New Duties

This table lists the new duties for the Financials offering.

Duty Role	Description
Access Succession Planning Dashboard by Manager	Allows users to access the Team Succession Planning Dashboard
Bank Balance Transfer Assistant	Allows users to review bank account transfer recommendations and generate and initiate bank account transfers
Bank Statement Reconciliation Assistant	Allows users to review automatic reconciliation exceptions, evaluate matching recommendations, and perform reconciliation.
Billing Inquiry Assistant	Allows users to inquire into customer invoice details, activities on invoice, and access insights related to invoices and customer balances.
Cash Application Assistant	Allows users to apply cash receipts to outstanding transactions, review application suggestions, and ensure accurate settlement of customer invoices.
Cash Position Inquiry Assistant	Allows users to view and analyze cash position data, including shortfalls, surpluses, and underlying transactions.
Cash Receipt Generation Assistant	Allows users to generate and manage cash receipts by capturing payment details, validating receipt information, and facilitating accurate recording of incoming payments.
Cash Receipts Inquiry Assistant	Allows users to inquire into customer payment details, track payment status, and access insights related to receipts and applied transactions.
Collections Action Assistant	Enables users to review and execute collections-related actions.
Collections Customer Details Application	Enables users to view and manage the customer details in the agentic application.
Collections Customer Details Assistant	Enables users to view customer account status and collections-related data, such as aging, transactions, disputes, and collection activities.
Collections Customer Prioritization Assistant	Enables users to generate prioritized customer lists with actionable insights and recommended next actions based on defined business criteria.
Collections Email Response Assistant	Enables users to view and manage inbound customer emails.
Collections Inquiry Assistant	Enables users to inquire about collections-related data, such as customer account overview, aging, and promise to pay.
Collections Policy Execution Assistant	Enables users to upload a standard operating procedure document for Collections translating business-defined rules, thresholds, and strategies into structured policies that the application can apply automatically.
Collections Workspace Assistant	Provides access to a unified collections workspace to view and manage prioritized customer lists, contextual insights, recommended actions, and associated details.
Customer Payment Inquiry Assistant	Allows users to inquire into customer payment details, track payment status, and access insights related to receipts and applied transactions.
Grow Coach Access	Grants access to the Grow Coach.
Intake Request Management as Requester	Allows requester to access intake requests.
Intake Request Review Management	Allows user to create and manage intake request reviews (intake request review assigned journeys).
Intake Request Review Task Management By Worker	Allows user to access intake request review tasks (intake request review assigned journey tasks).
Receivables Inquiry Assistant	Allows users to inquire into customer invoice details, activities on invoice, and access insights related to invoices and customer balances.
Succession Planning Guide Access	Grants access to the Succession Planning Guide Agent
Talent Management Assistant Access	Grants access to the Talent Management Assistant Agent
Unapplied Receipts Email Resolution Assistant	Allows users to monitor and resolve issues related to unapplied receipts received via email, identify missing or incorrect information, and take corrective actions to ensure proper application of payments.
Undelivered Billing Email Assistant	Manages the Undelivered Billing Email Resolution Assistant to monitor failed billing emails, identify root causes of bounces, remediate via alternate contact channels, and maintain accurate customer contact data.