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Automate routine credit management tasks including customer on-boarding, periodic reviews, blocked order release, credit limit assignment, collateral renewal, and approval of credit requests. Customize the workflows based on your corporate credit policies and hierarchical procedure.
Improve process compliance by ensuring that important credit decisions are approved through the right hierarchy and stakeholders via automatic routing of requests.
Enable effective collaboration and exchange of information and documents between credit, sales, customer service, and customers through information escalation and correspondence workflows
Monitor all credit transactions and maintain an accurate audit trail of all credit management tasks and customer interaction across regions and business units.
Set up the workflow procedure for all routine credit management activities based on your company credit policies and procedures. Identify all relevant stakeholders with preferences drawn from the corporate hierarchy for information and document routing, credit decisioning, and approvals.
The highly customizable workflows allow users to configure the routing conditions for messages, documents, and approval rights and establish a corporate-wide consistent credit decisioning process.
Select the preferred mode of communication and information routing to relevant stakeholders - system, email, or fax - and automate all your credit management activities.
