Experian Access Sales Training
NSC – October 2011
© Experian Information Solutions, Inc. 2010. All rights reserved. Experian and the marks used herein are service marks or registered trademarks of Experian Information Solutions, Inc.
Other product and company names mentioned herein may be the trademarks of their respective owners. No part of this copyrighted work may be reproduced, modified,
or distributed in any form or manner without the prior written permission of Experian Information Solutions, Inc.
Confidential and proprietary.
Agenda
 Experian Access Overview

Experian Access vs. eSolutions

Experian Access Verticals

Experian Access Demonstration
 New User Management System

Experian Web Access Control System (EWACS)

New features

EWACS Demonstration
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
2
The NEW Experian Access
 Launching – October 28
2011
 Featuring:





Streamlined user
experience
Faster access to
information
Targeted marketing
content
Vertical specific offers
Ability to easily add new
products
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
3
eSolutions vs. New Experian Access
Existing eSolutions
Experian Access
•One size fits all
•Vertical specific offers
•Long, hard to use, inquiry pages
•Streamlined inquiry pages
•Outdated, 1990’s design
•Cutting edge design, following brand
guidelines
•Products look different from each other
•Consistent, uniform design for all products
•Long development timeline to add new
products
•Ability to easily add new products
•One size fits all marketing content
•Targeted marketing content
•Outdated SSO system
•New Global SSO
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
4
Experian Access Products
Available Products
Collection and Locating Services
•Address Search
•Address Update
•Collection Advantage
•Collection Report
•MetroNet
Consumer Credit Services
•Bullseye
•Connect Check Plus
•Credit Profile Report
•Employment Insight
•Instant Update
•Social Search
•Subscriber Decode
Industry Specific Services
•Automotive Credit Profile
•Healthcare Credit Profile
Prospect Marketing Services
•Instant Prescreen
Partner Services
•Income View
•SmartBusinessReports
Coming soon…
•iScreen
•Precise ID / KIQ
Custom Solutions
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
5
Dashboard
 New Features

Links to recorded
Experian Access
training sessions
 Batch Dashboard

Download recent
batch jobs
 User Groups and
training sessions

Sign-up for
upcoming
sessions
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
6
Streamlined user interface
 Limited display
of input fields to
streamline
process
 Ability to
Submit batches
from product
input pages
 List of products
available for
demo
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
7
Enhanced Report Output
Enhanced output for all products
 Easy to read and more efficient
u
No need for glossary
 Easy to use
u
Click for user guides, video web
casts, product FAQ, etc.
 Customizable by industry
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
8
Archive and Usage Reporting
 Streamlined design with
results displaying below
search parameters


Default timeframe set
to today
New date range
options
 All product reports located
in one location
 Archives are now available
for:

Collection Advantage

Instant Prescreen
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
9
Preferences
 All products now
have a preference
page
 Ability to set user
preferences and
company
preferences
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
10
Experian Access Help Center
 Product User Guides
 Recorded Training
Webinars
 Frequently Asked
questions
 Security Information
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
11
Experian Access Vertical Platform
 Customized Experian Access by Vertical

Targeted Dashboard content

Targeted product offerings
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
12
Experian Access Client Migration
October
November
December

Production
release

Client Support / 
TSC training

Sales training


Sales Support
& Membership
training

All new clients
will be setup on 
Access

1st group of 100
clients will be
migrated
User training
January


February
Client migration 
continues with
100 clients per

week
Client migration
continues
User training
User training
Client migration
notification
Weekly user
training
sessions begin
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
13
Client Migration Process
Existing eSolutions clients will be migrated weekly in groups of 100:
4 weeks prior to migration:

Email notification to AE’s of migrating clients

Email notification to clients
1 week prior to migration:

Email notification to clients
Day of migration:

Email notification to clients

Migrated clients will starting using Experian Access

If migrated clients attempt to login to eSolutions, they will be reminded of the
migration and forwarded to the Experian Access login page.
ID’s and passwords will be migrated along with preference settings, usage
data and archives
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
14
Experian Access Client Migration landing page
 Emails will direct users
to the Experian Access
Migration lading page:
u
u
u
u
Information about
migration
FAQ’s
Recorded training
sessions
Details on live
weekly training
sessions
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
15
New Clients: How to qualify a sales lead for
Experian Access
Starting November 7, all new clients requiring internet access to
Experian consumer credit products should be setup on Experian Access.
1
Are you working with a small to
medium-sized credit grantor?
4
Do they want to move more quickly
than their internal resources allow?
If Yes…
2
3
Does your client want to make all
credit purchases (CPRs, Collections,
etc.) from a single provider?
Are they looking to transact over the
internet?
1. Engage an Experian Access team
member or Sales Support for
assistance demoing Access
2. Work with membership to on-board
client
3. Have client fill out contracts and Head
Designate form
4. Work with Access/Sales Support for
client training
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
16
Resources
 Experian Access Product Brochure
 Experian Access Help Center

https://www.experian.com/access/help-center.html
 Experian Access User Guide

https://www.experian.com/assets/access/Experian-Access-UserGuide.pdf
 Experian Web Access Control System Security Designate User Guide
 Experian Access Migration Landing Page

https://www.experian.com/access/migration-landing.html
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
17
Experian Access Demonstration
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
18
The all NEW Experian Web Access Control System
 What is EWACS?

Experian Web Access Control System
 EWACS is the user administration tool used by clients to manager their users

Creation and administration of Company Groups

Creation and administration of Users

Administration to Experian Access products
Note:
EWACS is replacing the existing Access Control System (ACS)
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
19
NEW GROUP CREATION
(Group Structure)
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
20
NEW GROUP CREATION

At the Dashboard, an Administrator can click the Create Group link and
select the Company Name and Group Parent (My Group) where the
new group will be created in the “pop up” dialogue box.

Populate the new Group Name and click the ‘Create’ button

The Assign Product screen presented to allow selection of the products
available for the new group.

After selecting a Product, Subcscriber ID and/or Product Options can
then be added and saved.

In the Product Assignment tab, edits can be made.

In the Group Attributes tab, SME Verticals can be assigned.
1
2
3
4
6
5
7
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
21
USER CREATION
 Click the Create User link within the Users section (or the User dropdown menu)
 Select the desired Company and Company
Group this user will belong to from the drop
down box
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
22
END USER CREATION

Populate the user information section. The fields with
the
symbol are required fields.

Notes:

The User Id must be 6 to 32 characters in
length, should not contain any spaces and
should be in lowercase.

The email address will be used for all security
communications.

The Start/End Date determines the life time of
the account.

The "Role" drop down list box should be
selected to specify if the user being created
requires the ability to create other users
(Security Designate) or not (End User)

Once you have created the User ID, the next
step is to assign the user products and their
associated properties.
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
23
PRODUCT AND OPTION ASSIGNMENT

After clicking the "Create" button, you will be shown
a confirmation screen.

The system will present you a screen with the
available products for the user. Select the needed
product and click Next.

On the next screen select the Subcode(s) needed


The system will move them to the assigned
section automatically

Select the product options needed and click
the save button.

Note: Subcode may not be required to
access all Experian Products
If more products are needed please use the
Product Assignment tab, click on the Assign
Product button and repeat as needed.
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
24
RESTRICTIONS
 Experian emphasizes the use of
restrictions to ensure the correct
usage of systems
 To restrict the unauthorized
access EWACS offers:
 Time of Day Access, and
 IP Restriction
 Please contact your
network administrator to
ensure accurate IP
address restriction.
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
25
REPORTING FUNCTIONALITY

From the dashboard click on “Create Reports” Sub
menu

Available reports are:

Access Logs: Lists the date and time of the
user access along with details on
authentication success or failure (and reason)

Audit: View changes made to user accounts
by administrator, including which
administrator and change details

Email: Traces all emails sent by the EWACS
system and used primarily for support
purposes

Password Reset: Traces all password resets
including date, time, status and originator

User Access: Provides ability to generate
report based on user’s access to products,
product options, by group or status

User Inactivity: Search users who have been
locked or deleted due to inactivity
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
26
EWACS Demonstration
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
27
QUESTIONS?
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
28
Contacts
Experian Access Support
 Dina Velarde


714 830 7307
dina.velarde@experian.com
 Kristin LeFevre


714 830 5618
kristin.lefevre@experian.com
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
29
© Experian Information Solutions, Inc. 2011. All rights reserved.
© Experian Information Solutions, Inc. 2011. All rights reserved.
Confidential and proprietary.
Confidential and proprietary.
30