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  2. Monitoring

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.

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What 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?

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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

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Define Your Rules

Turn on monitoring rules designed to recognize important business events or data changes.

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Notifications

Be notified when a monitoring rule is triggered by the change in your portfolio.

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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.

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Notify Users

Choose recipients that should be notified in case a monitoring rule is triggered, or export all generated notifications directly.