Accounts Balance Dashboard Provides comprehensive account balance summary for the online accounts and the external accounts configured. The balance summary presented to the user based on the account base currency and real time conversion of equivalent value in other currency like USD, EUR, AED etc. For the loan and credit card accounts, the utilization, available limits and other account specific information shall be made available instantly. Online Statements Account statements regularly fetched and updated in the portal system to provide real time insights on transaction movements.
Digital Case Management For capturing work methods that are based on the handling of cases requiring various activities that may be performed in an unpredictable order in response to evolving situations Traditionally, the research and practice of business information systems focuses on well-structured business processes. However, many business processes are difficult to model. Knowledge-intensive tasks such as incident management, consulting or sales. In fact, many activities are started and conducted in an ad-hoc way rather than being planned in advance.
Electronic collections Collection management is inevitable to any organization and presenting the realmtime analytics on overdue and ageing information to act on long due pending receivables. Clients shall upload the list of receivables in single and file uploads with customizable payable file schema designer. Once the receivables are approved, counter parties are informed about and sends reminders for ontime payment. Counter parties shall initiate the payment in online or offline modes or the back office operations team uploads the payment details feed for reconciliation.
Easy Enrollment Supports easy enrollment of anchors, counter parties to a finance program structure and setting up users, associating roles and permissions in a more optimized way Customizable Program Set up Finance programs is a set of rules configured to the client business needs and governing the transaction flow as per the workflow set up. Program set up shall be cloned and extended to meet the custom business needs.