KVSCRSPortfolio
Summary: Represents a monitoring portfolio of the Creditsafe service. A portfolio groups the companies that are monitored for changes, the record mirrors the portfolio that exists in the Creditsafe database and holds the number of monitored and of changed companies.
Fields
| Name | Type | Note |
|---|---|---|
| ID | Integer | |
| Name | Text[100] | |
| Enabled | Boolean | |
| Creation DateTime | DateTime | |
| Last Changed DateTime | DateTime | |
| Monitored Companies | Integer | |
| Changed Companies | Integer |
Procedures
RefreshPortfolios() :
Summary: Refreshes all portfolios from the Creditsafe service to ensure local data is up to date.
procedure RefreshPortfolios():
RefreshPortfolioCompanies() :
Summary: Refreshes the list of companies monitored by this portfolio from the Creditsafe service.
procedure RefreshPortfolioCompanies():
RefreshChangedOnlyPortfolioCompanies(DateTime) :
Summary: Refreshes only the companies that have changed since the specified date and time from this portfolio.
procedure RefreshChangedOnlyPortfolioCompanies(StartDateTime: DateTime):
Parameters:
startDateTime: The date and time from which to check for changes.
GetByID(Integer, Record KVSCRSPortfolio) : Boolean
Summary: Retrieves a portfolio record by its ID and returns it via the output parameter.
procedure GetByID(IdPar: Integer; var CrsPortfolio: Record "KVSCRSPortfolio"): Boolean
Parameters:
idPar: The ID of the portfolio to retrieve.crsPortfolio: The output parameter that will contain the retrieved portfolio record.
Returns: True if the portfolio was found, otherwise false.