User Roles section of this guide for instructions about
assigning end users Product/Service roles.
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eFTS
For instructions for registering for the eFTS service contact your Equifax Sales Representative.
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eReporting
For instructions for registering for the eReporting service contact your eReporting Sales
Representative at 1-888-202-4918.
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FirstSearch
For instructions for registering for the FirstSearch service contact your FirstSearch Sales
Representative at 1-866-222-5879.
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ACIS
For instructions for registering for the ACIS service contact your ACIS Sales Representative at
1-770-740-7475.
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eID Compare
The instructions listed below are designed for registered ePORT customers who want to access
eIDcompare.
Step 1: Login to ePORT
If you are not already logged in to ePORT, do so by going to https://www.eport.equifax.com
and clicking the Login hyperlink.
Once the Login hyperlink has been clicked, the ePORT Customer Login screen displays. Enter
your Company ID, User ID and Password; click the Sign In button.
Once the Sign In button is clicked, the User Verification Screen displays. Enter the Challenge
Response in the Challenge Response field and click the Submit button. Upon successful login
and authentication, the ePORT CustomerPort page will appear.
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Step 2: Click the eIDcompare button
Click the eIDcompare button under the MyServices section of the CustomerPort page.
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Step 3: eIDcompare Registration
The eIDcompare registration page displays once the eIDcompare button has been clicked. Click
the Register Now button to proceed to Step 4.
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Step 4: eIDcompare Agreement
Review and electronically sign the eIDcompare Agreement by completing the following:
•
•
•
•
•
Enter Company Name
Review the terms
If you agree to the terms, then check the seven I Agree boxes
Complete the Name and Date information
Enter “I Agree” in the provided field
Once these are complete, click the I Agree button to proceed to Step 5.
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Step 5: eIDcompare Registration Completion
The eIDcompare registration completion screen lets you know when you have completed the
eIDcompare registration process.
The ePORT Company Administrator is automatically assigned the following roles after
completing the eIDcompare registration process: eid – end user and eid – cust admin.
Before the company end users can use eIDcompare, the Company Administrator must
successfully create ePORT end users (eport – end user role) and grant access to the eIDcompare
product to the appropriate user by assigning the end user the eid – end user role.
NOTE: Please refer to the Assigning User Roles section of this guide for instructions about
assigning end users Product/Service roles.
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eID Verify
The instructions listed below are designed for registered ePORT customers who want to access
eIDverifier.
Step 1: Log in to ePORT
To register for eIDverifier, log in to ePORT as a Company Administrator going to
https://www.eport.equifax.com and clicking the Login hyperlink.
Once the Login hyperlink has been clicked, the ePORT Customer Login screen displays. Enter
your Company ID, User ID and Password; click the Sign In button.
Once the Sign In button is clicked, the User Verification Screen displays. Enter the Challenge
Response in the Challenge Response field and click the Submit button. Upon successful login
and authentication, the ePORT CustomerPort page will appear.
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Step 2: Click the eIDverifier button
Click the eIDverifier button under the MyServices section of the CustomerPort page.
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Step 3: eIDverifier Registration
The eIDverifier registration page displays once the eIDverifier button has been clicked. Click
the Register Now button to proceed to Step 4.
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Step 4: eIDverifier Agreement
Review and electronically sign the eIDverifier Agreement by completing the following:
•
•
•
•
Enter Company Name
Check the seven I Agree boxes
Complete the Name and Date information
Enter “I Agree” in the provided field
Once these are complete, click the I Agree button to proceed to Step 5.
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Step 5: eIDverifier Registration Completion
The eIDverifier registration completion screen lets you know when you have completed the
eIDverifier registration process.
The ePORT Company Administrator is automatically assigned the following roles after
completing the eIDverifier registration process: eidv – end user and eidv – cust admin.
Before the company end users can use eIDverifier, the Company Administrator must
successfully create ePORT end users (eport – end user role) and grant access to the eIDverifier
product to the appropriate user by assigning the end user the eidv – end user role.
NOTE: Please refer to the Assigning User Roles section of this guide for instructions about
assigning end users Products/Service roles.
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Commercial Credit Reports
The instructions listed below are designed for registered ePORT customers who want to access
Commercial Credit Reports.
Step 1: Login to ePORT
If you are not already logged in to ePORT, do so by going to https://www.eport.equifax.com
and clicking the Login hyperlink.
Once the Login hyperlink has been clicked, the ePORT Customer Login screen displays. Enter
your Company ID, User ID and Password; click the Sign In button.
Once the Sign In button is clicked, the User Verification Screen displays. Enter the Challenge
Response in the Challenge Response field and click the Submit button. Upon successful login
and authentication, the ePORT CustomerPort page will appear.
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Step 2: Click the eCommercial info (Business Credit Report, NTDE) button
Click the eCommercial info (Business Credit Report, NTDE) button under the MyServices
section of the CustomerPort page.
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Step 3: eCommercial Registration Process
You will be presented with information about eCommercial. Click the click here hyperlink to
continue to the eCommercial registration process.
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Step 4: Online Registration
There are two sections on the eCommercial Online Registration page: Subscription
Information and Subscription Options.
Subscription Information
•
•
Provide a valid Equifax Customer Account Number. The Equifax Customer Account
Number is a 10-digit alphanumeric combination created for your exclusive use when
accessing Equifax products and services. This number uniquely identifies you and is set up
to allow you to request specific Equifax products, models and services based upon
permissions granted to the Equifax Customer Account Number.
Provide the Security Digits for the member number. The security digits are a 2 or 3-digit
alphanumeric combination that is used in conjunction with your Equifax Customer Account
Number. The security digits provide an additional step of security before granting access to
Equifax products and services.
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NOTE: If you do not have an Equifax Customer Account Number, please contact:
•
•
•
Your Equifax sales representative.
Equifax Customer Service (contact information is provided on the “Contact Us”
page on the ePORT website).
If you are a customer of an Equifax System Affiliate or a local credit reporting
agency, please contact your local customer service center.
Subscription Options
Select the Subscription and History/Storage Options that are applicable to your needs.
Click the Complete>> button to continue.
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Step 5: eCommercial Registration Completion
Once the Complete button has been clicked, the registration completion page displays. This page
lets you know that your registration for the eCommerical service has been verified and
completed.
You now have the choice of entering the service by clicking the ePORT Home link, which
would redirect you the CustomerPort page. Or you can click the Logoff link to log off the
system.
