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- Credit Scoring Engine
- Process
- Reconciliation
Reconciliation
Match provider movements to applications and investigate discrepancies.
Step by step
-
Provider confirmation Operations Manager
Operations Manager gathers the event and case references that support the recorded provider effect.
- Check recorded case evidence
- Updates Assessment evidence, Applications
-
Reconciliation Operations Manager
Operations Manager compares each provider movement with its account and matched application, then marks a sound match.
- Link provider movement to account and case
- Updates Reconciliation items, Score models, Applications
-
Exception review Credit Reviewer
Credit Reviewer examines mismatched movements and repayment receipts needing review; Auditor can inspect the outcome.
- Investigate mismatches and claimed effects
- Updates Reconciliation items, Repayments, Score results
Who does what
Roles and permissions- Operations Manager
- Matches routine movements.
- Credit Reviewer
- Investigates exceptions.
- Auditor
- Reads the reconciliation and decision trail.
Set up Credit Scoring Engine your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.