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Agent
Search
In the following section, the Agent can search for registered clients in the system and apply different actions on them, and events scheduled as it is Payment Promises.
Debt ID: ID number that a debt is registered with in the system
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Manage Button: In order to manage a case, this one must be selected from the list and then by pressing this button, the Agent will be taken to the Debt section. To know more about this section, visit Debt
Return to Supervisor: Returns this case to the Supervisor, meaning that this case wont be assigned to that Agent anymore, so wont appear on her/his Portfolio
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Payment Promises: A Payment Promise scheduled can be search by date
Debt
This section will be enabled once the Agent selected a client on the Searching area and selected the Manage button.
In here, the Agent can edit the client's profile data and manage it's debts.
Debtor Details
Portfolio: Indicates the Portfolio ID number
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Deceased: If the client is deceased or not
Debt
Currency: Currency type of the debt
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On the top part, next to the title, there are two arrows. With this one the Agent can go over all the client's debts.
Management
This section will be enabled once the Agent press the Management button on the Debt section.
Here the Agent can schedule a future event for the client.
On the top right part will indicate to which portfolio the debt belongs to.
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Save: Saves the management. This one will be visible on the table to the right
Payments
The following section will be enabled once the Agent selects Payments on the Debt section.
Here the Agent can manage every payment.
Payment ID: Payment's ID number
Portfolio ID: Portfolio's ID number
Document: Document of the person that is going to make the payment
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Clean Button: Cleans the detailed boxes
Promise
The next section will be enabled from the Promise button on Debt section.
The Agent can schedule Payment Promises.
Date: Arranged date for the payment promise
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Save Button: Saves the payment promise detailed. This one is going to appear on the table to the right
Supervisor
Assignations
The Supervisor can assign clients and manage the portfolios from here, using different filters.
Name: Filters by clients name
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Deallocate Portfolio: The client that is selected will not be assigned to an agent anymore
Base
The Supervisor can upload different data bases and maintain a registry of them.
Upload Portfolio/Payments/Clients: The Supervisor will upload a .csv file with the specified data
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Export Portfolio/Payments/Clients: A .csv file will get downloaded with the portfolio data
Calendar
From here the Supervisor can see every event scheduled.
Parameters
In this section the Supervisor can create parameters that will be seen on the assigned boxes.
Permissions
The Supervisor will control from here the permissions given to certain users, this allows the users to see and be able to use certain things.
Assignment Criteria
The Supervisor can create different parameters for the Assignation section.