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ePORT Login
Normal Login Flow
If your company is not setup with the Two-factor authentication (TFA) security feature, then all
company users should login using the following ‘Normal’ login flow. The ‘Normal’ login flow
authenticates users by using the single factor Company ID/User ID/Password combination.
However, if your company is setup with the TFA security feature, then all company users should
login using the ‘TFA’ login flow.
NOTE: Please refer to the Two-Factor Authentication (TFA) Login Flow section for
further details.
To login ePORT, go to https://www.eport.equifax.com and click the Login link.
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The system generates the ePORT login page. The user must enter their valid login credentials in
the following fields: Company ID, User ID and Password. Once the user credentials have
been entered, click the Sign In button.
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The system validates the entered credentials. If the entered credentials have been authenticated,
then the User Verification Screen displays. This screen is also known as the Challenge Token
screen. Enter the correct information in the Challenge Response field and click the Submit
button.
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The system validates the entered Challenge Response. If the entered information is correct, then
the ePORT CustomerPort page displays.
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Two-Factor Authentication (TFA) Login Flow
If your company is setup with the TFA security feature, then all company users should login
using the following ‘TFA’ login flow. However, if your company is not setup with the TFA
security feature, then all company users should login using the ‘Normal’ login flow.
NOTE: Please refer to the Normal Login Flow section for further details.
Two-factor authentication seeks to decrease the probability that a user, who is presenting false
evidence of their identity, can successfully login ePORT. TFA implies the use of two
independent factors of evidence to assert an entity, rather than two iterations of the same factor.
Meaning, company users that follow the ‘TFA’ login flow will have to perform the following in
order to successfully gain access to ePORT: (1) Login ePORT using their valid Company
ID/User ID/Password combination (2) Enter their unique token passcode that they received via
email (3) Register their device fingerprint.
In order to prevent the disruption of the user experience when your company is setup with the
TFA security feature, users will not be prompted for the second factor (unique token passcode) if
their IP is verified by the application or their device fingerprint matches with previously
registered device fingerprints for that specific user.
IP Verification: Available security feature that currently exists on ePORT that allows customers
to have an option to restrict their users from accessing ePORT from IP Addresses other than the
IP Address Range configured by the Company Admin.
Device Fingerprinting: Device fingerprinting works by computing a unique ID for the device
that the user is using to access the ePORT web application. This is done by creating a hash of
the IP address and web browser
NOTE: Please refer to the System Restrictions section for further details about IP
verification.
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To login ePORT, go to https://www.eport.equifax.com and click the Login link.
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The system generates the ePORT login page. The user must enter their valid login credentials in
the following fields: Company ID, User ID and Password. Once the user credentials have
been entered, click the Sign In button.
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The system validates the entered credentials. If the entered credentials have been authenticated,
then the Anakam Token Screen displays. Concurrently, an email including your unique Anakam
Token will be sent to the email address provided in your Profile Information section.
NOTE: Your Profile Information can be accessed by clicking the Edit My Profile link
under the Administration menu on the CustomerPort page.
Enter your unique Anakam Token and click the Submit button.
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The Browser Finger Print Screen loads once the system has verified the entered Anakam Token.
The options on this screen can result into two different flows.
Flow 1: Click the OK button to proceed to the CustomerPort screen
Your Browser/IP Address combination fingerprint will be stored in the database. As a result,
you will no longer be presented with the Anakam Token screen after your next successful login.
Instead, you will always be presented with the Challenge Token screen after each successful
login.
Flow 2: Click the CANCEL button to proceed to the CustomerPort screen
Your Browser/IP Address combination fingerprint will not be stored in the database. As a result,
you will be prompted with the Anakam Token screen after your next successful ePORT login.
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The system loads the ePORT CustomerPort page.
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User Management
Once your organization has been registered in ePORT, your Company Administrator will have
the ability to manage company users via the following seven options:
1. User Management – Search User
The Company Administrator will have the ability to query all users regardless of the users’
assigned service, role and status within your organization.
2. User Management – Add User
The Company Administrator will have the ability to add ePORT end users for your Company.
3. User Management – Delete/Inactivate User
The Company Administrator will have the ability to inactivate and/or delete company users.
4. User Management – Recertifying Users
The Company Administrator will be responsible for recertifying ePORT end users for continued
access rights.
5. User Management – System Restrictions
The Company Administrator will have the ability to limit ePORT company access by enabling IP
Restriction. The IP Restriction feature gives your company the ability to limit access to ePORT
by IP address or IP range. In addition, the Company Administrator will have the ability to set the
company’s normal hours of operation.
6. User Management – Audit (Usage) Reports
The Company Administrator will have the ability to view company usage reports. These reports
allow the Company Administrator to audit company users’ system usage.
7. User Management – Assigning Users Roles
The Company Administrator will have the ability to assign product roles to ePORT end users.
The Company Administrator is automatically assigned the product customer admin role after the
successful completion of service/product registration.
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Search User
Once your organization has been registered in ePORT, your Company Administrator will have
the ability to query all users regardless of the users’ assigned service, role and status within your
organization. Click the Manage Users link to continue.
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The User Administration screen displays once the Manage Users link has been clicked. The
User Administration screen contains the Search User interface, which contains the following
fields and dropdown menus:
•
•
•
•
•
Company ID
My Services
Role
Status
User ID
The Company Administrator has the ability to query company users using the following different
combinations: My Services, Role, and Status.
NOTE: Your organization’s Company ID will always be pre-filled in the Company ID
field.
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My Services
Allows the Company Administrator to search company users based upon assigned products (i.e.
eCredit Information (Consumer Credit Reporting)).
Role
Allows the Company Administrator to search company users based upon assigned roles (i.e.
product admin, product end user).
Status
Allows the Company Administrator to search company users based upon the users status (i.e.
active users, inactive users, deleted users).
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User ID
The Company Administrator has the ability to search for users by their User ID. A query can be
run by entering the complete User ID or partial User ID (using at least the first character of the
User ID).
However, all company users can be returned by leaving the User ID field blank, selecting ePort
from the My Services drop down menu, selecting All from the Role drop down menu, and
selecting All from the Status drop down menu. The search results populate on the screen once
the GO! button is clicked.
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Add User
Once your organization has been registered in ePORT, your Company Administrator will be able
to add ePORT end users for your Company. Click the Manage Users link to continue.
