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Financial Information & Scoring
»
Monitor your customers' solvency thanks to the Infolegale connector
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Infolegale
users, you can
integrate and leverage your Creditsafe
data into your
My DSO Manager
platform thanks to a revised and expanded connector.
This feature allows you to retrieve every day key data from
Infolegale
on your customer portfolio to ensure accurate monitoring of your outstanding debt and
customer risk
while dynamically and intelligently adapting your collection strategies.
Infolegale
information integrated into
My DSO Manager
Only key information is imported; the full financial report is available on the
Infolegale
application:
Score
:
Solvency
score
from 0 to 20 (20 being the best
score
)
Recommended Credit:
The maximum outstanding debt recommended by Infolegale
Payment deadline:
Comparison with the business sector:
Supplier payment deadline
Sector supplier deadline
Significant event:
If the company is under legal proceedings (bankruptcy, etc.).
Link to Infolegale:
Access the Infolegale portal directly from the customer page.
Once the connector is activated, you can add clients to your
Infolegale
porfolio in
My DSO Manager
, either from the clients file or in mass from the Clients search.
The
Infolegale
information is available directly on your platform at different levels:
Risk report:
Client file:
The history of changes for each criterion is visible by hovering over the elements.
Customizable Alerts:
Clients Searches and Advanced Searches:
It is, of course, desirable to dynamically exploit these information, particularly thanks to our
Search & Assign AI
, which allows them to be taken into account when assigning collection scenarios, to act immediately in the event of negative information (legal proceedings, poor
score
, etc.), to perform custom credit scoring, etc.
For more information:
How to create advanced Scoring with AI Search & Assign?
Comment best practices:
Set realistic alert thresholds based on your customer segments.
Compare the recommended credit with your current
receivable
s to adjust your internal limits.
Combine Infolegale data with your payment history for a 360° view.
Contact us to set up the connection between
Infolegale
and
My DSO Manager
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