How to set the Vulnerability Indicator on a case

FinView's new vulnerability feature allows users to mark the vulnerability level of a debtor, enhancing the sensitivity and effectiveness of debt collection efforts.

How to Use the Vulnerability Indicator:

• Access Debtor's Case: Log into FinView and open the specific debtor's case file.
• Select the Debtor’s Avatar: Click on the avatar icon next to the debtor's name.
• Choose Vulnerability Level: Select the appropriate vulnerability level based on your assessment:
  • Detected Vulnerability: Indicates frequent mentions of financial hardship or challenges in fulfilling debt obligations.
  • High Vulnerability: Points to severe financial constraints, persistent personal, or mental health issues impacting debt repayment.

Visual Indicators:

Upon selection, the vulnerability level is recorded in the activities section.

The colour of the debtor’s avatar will change to correspond with the selected vulnerability level, providing a visual cue of the debtor’s status.

Conclusion:

This feature empowers FinView users to tailor their approach based on the circumstances of the debtor, ensuring a more humane and effective debt collection process.