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The User Administration screen displays once the Manage Users link has been clicked. Click the
Add User link to proceed to the Add User process flow.
NOTE: The Company ID will be pre-filled in the Company field.
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The Add User screen displays once the Add User link is clicked.
Please have the following information available for the company employees given ePORT
access:
•
•
•
User Profile Information – User ID, Name, Address, Email, Phone Number and Time Zone
Security – Password, Challenge Question and Challenge Answer
Permissions and User Preferences
Enter the user information in the required fields and check the appropriate permissions and user
preferences. Click the Save button to continue.
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User Information
The User Information section contains the employee’s User ID, First Name, Last Name and
Email Address. The labels for these fields are Red; hence, they are required in order to
successfully add a new user to the ePORT system. In addition, there are several other fields
located within this section, including telephone and fax number information, address information
and time zone information. Although these fields are optional and are not required for User ID
setup, it is highly recommended that each user profile contain appropriate contact information.
Security
The Security section contains the following authentication information for the User ID:
Password, Challenge Question and Response, Lockout and Status.
Password
The password that is entered in the Password and Confirm Password fields is temporary. Once
the User ID is created, the end user will receive an email with their temporary password and
instructions for logging in to ePORT. The Change Password screen will display once the end
user successfully logs in to ePORT. This screen allows the end user to create their password.
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Challenge Question and Response
The information entered in the Challenge Question and Challenge Response fields is not
temporary. The Challenge Question and Challenge Response are an additional security measure.
The user will be prompted to enter their Challenge Response in order to proceed to ePORT’s
CustomerPort page.
Lockout
The Lockout checkbox automatically gets checked when a user exceeds the maximum number of
incorrect login attempts. Currently, there is a maximum of three login attempts before the User
ID gets locked out. The below screen displays after a user has exceeded the maximum number
of incorrect login attempts.
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In addition, the Company Administrator can manually lock out a user by checking this box.
Manually checking this box prevents the user from logging in to ePORT even if they are using
their correct credentials. Un-checking the Lockout checkbox is the only way for the user’s
credentials to be successfully authenticated by the ePORT system.
Status
The Company Administrator has the ability to assign an end user’s status. The following are
available in the Status drop down menu: Active, Inactive, Deleted, Pending and New.
Active: An active status allows a user to access ePORT and all User ID assigned products and
system functionalities.
Inactive: An inactive status prevents a user from logging in to ePORT even if they are using
their correct credentials. The below screen displays when an inactive user attempts to log in to
ePORT.
Deleted: A deleted status prevents a deleted User ID from logging in to ePORT. It is important
to note that a deleted user is never removed from the system. The Company Administrator has
the ability to change a deleted status to an active status. The below screen displays when a
deleted user attempts to log in to ePORT.
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Pending: A pending status prevents a user from logging in to ePORT even if they are using their
correct credentials. This status can be used if the Company Administrator sets up an end user
account but needs approval to give the end user access to ePORT. The User ID will be able to
access ePORT once the User ID’s status has been changed to active. The below screen displays
when a pending user attempts to log in to ePORT.
New: A new status prevents a user from logging in to ePORT even if they are using their correct
credentials. A Company Administrator can choose to initially set up an end user with this status
and then later assign the active status in order to allow the User ID to access the ePORT system.
The below screen displays when a new user attempts to log in to ePORT.
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User Permissions and Preferences
The user permissions and preferences determine the User ID’s system functionalities. These
check boxes are automatically checked when the Add User screen displays. However, the
Company Administration has the right to assign the appropriate user permissions and preferences
based on the Company’s preferences.
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Delete/Inactive User
The Company Administrator has the ability to delete and inactive company PORT end users.
Click the Manage Users link to continue.
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The User Administration screen displays once the Manage Users link has been clicked.
NOTE: Your organization’s Company ID will always be pre-filled in the Company ID
field.
The Company Administrator has the ability to delete User IDs via the following two different
options:
•
•
Delete Users on the Search User screen
Delete Users on the User Profile screen (via the Edit button)
However, the Company Administrator can only inactivate User IDs using the following option:
•
Inactivate User IDs using the Add User screen (via the Edit button)
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Delete Users – Search User Screen
Step 1: Search for all Company User IDs
Run a query for all company users by leaving the User ID field blank, selecting ePort from the
My Services drop down menu, selecting All from the Role drop down menu, and selecting All
from the Status drop down menu. The search results populate on the screen once the GO! button
is clicked.
Step 2: Delete User
A User ID can be deleted by selecting a User ID and clicking the Delete button. Once the delete
button has been clicked, the below pop up message displays.
Once the OK button is clicked, the User ID is successfully deleted. The Status changes from
ACT (Active) to DEL (Deleted).
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NOTE: A deleted user is never completely removed from the system. The Company
Administrator has the ability to re-activate a user by editing the User ID profile (refer to
the Deleted Users – User Profile screen section).
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Delete Users – User Profile Screen
Step 1: Search for all Company User IDs
Run a query for all company users by leaving the User ID field blank, selecting ePort from the
My Services drop down menu, selecting All from the Role drop down menu, and selecting All
from the Status drop down menu. The search results populate on the screen once the GO! button
is clicked.
Step 2: Delete User
The Company Administrator has the ability to edit an end user’s User Profile. A User ID can be
deleted by selecting a User ID and clicking the Edit button.
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The User Profile screen displays once the Edit button has been clicked.
The Company Administrator has the ability to delete an end user by updating the end user’s
status. Select the Deleted status from the Status drop down menu and click the Save button.
Change the Status from Active to Deleted
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The below screen displays once the Save button has been clicked. Notice that the
DELETEUSER User ID is not displayed on the screen.
Run the following query to view the deleted user. Run a query for all company users by leaving
the User ID field blank, selecting ePort from the My Services drop down menu, selecting All
from the Role drop down menu, and selecting All from the Status drop down menu. The search
results populate on the screen once the GO! button is clicked.
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Inactivate User IDs – User Profile Screen
Step 1: Search for all Company User IDs
Run a query for all company users by leaving the User ID field blank, selecting ePort from the
My Services drop down menu, selecting All from the Role drop down menu, and selecting All
from the Status drop down menu. The search results populate on the screen once the GO! button
is clicked.
