Financials - Collections Strategies and Work Items

Description

This subject area provides the ability to analyze customer collection scores, risk categories, score components, and score trends.

Business Questions

This subject area can answer the following business questions:

• Are any strategies running without any work items?

• How many accounts had a strategy reassigned due to score change?

• How many delinquent accounts have an active strategy?

• How many strategies were cancelled in the last 30/60/90 days?

• How many work items are due today and how many are overdue?

• What is the average number of days a strategy stays OPEN before closure?

• What is the score distribution across accounts with active strategies?

• What percentage of predelinquent accounts escalated to delinquent strategy?

• What percentage of predelinquent accounts escalated to delinquent strategy?

• Which collectors have the most open work items today?

• Which strategy templates are assigned most frequently?

• Which strategy templates have the highest work item completion rates?

Job Roles

The following job roles secure access to this subject area:

• Collections Agent

• Collections Manager

Duty Roles

The following duty roles secure access to this subject area:

• Collections Strategies Duty

Primary Navigation

Home > Advanced Collections

Time Reporting

This subject area supports analysis of current collection strategies, strategy assignments, work items, task execution, and collector workload.

Time dimension is linked to Creation Date for Strategies Schedule Start Date for Work Items.

Transactional Grain

The grain of Strategies is by each Strategy event.

Grain of Work Items is by each Work item level.

Special Considerations

None.