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v1.0

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Onboarding

  • Setting up DNS for Customer Portals
  • Setting up Email Domain Authentication

Data Integration

  • Client Data Integration Options
  • Standard Input File
    • Debtor Accounts
    • Third Party Claim
    • Attachment Upload
    • Handling Input File Failures
    • Handling Attachment Failures
    • Standard input file/ API status and CCR platform status
  • Standard Reports / Return Files
    • Verification
    • Claims Captured
    • Contact Update Information Received
    • Invoice Created
    • Invoice Completed Workflow
    • Not Contactable Invoice
    • Invoice Paused
    • Invoice Resumed
    • Payment Processed
    • Payment Failed
    • Payment Succeeded
    • Partial Payment Processed
    • Payment Plan Created
    • Payment Plan Updated
    • Payment Plan Ended
    • Customer Payment Plan Self Service
    • Open payment plan portfolio
    • Communication
    • Communication Failed
    • Dispute
    • Hardship
    • Callback
    • NPS Submitted
  • PGP Encryption Support

Invoices

  • Invoice Details/ Operations
  • Adhoc Invoice

Campaigns

  • Rule Sets
  • Workflows
  • Launch Campaign
  • Campaign Actions

Templates

  • Email Templates
  • SMS Templates

Optimiser

  • Launch Optimiser Test

Payment Arrangements

  • Payment Arrangements
  • Payment Arrangement Configurations

General Settings

  • Payment Settings
    • Customer Self-Service Settings
    • Payment Comms Settings
    • Payment Retry Setting
    • Card Surcharge Configuration
    • Dispute an invoice
  • Communication Settings
    • Setup Blackout Days
    • Daily Campaign Send Time
    • Apply RG96 Message Limit
    • Instant Message Settings
  • Customise Payment Portal
    • Customise Payment Portal Look and Feel
    • Customer Contact Capture Settings
  • Customise Client Portal

MCP Server

  • MCP
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Payment Settings

Provides all payment related configuration options

  • Customer Self-Service Settings
  • Payment Comms Settings
  • Payment Retry Setting
  • Card Surcharge Configuration
  • Dispute an invoice

Updated about 2 months ago


Payment Arrangement Configurations
Customer Self-Service Settings