Step 2: Delete User
The Company Administrator has the ability to edit an end user’s User Profile. A User ID can be
inactivated by selecting a User ID and clicking the Edit button.
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The User Profile screen displays once the Edit button has been clicked.
The Company Administrator has the ability to inactivate an end user by updating the end user’s
status. Select the Inactive status from the Status drop down menu and click the Save button.
Change the Status from Active to Inactive
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The below screen displays once the Save button has been clicked. Notice that the TEST User ID
is has an NOA (Inactive) status.
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Recertify Users
The Company Administrator will be responsible for recertifying ePORT end users for continued
access rights. Click the Manage Users link to continue.
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The User Administration screen displays once the Manage Users link has been clicked. Click the
Recertify Users link to proceed to the Recertify Users process flow.
NOTE: The Company ID will be pre-filled in the Company field.
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Once the Recertify Users link is clicked, the Recertify Users screen displays.
NOTE: The Company Administrator can also reach this page directly by clicking the
Recertify Users link under the Administration Section on the Customer Port page.
User IDs must be recertified every 90 days. It is important to note that only users with an Active
status can be recertified. The Company Administrator will be notified by email when it is time
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to recertify company User IDs. Click the Recertify All button to recertify users. The below pop
up message displays after the Recertify All button has been clicked.
Click the OK button to recertify the users.
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System Restrictions
The Company Administrator will be responsible for limiting ePORT company access by
enabling IP Restriction. Click the System Access Restrictions (IP / Time) link to continue.
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The System Restrictions screen displays once the System Access Restrictions (IP / Time) link
has been clicked.
This screen is divided into the following three sections:
•
•
•
Password Expiration
IP Restriction
Normal Usage Time
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Password Expiration
The Password Expiration section gives the Company Administrator the ability to set users’
password expiration timeline. The Company Administrator has the option to disable or enable
password expiration. Click the Password Expiration Instructions link to receive more detailed
instructions about disabling and enabling passwords.
IP Restriction
The Internet Protocol (IP) Restriction gives your company the ability to limit access to ePORT
by IP address or IP range. IP address information must be static and publicly available via the
Internet. The Company Administrator has the option to activate IP restrictions to ePORT for the
company (Company ID). If the IP Restrictions option is enabled, then the users trying to access
ePORT using the IP Addresses listed in the IP Address table located on the right side of the
screen will be able to access ePORT. As a result, if a user’s IP address has not been added, then
the user will not be able to access ePORT. However, all ePORT Company Administrators will
always be granted access to ePORT whether their IP Address is or is not present in the IP
Restriction range.
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In addition, users trying to access ePORT using an IP Address that is not present in the IP
Restriction range can still gain access to ePORT as long as the Company Administrator activates
the option to use TFA if IP Fails. Click the IP Restriction Instructions link to receive more
detailed instructions about maintaining company IP addresses.
IP Restriction Security Feature
If the ‘Activate IP Restrictions / Update IP Info’ checkbox is selected, then your company will
follow the standard IP Restrictions flow. All users who login using valid credentials will be
granted access as long as their IP Address is included in the IP Restrictions range. In addition,
all ePORT Company Administrators who login using valid credentials will always be granted
access whether their IP Address is or is not present in the IP Restriction range.
If the ‘Activate IP Restrictions / Update IP Info’ checkbox is not selected, then the company
will not follow the standard IP Restrictions flow. As a result, the IP Restrictions feature will be
disabled and the company will follow the Two-Factor Authentication (TFA) login flow.
Activate TFA if IP Fails
The ‘Activate TFA if IP Restrictions Fail’ checkbox gets displayed when the ‘Activate IP
restrictions / Update IP Info’ checkbox is selected. If the ‘Activate TFA if IP Restrictions
Fail’ checkbox is selected, then all company users that fail IP Restriction (meaning, their IP
Address is not present in the IP Restriction range) will be presented with the TFA login flow as
long as their device fingerprint is not listed in the database.
Normal Usage Time
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The Normal Usage Time section allows the Company Administrator to set the company’s normal
hours of operation. The Company Administrator can set the company’s normal hours of
operation by performing the following actions: Allow, Block, and Warn.
Allow
The normal hours of operation can be set by selecting the desired Time of Day (normal usage
hours), Days of Week, and selecting the Allow radio button. Users who access ePORT outside
of the normal operating hours will be logged in the Audit (Usage) Reports.
Block
The Company Administrator can Block end users access to ePORT. This can be done by
selecting the desired Time of Day (normal usage hours), Days of Week, and selecting the Block
radio button. Users who access ePORT outside the selected Time of Day time period will be
blocked from accessing ePORT. The user’s login credentials will not be authenticated by the
ePORT system, thus preventing the user from logging in to ePORT. In addition, the following
message will display on the login screen: You have been blocked from logging in outside the
normal usage time.
NOTE: Only company End Users will be blocked from accessing ePORT; Company
Administrators will still be able to access ePORT.
Warn
The Company Administrator can Warn users accessing ePORT outside the normal usage time.
This can be done by selecting the desired Time of Day (normal usage hours), Days of Week,
and selecting the Warn users outside normal usage time radio button. Users who access
ePORT outside the selected Time of Day time period will be able to successfully log in to
ePORT upon entering their correct credentials. However, the following message will display
under the Important Message section on the CustomerPort screen: Please do not login to ePORT
outside the normal usage time.
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NOTE: Only company End Users will receive the warning message; Company
Administrators will still be able to access ePORT without receiving a warning message.
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Audit (Usage) Reports
The Company Administrator will be able to view company usage reports. Click the Audit Logs
(Usage Reports) link to continue.
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The Usage Report Menu screen displays once the Audit Logs (Usage Reports) link has been
clicked.
This screen allows the Company Administrator to view the following four usage reports:
Consumer File Logs, Report Profile Logs, User Profile Logs, and Secure Token Logs. The
Company Administrator can generate reports for a specific company user or for all company
users. In addition, there is an option to generate the usage reports for system usage that occurred
outside the Normal Usage Time.
NOTE: The company’s Normal Usage Time is set using the System Restrictions option.
