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            Work with Collections and Recovery Console App

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            Work with Collections and Recovery Console App

            As collections specialists and collections managers, access comprehensive information about collection plans, including payment history, due dates, and customer contact details. As a collections manager, create a prioritized list of collection plans and assign them to collections specialists. As a collections specialist, record a promise to pay, create cases for collection plans, and request direct debit to a core banking system.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            • View a Collection Plan Record Details Page
              As a collections specialist, view all the essential information related to a collection plan on a collection plan record details page, in the Collections console app. Get a comprehensive view of a collection plan record details to make informed decisions on each account and prioritize the collection efforts accordingly.
            • View Metrics and Linked Collection Plans on Account Pages
              As collections specialists, you can quickly identify high-priority collection accounts and strategically plan collection activities by reviewing key metrics on the account record pages. These metrics include the total initial due amount, the current total due, the total payments received, and the average days past due. You can also view all collection plans associated with the account on the account record details page.
            • Create and Configure Prioritized Lists of Collection Plans with Actionable List Definitions
              As a collections manager, use actionable list definitions to create actionable lists. Specify list filtering criteria, such as due amount, days past due, or collection plan segment. After you create an actionable list, assign it to collections specialists so that they can get started with the collections activities quickly.
            • Record a Promise to Pay Commitment
              As a collections specialist, launch the Create Promise to Pay action from the action launcher on a collection plan record details page. A Promise to Pay is a commitment by the delinquent borrower or customer to pay a specified amount by a certain date.
            • Create Cases for Collection Plans
              As a collections specialist, create and update cases directly on the collection plan record details page, streamlining workflows and enhancing efficiency in managing and resolving collections.
            • Request a Direct Debit for Collection Plans
              When a mandated direct debit fails, the account enters a collections list due to an outstanding balance. As collections specialists, you can use the Request Direct Debit bulk action on an actionable list page to quickly request a new debit from the customer's account, helping to expedite the collection process and improve overall cash flow.
            • Capture Collections-Related Interaction
              As a collections specialist, you can capture the collections-related interactions and next steps with the Capture Collections-Related Interaction quick action. The action creates a collections interaction event and a case, if required. The action also helps to determine which cases require legal proceedings and creates a legal case, case proceeding, and case proceeding participants.
            • Check Call Compliance for Borrowers Linked to Collection Plan
              As a collections specialist, make informed decisions about contacting borrowers by using call compliance checks. Call compliance checks are performed based on your organization’s legal requirements, such as time zone regulations and call frequency limits.
            • Create Payment Plans to Manage Financial Hardships
              As a collections specialist, create a payment plan from the collection plan record details page. Collections and Recovery offers flexible payment plans to customers based on their financial account types and their financial hardship situations.
             
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