Customer 360 View

The Customer 360 is a single page that shows everything about a debtor — their claims, payment history, contact timeline, disputes, documents, and AI-recommended next actions.

AI Recommended Action

At the top of the page, the AI panel suggests the optimal next step:

• Best contact method and time — e.g., “Call between 2:00 PM - 4:00 PM today”
• Suggested offer — e.g., “Offer a 3-month installment plan”
• Propensity to Pay — predicted payment likelihood based on the collection score

Customer Header

The header shows key identification:

• Full name
• Email, phone, and masked SSN
• Physical address
• Collection score grade (A-F) with visual badge

Summary Cards

Quick-reference cards show:

• Balance — total outstanding
• Total Paid — amount collected so far
• Claims — number of active claims
• Score — collection score out of 100
• Disputes — active dispute count
• Last Contact — time since last interaction

Tabbed Detail View

Claims Tab

All claims for this customer with reference, group, collector assignment, balance, due date, and legal hold status. Expandable to show debt details, customer info, and payment info.

Payments Tab

Complete payment history with dates, amounts, methods, and claim associations.

Timeline Tab

Chronological history of all interactions — calls, emails, SMS, payments, status changes.

Disputes Tab

Active and resolved disputes with status, reason, and resolution details.

Promises Tab

Promise-to-pay records with status (Pending, Kept, Broken).

Documents Tab

All associated documents — validation letters, agreements, correspondence.

Score Tab

Detailed scoring breakdown showing the grade, raw score, contributing factors with individual scores, and last calculation date.