Help

What do I need to do before using DNBi?

The first time you login to DNBi, we recommend you visit DNBi Help to familiarize yourself with the application and key functionality. In DNBi Help you have access to:

• Product Guided Tours – First, familiarize yourself with the full breath of DNBi capabilities by viewing three online product tours: DNBi Introduction, DNBi Decision Maker, and DNBi Account Manager.

• Administration Guided Tours – Your system administrator can also learn more about DNBi’s system capabilities with three critical guided tours: DNBi Basic Admin Tour, DNBi Decision Maker Admin Tour and DNBi Account Manager Admin Tour.

• FAQs – Provides answers to the most common questions about DNBi’s key features and functionality.

ACCOUNT SETUP: Additional activities are required if you’ve licensed DNBi Decision Maker or Account Manager.

• Decision Maker - Your administrator should perform the set-up activities outlined below before users begin submitting credit applications. The DNBi Decision Maker FAQs describe these activities in detail.


1. Set up your credit application
2. Set up your custom application scores, if any
3. Set up your decision rules

• Account Manager - Your administrator should perform the set-up activities outlined below before users begin reviewing accounts. The DNBi Account Manager FAQs describe these activities in detail.
• Set up your account fields
• Set up your custom account scores, if any
• Set up your account review rules
• Import your accounts
• Run automated account reviews