Consumer File Logs
The Consumer File Logs report displays all eCredit Information transactions that have occurred
for specified User ID(s). Perform the following actions in order to generate a Consumer File
Usage Report:
(1) Select the View Consumer File Logs radio button
(2) Select the desired company user from the User ID that updated resource drop down menu
(A specific company User ID can be selected or all company User IDs can be selected by
choosing the ALL USERS option from the drop down menu)
(3) Select the desired report sort option from the Sort Event Logs by drop down menu (The
report can be sorted by the following options: Date or User ID)
(4) Select the View usage outside of Normal Usage Time checkbox if you desire to view a
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report that contains system usage outside of the normal usage time
(5) Click the Continue button
The Consumer File Logs usage report displays.
The Company Administrator has the ability to view the inquiry that was used to submit the report
by clicking the Inquiry link. Also, the Company Administrator has the ability to view the report
result by clicking the Report link.
The Company Administrator has the ability to print the current page of the report by clicking the
Print Current Page button. The screen can display up to 25 results per page. Therefore, if
there are 35 results in a report, then only the first 25 results will be printed.
In addition, the Company Administrator has the ability to export all of the results into a csv file
format by clicking the Export All button. All results in the report are downloaded into the csv
file. Therefore, if there are 35 results in a report, then all 35 results will be downloaded into the
csv file.
Click the Return to Usage Report Menu link to return back to the Usage Report Menu screen.
Report Profile Logs
The Report Profile Logs report displays all of the eCredit Information report profile event actions
that have occurred for specified User ID(s). Perform the following actions in order to generate a
Report Profile Log report:
(1) Select the View Report Profile Logs radio button
(2) Select the desired company user from the User ID that updated resource drop down menu
(A specific company User ID can be selected or all company User IDs can be selected by
choosing the ALL USERS option from the drop down menu)
(3) Select the desired report sort option from the Sort Event Logs by drop down menu (The
report can be sorted by the following options: Date or User ID)
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(4) Select the View usage outside of Normal Usage Time checkbox if you desire to view a
report that contains system usage outside of the normal usage time
(5) Click the Continue button
The Report Profile Logs usage report displays.
The Company Administrator has the ability to print the current page of the report by clicking the
Print Current Page button. The screen can display up to 25 results per page. Therefore, if
there are 35 results in a report, then only the first 25 results will be printed.
In addition, the Company Administrator has the ability to export all of the results into a csv file
format by clicking the Export All button. All results in the report are downloaded into the csv
file. Therefore, if there are 35 results in a report, then all 35 results will be downloaded into the
csv file.
Click the Return to Usage Report Menu link to return back to the Usage Report Menu screen.
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User Profile Logs
The User Profile Logs report displays all of the User ID administrative events that have occurred
by a specified User ID(s). Perform the following actions in order to generate a User Profile Log
report:
(1) Select the View User Profile Logs radio button
(2) Select the desired company user from the User ID that updated resource drop down menu
(A specific company User ID can be selected or all company User IDs can be selected by
choosing the ALL USERS option from the drop down menu)
(3) Select the desired report sort option from the Sort Event Logs by drop down menu (The
report can be sorted by the following options: Date or User ID)
(4) Select the View usage outside of Normal Usage Time checkbox if you desire to view a
report that contains system usage outside of the normal usage time
(5) Click the Continue button
The User Profile Logs usage report displays.
The Company Administrator has the ability to print the current page of the report by clicking the
Print Current Page button. The screen can display up to 25 results per page. Therefore, if
there are 35 results in a report, then only the first 25 results will be printed.
In addition, the Company Administrator has the ability to export all of the results into a csv file
format by clicking the Export All button. All results in the report are downloaded into the csv
file. Therefore, if there are 35 results in a report, then all 35 results will be downloaded into the
csv file.
Click the Return to Usage Report Menu link to return back to the Usage Report Menu screen.
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Secure Token Logs
The Secure Token Download Logs report displays the date, time, IP address and computer name
for each cookie that is issued. Perform the following actions in order to generate a Secure Token
Download Log report:
(1) Select the View Secure Token Logs radio button
(2) Select the desired company user from the User ID that updated resource drop down menu
(A specific company User ID can be selected or all company User IDs can be selected by
choosing the ALL USERS option from the drop down menu)
(3) Select the desired report sort option from the Sort Event Logs by drop down menu (The
report can be sorted by the following options: Date or User ID)
(4) Select the View usage outside of Normal Usage Time checkbox if you desire to view a
report that contains system usage outside of the normal usage time
(5) Click the Continue button
The Secure Token Download Logs usage report displays.
The Company Administrator has the ability to print the current page of the report by clicking the
Print Current Page button. The screen can display up to 25 results per page. Therefore, if
there are 35 results in a report, then only the first 25 results will be printed.
In addition, the Company Administrator has the ability to export all of the results into a csv file
format by clicking the Export All button. All results in the report are downloaded into the csv
file. Therefore, if there are 35 results in a report, then all 35 results will be downloaded into the
csv file. Click the Return to Usage Report Menu link to return back to the Usage Report Menu
screen.
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Assigning User Roles
The Company Administrator will have the ability to assign product roles to ePORT end users.
The Company Administrator is automatically assigned the product customer admin role after the
successful completion of service/product registration. Click the Manage Users link to continue.
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The User Administration screen displays once the Manage Users link has been clicked.
NOTE: Your organization’s Company ID will always be pre-filled in the Company ID
field.
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Step 1: Search for all Company User IDs
Run a query for all company users by leaving the User ID field blank, selecting ePort from the
My Services drop down menu, selecting All from the Role drop down menu, and selecting All
from the Status drop down menu. The search results populate on the screen once the GO! button
is clicked.
Step 2: Edit User
The Company Administrator has the ability to edit an end user’s User Profile. User Roles can be
assigned by selecting a User ID and clicking the Edit button.
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The User Profile screen displays once the Edit button has been clicked.
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Step 3: Assign Roles
Click the Roles button and the below screen will displays.
Perform the following actions in order to assign a user a role:
•
•
•
Select the desired role listed under Available Roles
Click the Add >> button to move the available role to the Assigned Roles section
Click the Save button once all desired roles has been assigned
Once the Save button has been clicked, the User ID will now be able to log in to access the
assigned products and services. Please note that all newly created users will be automatically
assigned the eport – end user role. Each product and service has a unique customer
administrator and end user role. The below chart is an example of some of the product and
service roles that are currently available.
