# Commercial Data Reporter Approval Checklist

The approval artifacts to collect before turning on live commercial furnishing for any reporter.

- [ ] **Select target commercial reporters** — Decide whether the program needs D&B/GTEP, Experian Business, Equifax Commercial, SBFE, specialty commercial bureaus, or a combination.
- [ ] **Document the reportable portfolio** — Define the business products being reported: term loans, leases, credit lines, net terms, factoring, trade references, or other payment experiences.
- [ ] **Confirm permissible reporting basis** — Confirm contracts, customer terms, notices, and internal policy support furnishing business payment data to each selected reporter.
- [ ] **Collect business identity fields** — Capture legal name, DBA, address, DUNS where available, EIN where permitted, phone, industry, location, and any required reporter identifiers.
- [ ] **Resolve and verify DUNS matches** — Review match confidence, branch/headquarter relationships, inactive records, and manual overrides before a DUNS is used in a test file.
- [ ] **Map account and payment fields** — Map account number, open date, terms, credit limit, original amount, current balance, past due, aging, status, and payment history.
- [ ] **Request reporter approval** — Submit the reporter's intake packet, contracts, security questionnaire, sample data, and expected monthly volume.
- [ ] **Record credentials and delivery rules** — Store subscriber/member identifiers, market codes, SFTP endpoints, PGP keys, file naming rules, and processing calendar requirements.
- [ ] **Submit test files** — Generate reporter-specific test files and record acceptance, rejection reasons, remediation, and the final approved layout.
- [ ] **Approve production go-live** — Turn on live delivery only after the reporter confirms approval, credentials work, and the accepted test file matches the production cadence.
- [ ] **Define dispute and correction handling** — Assign ownership for commercial disputes, corrections, suppression, deletions, and response-file review before the first production cycle.
- [ ] **Schedule recurring web-based reporting** — Set the monthly or weekly cycle in the web platform, API, or SFTP automation with alerts, audit logging, and exception review.

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From the Metro 2 Furnisher Launchpad — https://metro2.switchlabs.dev/launchpad