Our customers have told us that these features provide significant value to them.
| Stage | Feature | Feature Description |
|---|---|---|
| Collect | Multi-Channel Intake | The intake workflow is designed to support any channel, including online banking, mobile banking, front office, back office and banking center. A claim can be started in one channel and finished in another and all users see consistent information. |
| Collect | External Case Status Widget | Case status an relevant case actions are communicated via an easy to understand case status widget. By exposing this widget to user groups, such as front office and customer portals, these users can interact with the claim by adding notes, attaching documents and withdrawing the case. These actions generate assignments in the back office to prompt a user to review this new information and move the case forward. |
| Collect | Correspondence Preferences | Support is included for print services, local printing, email and secure messaging. The system can be configured to evaluate data, such as contact information and opt-in indicators to determine what correspondence channels are allowed. |
| Collect | Document Requirements | Document dependencies are up-to-date with association mandates to ensure that customers are notified, up front, of any required documents. Documents can be attached during the intake process. If the document is not attached, the acknowledgement letter will remind the customer to send the documentation and will include any required forms. When integrated with a print service that supports return mail, a return mail envelope is automatically included. |
| Collect | Disclosures | A disclosure is provided when the claim is submitted. The disclosure automatically includes information about regulatory time frames and any automation that is applied in the initial interaction. This information is also included in the acknowledgement letter that is generated. |
| Enhance | Pending Transactions | Built in support for including pending transactions in a claim. The Pending Transaction flow will automatically check the system of record periodically to check for postings and uses comprehensive matching logic to automatically match authorization and clearing records. |
| Enhance | Enrichment | |
| Analyze | Provisional Credit Automation | Pre-configured decision tables enable you to establish business rules that are evaluated to perform automated provisional credit decisions and actions. |
| Analyze | Merchant Collaboration | Automatic eligibility checks and case creation with Verifi and Ethoca to attempt recovery without any human interaction. |
| Analyze | Merchant Credit Checking | Automated checks for merchant credit allow claims to be resolved before resorting to a chargeback. |
| Analyze | Chargeback Automation | |
| Tools | Statement Viewer | View and download account statements directly from the case. |
| Tools | Accounting Tools | Easily view, reconcile and perform accounting all in one convenient tool. See Accounting Tool for more details. |