Working with the service interface in the Partner’s personal account
The service allows you to promptly track changes in information about the entity from various sources, including its credit history, government registries, and other open sources of information. You can independently choose which entities interest you, as well as set the parameters that you wish to monitor for changes.
General concepts:
Pool is a set (TIN/USREOU) of entities being monitored and triggers, against which the data is checked for changes.
Trigger is a set of rules, against which the data of entities in data sources is inspected. As a result of the operation of triggers, data change events are generated. Based on events, cases are generated – data filtered according to trigger rules.
Source is the register from which data is obtained.
Field is a specific parameter of the source being tracked.
Event is a specific type of field change (“appearance,” “disappearance,” “alteration” etc.).
Tariffication is calculated according to the following principle: subject + data source + day. For example, if during a single day three changes (that meet the trigger conditions) occur for the same subject from the same source, the service will record three cases, but only one will be charged.
Main
On the main page of the monitoring platform for entities, located at: https://secure.ubki.ua/b2/monit/indexm2?route=131, there is an option to create or search for a pool that was previously created, and it is also possible to create a new trigger.
Searching for pools
Searching for a created pool can be conducted using any parameter: by name, status, user, or date range in which the required pools were triggered.
After conducting a search, a list of pools, matching the parameters, appears:
In addition to general information, this list may be used to configure pools:
Icon | Action |
|---|---|
| Browse through the pool details (in the opened window, you can proceed to edit the settings and triggers of the pool) |
| Activate the pool (in the active state, the pool starts scheduled checks based on established triggers) |
| Deactivate the pool (stop performing the checks) |
| Delete the pool |
| Copy the pool |
| Configure result notifications for the pool |
|
Example: to activate a pool, click the “green checkmark” – the pool will be automatically activated and will start operating according to the configured parameters.
Pool Status:
API Status | Personal account status | Meaning |
|---|---|---|
new | New | This pool has been created; to start processing, it must be activated |
wip | In processing | The formation of triggers is currently in progress |
done | Processed at the current moment | Trigger generation has been completed at the current time |
closed | Fully processed | The formation of the last triggers for the pool has been completed; the pool’s work is finishing |
failed | Error | Some triggers are not currently available for review. |
Materials for working with the service:
Creating a Pool
Editing the pool
Creating triggers
Obtaining results
Notification of a pool event