Financial Services Creatio, lending edition
PDF
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

The [Home page] section

The home page section is designed to facilitate the work of verifiers in the bank. Use the  home page to manage applications in a single window get instant access to customer's profile, and improve customer experience.

Using the agent desktop the verifier can quickly process tickets in the omnichannel mode, manage incoming and outgoing calls and work with other queue items. In the agent desktop the employee can read the messages posted on the feed, and view the analytical summaries of personal and team KPIs for the current day.

Home page overview

The [Home page] (Fig. 1) section consists of the following areas:

Fig. 1 The [Home page] section

The working area of the verifier

The working area of the verifier on the agent desktop is a number of tabs with the records that are displayed in the agent desktop according to the conditions of pre-configured queues.

The home page tabs are created automatically, based on the queue teams of which the current verifier is a member. Each home page tab corresponds to a system object regardless of the number of the configured queues. For example, all records coming from the “Application”type will be displayed in the [Applications]tab of the home page.

By default, applications that come from the [Applications on verification] queue are displayed in the working area on the [Applications] tab. Those are the applications at the “Verification” stage and they have at least 1 verification action whose result is not processed in the system.

Note

You can set up custom home page queues in the [Queues] section.

Note

Use the [Home page queues upload interval] system setting to change the update cycle for agent desktop records.

Home page feed channel

Use feed channel for prompt notification of the verifiers about noteworthy events of the bank . The home page feed displays posts and comments from a specific feed channel. Use the [Agent desktop - Channel] system setting to select this channel.

The [Feed] section

Home page dashboards

The agent desktop dashboard displays the verifier KPI. These dashboards display summary data for the current day.

Dashboards

Contents

Managing records displayed in the home page via regular and blind queues

Sorting records on the home page

Processing applications from a regular queue in the home page.

Processing applications from a blind queue in the home page

How to process cases from incoming calls on the agent desktop home page

See also

The [Queues] section

How to create and populate a dynamic queue

How to create and populate a static queue

How to set up a regular or a blind queue on the home page

How to sort queue elements on the home page by the object columns

Did you find this information useful?

How can we improve it?