Scanned cards' data will be compared with the data of Refinitiv to detect any potential risks found concerning a company on a scanned card.
If a risk found concerning the company on a scanned card, a notification will be sent to any users who scanned that card.
- To set up (including starting and stopping use of) this feature, you must have an adminstrator permission on Sansan.
- To start using Risk Intelligence a risk manager must be appointed.
* See "3. Select a risk manager" section for details on risk manager.
- Business cards scanned by all users in Sansan are subject to risk assessment. Risk assessment (cards with potential risks found) will be done by appointed risk managers.
* Manually created or imported cards are not subject to risk assessment.
- Setup guidance
Once this option is available to your company, a guidance email will be sent to your company's Sansan administrator.
Administrators can also access the Setup page from the top-right menu via "①Admin settings", and then "②Sansan Plus". Click on "③Connect" button next to Risk Intelligence to start the Setup.
- About contract agreement
Before starting the setup, be sure to read the agreement.
Once you have read the agreement, you can start the setup by clicking on "Connect" button
- Select a risk manager
Select a user who will be responsible for risk management in transactions between companies within your company as a risk manager.
* Make sure to check access rights of the user who you want to select as a risk manager.Selecting a user with limited access to all contacts, may prevent them from assessing risks becase some of the contacts are not displayed to them.
* Click here to see about access privileges.
* Click here for more on risk managers.
- Complete Setup
Click on "Done" button from [3.] on the screen to go to completion page.
Click on "①Start!"
The feature is ready to be used by all users, including the appointed risk managers.
Click on "②Save settings without starting"
Settings are saved and Setup is completed. Only settings are saved, and all users including the appointed risk managers will not be able to use it yet.
In case you saved settings without starting, you can always come back to setup screen to start the connection via Sansan Plus settings > and then clicking on "①Set up" button.
Edit connection settings / Disconnect
- Edit connection settings
You can change the connection settings via Sansan Plus settings > and then clicking on "①Edit settings" button.
You can disconnect from Salesforce environment via Sansan Plus settings > and then clicking on the "②Disconnect" button.
* Disconnecting from the environment will hide all the Salesforce Opportunity information that is shown on Sansan company pages. You can display the information again via "Set up" button.