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Financial Information & Scoring
»
Monitor your customers' solvency thanks to the Urba360 connector
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users, you can
integrate and leverage your Urba360
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
on your customer portfolio to ensure accurate monitoring of your outstanding debt and
customer risk
while dynamically and intelligently adapting your collection strategies.
information integrated into
My DSO Manager
Only key information is imported; the full financial report is available on the
application:
Score
:
Solvency
score
from 0 to 10 (10 being the best note)
Credit opinion:
The outstanding debt recommended by Urba360
Maximum credit limit:
The maximum outstanding debt recommended by Urba360
Sector risk assesment (SRA):
Four-level sector risk assessment scale: Low, Medium, High, or Very High
Country
risk assesment (CRA):
Assessment of the strength of a
country
's economic stability and its resilience to financial shocks that result in business failure. Rating from A1 (lowest risk) to E (highest risk).
Late payment index:
Detailed assessment of payment behavior over a 60-month period, ranging from 0 to 4 (0 meaning: no information and 4 meaning low risk of default)
Link to Urba360:
Access the Urba360 full report directly from the customer page.
Once the connector is activated, you can add clients to your
porfolio in
My DSO Manager
, either from the clients file or in mass from the Clients search.
The
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 Urba360 data with your payment history for a 360° view.
Contact us to set up the connection between
Urba360
and
My DSO Manager
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