Product/Service
eFTS
eDP
ePORT
FirstSearch
eIDcompare
eIDverifier
eCredit Information
Customer Administrator Role
efts - customer admin
edp - Customer Admin
eport - customer admin
fsearch - customer admin
eid - cust admin
eidv - cust admin
edat - customer admin
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End User Role
efts - end user
edp - end user
eport - end user
fsearch - end user
eid - end user
eidv - end user
edat - end user
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Consumer Reports (Online)
Member Number Setup
Step 1: Click the eCredit Information (Consumer Credit Reports) button
Click the eCredit Information (Consumer Credit Reports) button under the My Services
section of the CustomerPort page.
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Step 2: Click the Member Numbers hyperlink
As a Company Administrator, you will have access to the Member Numbers hyperlink on the left
navigation menu. Click the Member Number hyperlink to proceed.
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Once the Member Number hyperlink has been clicked, the Member Numbers screen displays.
Click the Add button to add a new Customer Account Number.
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Step 3: Adding a Customer Account Number
Enter the necessary Member Number information.
•
Enter the 10-digit Equifax Customer Account Number, a description and the correct security
digits
NOTE: The description can be anything that you choose. You can include location,
branch number, etc.
•
If the Customer Account Number is currently active, make sure that Active is displayed in
the Status drop down menu
NOTE: You can set up an account number as inactive. This is helpful if you want to set up
account numbers and products, but are not yet ready for them to be used.
Click the Save button to continue.
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The newly added Equifax Customer Account Number should appear in the member number list
and the following message should appear: Member Number Added Successfully.
NOTE: You can edit or delete the account number information by selecting the account
number and clicking the appropriate action.
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Report Profile Setup
Step 1: Click the eCredit Information (Consumer Credit Reports) button
Click the eCredit Information (Consumer Credit Reports) button under the My Services
section of the CustomerPort page.
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Step 2: Click the Report Profile hyperlink
As a Company Administrator, you will have access to the Report Profile hyperlink on the left
navigation menu. Click the Report Profile hyperlink to proceed.
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Click the Add New button to create a new Report Profile.
NOTE: You can also edit an existing Report Profile by selecting the Report Profile that
needs to be edited and clicking the Edit button.
NOTE: You can also delete an existing Report Profile by selecting the Report Profile that
needs to be deleted and clicking the Delete button.
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Step 3: Report Profile Creation
Creating a Report Profile is a five step process.
(I) The Create Profile step consists of the following required fields:
•
•
•
•
•
•
Profile Name – You may name the profile using whatever naming convention is easiest for
you to remember.
Profile Description – The description can be anything that you choose.
Customer Number – Select a customer number from the drop-down list that this Report
Profile will reference
Select the Add Customer Number check box if the Customer Number is not present in the
drop down list of available Customer Number.
Select the Test Database check box if this is a new report profile and you have established a
testing period (NOTE: Be certain to deselect this option before live transactions are
submitted).
Select Active or Inactive from the Status drop down menu (NOTE: Using an Inactive
status will enable you to set up a profile prior to release, or will enable you to remove a
profile from availability).
Click the Continue >> button to proceed to Step 2.
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(II) Select Product
Click the appropriate button for the desired product. If you would like more information on the
product, click the
icon to the right of each product. Once you have selected the desired
product, click the Continue >> button to proceed to Step 3.
(III) Product Options
The product options available are contingent on the selected product. For demonstration
purposes, the ACROFile product was selected for the following screen shot. Select the
appropriate options and click the Continue >> button.
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(IV) Summary Save
This page provides a summary of the newly created profile. Carefully review the information for
accuracy. If any of the sections requires modifications, then click the edit hyperlink associated
with that section. Click the Save button before proceeding.
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(V) Assign Users
Once the Report Profiles has been saved, click Assign Users in order to grant users access to the
newly created Report Profile.
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The Report User Permissions displays once the Assign Users button has been clicked. Follow
the instructions on the page for adding and removing users and click the Save button.
Now the users located under the Current Users section have access to the newly created Report
Profile. These users now have the ability to submit inquiries using this Report Profile.
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Report Permission
Step 1: Click the eCredit Information (Consumer Credit Reports) button
Click the eCredit Information (Consumer Credit Reports) button under the My Services
section of the CustomerPort page.
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Step 2: Click the Report Profile hyperlink
As a Company Administrator, you will have access to the Report Profile hyperlink on the left
navigation menu. Click the Report Profile hyperlink to proceed.
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Click the Add User button to create a new Report Profile.
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The Report User Permissions displays once the Add User button has been clicked. Follow the
instructions on the page for adding and removing users and click the Save button.
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Online Inquiry
The eCredit Information (Consumer Credit Reports) service provides access to ACROFile,
ACROFile Plus, Account Verify, ID Report, and various other Equifax products that provide
credit information. Follow the below steps to submit a credit inquiry using the ACROFile
product. Click the eCredit Information (Consumer Credit Reports) link to continue.
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The eCredit New Report screen displays once the eCredit Information button has been clicked.
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Step 1: Select the desired product from the Product drop down menu. If the desired product
does not exist in the drop down menu, then your User ID has not been given the correct report
permissions for that product.
NOTE: For demonstration purposes, the ACROFile product was selected for the above
screen shot.
Step 2: Enter the appropriate information in the input fields. The required fields will always
have red labels.
Step 3: Select the appropriate Inquiry Submission option from the below drop down menu.
The user can submit an inquiry using one of the following three options:
•
•
•
Submit and View Report – This option allows the user to view the report for the submitted
inquiry
Submit and Enter Another Report – This option does not allow the user to view the report
after inquiry submission, instead the New Report screen is displayed with previous input
information pre-filled
Submit and Go to Report Menu – This option does not allow the user to view the report after
inquiry submission, instead the Find Report screen is displayed with the user’s report history
(a maximum of 25 reports can be displayed)
Step 4: Click the GO!! button.
NOTE: The Inquiry Submission option determines whether the report results will be
displayed after the GO!! button is clicked.
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Report History
The eCredit Information (Consumer Credit Reports) service provides access to ACROFile,
ACROFile Plus, Account Verify, ID Report, and various other Equifax products that provide
credit information. For demonstration purposes, follow the below steps to find a previously
submitted credit inquiry using the ACROFile product. Click the eCredit Information
(Consumer Credit Reports) link to continue.
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The eCredit New Report screen displays once the eCredit Information button has been clicked.
Click the Find Repot link to proceed to the Find Report process flow.
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The Find Report search screen displays once the Find Reports link is clicked.
The Find Report interface is divided into four sections: User ID, Filter Option, Report Profile
and Time Frame.
