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Get Notified About Changes in Your Portfolio
Configure data-driven alerts and be notified about major changes in your portfolio. There is no need to check data changes manually, let them come to you automatically. Monitoring is a powerful feature that notifies you about important business events or data changes recognized during a processing of data from your selected portfolio. The feature comes with a predefined set of monitoring rules that can be customized by setting threshold parameters.
get in touchWhat is Monitoring?
A data-driven monitoring rule helps you to automatically identify and keep you informed about a wide range of changes and important business events, e. g. related to risk flags or increased debt burden, such as:
- New defaults or account openings
- Subjects that fall into arrears greater than a configured amount
- Subjects reaching a configured risk grade
- Newly disputes or reported bounced cheques
To click even with your custom use case, the feature gives you freedom to create multiple monitoring rules with a different set of subjects, monitoring rules, and recipients of notifications.
How does Monitoring work?
Automatic Data Evaluation
Define your portfolio of companies and individuals to keep an eye on. The system will automatically begin to evaluate data for those subjects whenever it gets changed
Define Your Rules
Turn on monitoring rules designed to recognize important business events or data changes.
Notifications
Be notified when a monitoring rule is triggered by the change in your portfolio.
Set Your Parameters
Configure your monitoring rules by setting parameters, e. g. like thresholds for past due days, amounts, current balances, instalments, grades, to monitor specific business cases.
Notify Users
Choose recipients that should be notified in case a monitoring rule is triggered, or export all generated notifications directly.
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