Skip to main content

Collections and workflow features - partner view

Some banks use Decision PRO not only for origination but for post-booking work such as collections workflows, customer communications, or coach-style assistance-where those modules are licensed and configured.

What may exist (product direction, not a promise)​

  • Workflow pages that help teams see schedule exposure, contact history, and next checks in one place.
  • Assisted prompts that suggest next best actions for staff (not unsupervised automated outreach to customers unless your bank explicitly enables it-subject to deployment configuration).

:::caution Heavily deployment-dependent

Features described in internal product documents (for example collections workflow AI roadmaps) do not automatically apply to every bank tenant. Treat this page as orientation, not a catalog of what you already have.

:::

What your bank should clarify with AIS​

  • Which collections or workout journeys are in contract scope.
  • Which channels (SMS, email, call center) are integrated and who approves customer-facing content.
  • How human-in-the-loop is enforced for any AI-assisted suggestions.

Next: What you can configure · Lifecycle