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Client and Contract Overview

The Client and Contract Overview module in the Task Manager system allows users to view client data, contracts, and cases depending on their permissions in the Fintin system. It is a central place for accessing customer information and business processes.

Module Access​

The client overview module is available from the main Task Manager menu (sidebar). The functionalities visible to the user depend directly on:

  • System permissions - different roles have access to different sets of functionalities
  • Implementation configuration - Fintin implementation may contain various business modules
  • Assigned areas of responsibility - access to specific types of clients or contracts

Client Overview - Main View

Main view of the client overview module with available search and browsing functionalities

Module Functionalities​

360 Client View​

Depending on the permissions held, the user can access the 360 client view, which offers:

  • Complete overview - all products, contracts and client interactions or even logging into the client view
  • Collaboration history - overview of all contacts/contracts

Submitting applications on behalf of the client​

If the user has appropriate permissions, they can:

  • Initiate new processes - submit applications
  • Represent the client - act on behalf of and for the client

Client Overview - Assignment

Example of assignment form available after entering a specific process for the client

Personalization and Configuration​

Personalized forms depending on Fintin implementation​

After entering a given process or view, a personalized form opens for the specific action, which contains:

  • Dedicated fields - specific to the given type of process or product
  • Business validations - checking data correctness according to business rules
  • Process flow - subsequent steps according to Fintin implementation
  • System integrations - automatic data retrieval from external systems
Module Usage

The "Client and Contract Overview" module is a central place for customer service in the Fintin system. Use it for comprehensive customer relationship management, from searching through analysis to initiating new business processes.

Configuration

Remember that available functionalities depend on the specifics of the Fintin implementation in your organization. Contact the system administrator to gain access to additional modules or permissions.