Applications and pipeline
An application arrives from the website, a mobile app, a branch or a partner channel and passes the same configured sequence of steps. Every step records the assignee, the outcome and the time.
What is inside
- 01
Submission channels, application types and required documents are configured per product.
- 02
Check steps run sequentially or in parallel and can be blocking.
- 03
Detection of repeated and linked requests by contacts, device and identifiers.
- 04
The cooling-off period after a rejection is set separately for each product.
Nearby in this group
Leads and sources
Leads with campaign tags before the application: assignment, contacts, qualification and conversion into a customer.
Scoring and explainability
Five scoring engines and a mandatory explanation for every automated decision.
Credit bureaus
Report requests and reverse publication of contract events to the bureau of each country.