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Configuration

This section defines the different aspects and procedures of the collection process from the moment an account is created on the system to all the stages it goes through upto the final stage when the account is being closed. Users also have the access to add extra information or define another aspect, depending on internal operations. You can edit , deactivate and/or delete any of the below fields.

Next Action​

Next action selection is a mandatory step when updating casefiles, what a user plans to do after. This section lists and defines the available actions with an allowance for users to add as many as they would like for internal purposes. Admins have access to edit the title and description or deactivate the actions. alt text

Contact Type​

This is a mandatory field when updating a case file. It is the outcome a user gives after they have attempted to reach a client/debtor. This section lists and describes the available types with an allowance to add another contact type. Admins have access to edit the title and description, deactivate and delete the actions. alt text

Contact Status​

Contact statuses are also mandatory when updating case files. They provide a filtered description of a call outcome based on the contact types alt text

Collection Stages​

The process which a case file goes through when opened until it is closed. When updating case files, users must select the stage to be successful. alt text

Collection Sub Stages​

Closure Reasons​

For effective or successful deactivation of files, a user must submit reasons as to which the files are being closed. This section lists and defines all the available closure reasons with the access to add as many reasons as desired.

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Dispute Reasons​

When a debtor disputes the facts of a debt, the user must provide a reason during the update process. This section lists and describes all the available closure reasons with the access to add as many reasons as desired. alt text

Delinquency Reasons​

This section lists and defines all the available reasons as to why the loans went into default, with the access to add as many reasons as desired. alt text

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