User ID
The User ID section contains the User ID drop down menu. The logged in User ID is
automatically displayed; however, the company administrator has the ability to search for reports
submitted by a specific company User ID. In addition, the company administrator has the ability
to search for reports submitted by all company User IDs. However, it is important to note that an
end user can only search for reports that were submitted using their User ID.
In addition, the User ID section contains the Report History Number drop down menu. The
report history number determines the number of reports that will display on the report history
screen. The following options are available in the Report History Number drop down menu: 10,
25, 50, 100 and 200.
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Filter Option
The Filter Option section allows the logged in user to search available reports using one of the
following three options: Show All reports run by user, Consumer Last Name begins with and
Consumer SSN begins with.
Show All reports run by user: This option returns all available reports that were submitted by the
user listed in the User ID section.
Consumer Last Name begins with: This option returns all available reports that contain the Last
Name entered in the corresponding text box.
Consumer SSN begins with: This option returns all available reports that contain the SSN
entered in the corresponding text box.
Report Profile
The Report Profile section contains the Report Profile drop down menu. This option allows the
user to search for available reports that were submitted using ALL available report profiles or a
specific report profile selected from the drop down menu.
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Time Frame
The Time Frame section allows the user to search for available reports submitted using one of
the following six different time frames: Today, Last 24 hours, Last week, Last 6 months or a
specific time frame.
The Report History results displays once the Find Reports button is clicked. For demonstration
purposes, a query was run using the following search criteria:
User ID: ALL USERS
Filter Option: Show All reports run by user
Report Profile: ALL
Time Frame: 12/23/2009 00 AM to 12/23/2009 11 PM
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The user has the ability to view the reports in the report history by clicking the Report link.
Also, the user has the option to view the inquiry used to submit a report by clicking the
corresponding Inquiry link.
The user has the ability to print selected reports by clicking the Print Reports button. The user
also has the ability to delete selected reports by clicking the Del Reports button, although this is
not recommended. It is important to note that only company administrators have the ability to
delete reports; this option is not available to end users on the Report History screen.
In addition, the user has the ability to save reports in the Report History. Reports can be saved
via two options: Save All Selected Reports on this Page and Save All Reports on this Page.
Save All Reports on this Page: This option allows the user to save all of the reports on the
Report History page.
Save All Selected Reports on this Page: This option allows the user to save selected reports on
the Report History page.
Perform the following steps to save report results.
Step 1: Save Reports Option
Select the appropriate Save Reports option.
Step 2: Zip Option
By checking this option, the selected reports are saved in separate text files. Not checking this
option results in the reports being saved in one text file. As a result, all of the reports are saved
in one file and the reports are separated by a header.
Step 3: File Name Option
This option allows the user to name the saved report file.
Step 4: Save Button
Click the Save button to save the report file. Once the button has been clicked, the user has the
option to open and view the file or save and view the file later.
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Consumer Reports (Batch)
Company users have the ability to process large numbers of eCredit Information requests. Click
the Batch link to proceed to the Batch Processing flow.
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The Batch Home page is displayed once the Batch link is clicked on the CustomerPort page.
Batch Processing is a four step process:
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File Management – Upload a delimited input file that contains inquiry information.
Format Management (Input) – Identify the order and format of the input data fields.
Submit a Batch Job – Name the batch job, identify the product (report profile) to be
processed and submit the batch job for processing.
Batch Output – Review the report results.
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Before You Begin
Before users attempt to use the batch processing feature, users should have all of the following
information available:
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A file that contains delimited records of inquiry information.
Knowledge about the format of the data contained in the file.
Access to the eCredit Information service with appropriate report profiles setup.
NOTE: A file should not contain more than 5000 delimited records
Delimited Input
When using the batch capability on ePORT, data uploaded to ePORT must be in delimited file
format. Additionally, input fields must contain data in certain formats and lengths. Each data
element is considered an inquiry field.
The user is responsible for ensuring that the data is in a delimited format. Common ways in
which data can be stored in delimited format is by using a spreadsheet (Microsoft Excel allows
saving the file in a comma delimited format), by some type of application program that saves
data in a delimited format, or from a customer database which has been saved in delimited
format.
Example Comma Delimited File
Data
000-00-0000,Last Name,First Name,123,Main,Street,Alpharetta,GA,30005
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File Management
Click the File Management link to upload a file from your PC or network. The Batch Input File
Management screen displays once the File Management link has been clicked.
Viewing Data
The user has the ability to view existing files by clicking the View Data link. The screen is
preset to view a maximum of 25 records. Additionally, the user can delete unwanted or
previously processed files by clicking the Delete link. Other details included in this view include
the number of records within each input file, the size of the input file, the company user who
uploaded the file and the date/time stamp.
Uploading a File
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Refer to the ePORT Inquiry Format Rules link to make sure that you have acceptable field
formats in your input file.
Click the Browse… button to find the file containing records to be imported into the file
management system.
Click the UpLoad File button to upload your file into the file management system.
Click the Batch Home button to return to the Batch home page.
NOTE: A file should not contain more than 5000 delimited records
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File Format Management
The batch system has to be able to recognize the order of the data included in the file. Click the
Format Management (Input) link on the Batch Home page to define the input format or change
an existing input format. The Batch Input Format File Management screen displays once the
Format Management (Input) link has been clicked.
The user has the ability to edit existing input file formats by clicking the Edit link. In addition,
the user can delete unwanted or previously processed files by clicking the Delete link. The user
also has the ability to add new input file formats to the batch system.
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Adding a new Input File Format
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Click the Add New button
Enter an input Format File Name
Select the Format type (DELIMITED is the only current option)
Select the appropriate delimiter from the Delimiter is drop down menu
Select the appropriate Available Fields in the logical order as they appear on each row of the
input file and click the Add>> button
Click the Save button after completing the input file format
Click the Batch Home button to return to the Batch home page.
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Submitting a Batch
After uploading your input file and defining the input format, the user is now able to submit a
batch job. Click the Submit a Batch Job link from the Batch Home page to view the Submit a
Batch Job screen.
Batch Submission is a five step process.
1. Create a batch job name
Select and enter a name for the batch job that would help you quickly identify it later
2. Select the name of the file you uploaded
Select the input file previously uploaded for processing. The drop down menu will
contain all files available for processing. Company Administrators can view all files
uploaded by any company user. However, end users can only view their own uploaded
files.
