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Minimum Financial History Requirements for Generating an FHR

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Written by Eamonn Mannion
Updated yesterday

To generate a Financial Health Rating (FHR), we require a minimum amount of closed financial history. This requirement ensures accuracy, model reliability, and consistency across all submission methods.

Minimum Requirement: 9 Months of Closed Financials

RapidRatings requires at least 9 months of closed financial statement data to generate an FHR for any company.


Submission Options and How This Requirement Applies

1. QuickSync and Enter Your Own Financials

These two submission methods require two full 12‑month periods of financials. Interim periods must be provided on a trailing 12-month basis for Enter Your Own Financials. QuickSync does not yet support interim periods.

If the company only has 9–11 months of financials available, they cannot use QuickSync or Enter Your Own Financials.


2. Manual Upload (Submission Option 3)

If the company has the minimum 9 months of closed financials but does not have two full annual periods, they must submit via: Manual Upload → “Upload Financial Statements”.

This option allows partial-year financials and ensures the rating can still be produced.


If the Company Cannot Meet the 9‑Month Minimum

If fewer than 9 months of closed financial data is available, the company cannot yet be rated.

In these cases, they should:

  • Place their submission on hold, and

  • Submit once 9 months of financials are closed and ready.

This prevents unnecessary back‑and‑forth and ensures the rating can be processed without delay.


Summary

Situation

Eligible Submission Method

Rating Possible?

≥ 9 months, but < 2 full years

Manual Upload

Yes

2+ full 12‑month periods

QuickSync, Enter Your Own Financials, Manual Upload

Yes

< 9 months

None

No—submission should be placed on hold

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