3. Select the input format file name
Select the input file format previously created for processing. This format should
represent the layout for the selected input file. The drop down menu will contain all
input file formats that are available for processing. Company Administrators can view all
files uploaded by any company user. However, end users can only view their own
uploaded files.
4. Select the report profile (product) name
Select the desired eCredit Product from the Report Profile (Product) drop down menu.
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5. Submitting the Batch Job
After completing previous steps, check whether or not you wish to be notified by email
and click the Submit File button. If the email notification is checked, then you will be
prompted to verify and/or enter an email address in order to receive notification that the
batch job has been completed.
Error Processing
IMPORTANT: The batch system will pre-process the input file to verify that an equal number
of fields exist on the input file as are described by the input file format. If there are an unequal
number of fields on the input file and the input file format, then an error condition will occur.
Errors are generally caused by the following situations:
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The data on the Input File does not have the same number of fields as the Input Format File
that was selected:
Solution: Either change your Format File or correct your data.
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The users selected a Report Profile with required data elements that do not exist in the
corresponding Input Format File:
Solution: Either correct the Input Format File or select an appropriate product that the
corresponding Input File Format can support.
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The Input File may be using a different delimiter than what was selected in the Input File
Format:
Solution: Verify the delimiter in the input file.
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Batch Output
After a file is processed, the user may be notified via email if the Notify me by e-mail when the
batch is complete checkbox is checked on the Submit a Batch Job home page. Once the
process is completed, select Batch Output from the Batch Home page. The following screen
shot will display once the Batch Output link is clicked.
This page allows the user to:
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View Batch Contents
Cancel batch jobs that are waiting to be processed
Delete previously submitted batch jobs
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View Contents
The batch job contents can be viewed by clicking the View Contents link.
This page allows the user to:
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Search for reports by Consumer Last Name, SSN and Reference Number by clicking the
Search button
Save reports by selecting the desired save option from the Save Reports drop down menu
and clicking the Save button
View Individual Reports by clicking the Report link
View Original Requests by clicking the Inquiry link
Print reports by clicking the Print Reports button
Delete reports by clicking the Delete Reports button (Only company administrators have the
ability to delete reports)
View Batch Job Detail by clicking the View Batch Job Detail link
The Batch Job Detail contains the following statistics:
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Batch job name
Status of the batch job
User ID that submitted the job
Input file name
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Input file format name
Request product (report profile)
Number of records on the input file
Number of records successfully processing
Number of records with a processing error (if any)
Number of records that could not be processed (if any)
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Cancel Batch Jobs
The user has the ability to cancel batch jobs that are waiting to be processed. All cancelled
records are deemed unprocessed records. These records can be viewed by clicking the View
Contents link for a file that has a Cancelled Batch Status. Once the cancelled Batch Job
Content window displays, click the Unprocessed / Processing Errors link. Records in this view
did not process due to problems with the data or the job was manually cancelled while
processing.
This page allows the user to:
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Resubmit a batch job for processing by naming the new batch file and clicking the Submit
button
Access the Inquiry page where they can resubmit the request by clicking the Online Inquiry
link
Edit records so that another batch may be resubmitted by clicking the Edit Record link
Delete records by clicking the Delete link
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File Transport
If you are not already logged in to ePORT, do so by going to https://www.eport.equifax.com
and clicking the Login hyperlink.
Once the Login hyperlink has been clicked, the ePORT Customer Login screen displays. Enter
your Company ID, User ID and Password; click the Sign In button.
Once the Sign In button is clicked, the User Verification Screen displays. Enter the Challenge
Response in the Challenge Response field and click the Submit button. Upon successful login
and authentication, the ePORT CustomerPort page will appear.
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Click the File Transport System button under the MyServices section of the CustomerPort
page.
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The eFTS Upload screen displays once the File Transport System button has been clicked.
The user has the ability to upload files from an available system. The following instructions
demonstrate how a file can be uploaded via the File Transport System.
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Select the desirable system type from the System drop down menu. (The NexGen system
type will be used from demonstration purposes.)
The user has the option to search within the system type via Customer Name or Customer
Code. Select the desired search option and enter the desired Customer Name or Customer
Code in the text field. (The Customer Name Adam will be used for demonstration
purposes.)
Click the GO! button
The below screen appears once the GO! button has been clicked
Click the Select button to proceed
The below screen appears. The user has the ability to view previously uploaded files for
their selected Customer Name/Customer Code. In addition, the user has the ability to upload
a file into a folder for their selected System.
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To upload a file by selecting the desired System and Folder from their corresponding drop
down menus and clicking the Upload New button.
The below screen appears once the Upload New button has been clicked.
The user has the ability to upload a file via two different options. These options are based
file size: upload for a file size less than 50 MB and upload for a file size greater than 50
MB.
Upload for a file size less than 50 MB
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Click the Browse… button to find the file that needs to be uploaded
Click the Upload button to upload a file for the selected Customer
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The below screen appears once the Upload button has been clicked.
o The screen displays the available records and their Current Status. Files can
have the following status: Uploaded Successfully, Upload Failed, Will be Reprocessed and Waiting to be Processed
o The user has the option to view files by selecting the desired file and clicking the
View button
o The user has the option to resubmit a file by selecting the desired file and clicking
the ReSubmit button
o The user has the option to view the system logs by clicking the View Log button
o The user has the option to upload a brand new file by clicking the Upload New
button
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Upload for a file size greater than 50 MB
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Click the Upload large file button
The below screen appears once the Upload button has been clicked
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Click the Add button to upload a file for the selected Customer
Click the Upload button to upload your file into the File Transport System
The below pop-up screen displays indicating the large file upload progress. This pop-up
disappears once the Progress is 100%
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The below screen displays after the file has been uploaded
o The screen displays the available records and their Current Status. Files can
have the following status: Uploaded Successfully, Upload Failed, Will be Reprocessed and Waiting to be Processed
o The user has the option to view files by selecting the desired file and clicking the
View button
o The user has the option to resubmit a file by selecting the desired file and clicking
the ReSubmit button
o The user has the option to view the system logs by clicking the View Log button
o The user has the option to upload a brand new file by clicking the Upload New
button
In addition, the user has the ability to download files from an available system. This can be done
by clicking the Download link on the left side of the screen. The upload instructions can be used
for the download process follows.
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