AI Credit Blocks Manager app - object-centric
Some sales orders are delivered late because of credit blocks. This affects customer satisfaction and working capital.
Root causes for orders being blocked by credit include overdue invoices, rapid price changes (high inflation) resulting in outdated credit limits, sudden changes in demand (such as seasonal fluctuations), and unapplied cash (payments applied to the wrong account).
We combine data from Accounts Receivable and Order Management to obtain a comprehensive view of customer credit status, which we then provide to the AI Recommendations agent to inform recommendations on whether to remove or retain the credit block. If the recommendation is good enough, we can automate the removal action or remove the block from the app.
With the AI Credit Blocks Manager app, you can:
Get a centralized view of all sales orders and customers currently blocked by credit for quick investigation.
Easily understand which credit blocks can be removed and which ones need to stay, based on AI recommendations.
Approve or deny credit block removals within the app and notify people of interest about the decision automatically with email notifications.
Track and monitor unpaid invoices in real-time to inform customers of potential delays due to their outstanding balances.
Receive instant notifications on all sales orders blocked by credit and their removal.
The app helps you identify, manage, and remove credit blocks faster with AI recommendations, providing real-time visibility into credit-blocked orders that affect your customers' orders.
The AI Credit Blocks Manager app comes with these views:
Action View: This is the Primary view that business users can use for their daily tasks.
User Guide: This is an onboarding view for business users to explore the app’s functions interactively.
Validation and Value Assessment: This is a quick-start view for setup, where you can validate business logic and assess the value of this use case. The parameters you set in this view are automatically changed in Settings and reflected in the Action View.
Settings: This is a view where you can manage the values of the app’s variables.
The object-centric version of the AI Credit Blocks Manager app, which works with objects and events created for object-centric process mining. It uses the CreditBlocks perspective that’s supplied with our object-centric data model. The perspective includes the objects, events, and relationships from the Celonis catalog that are relevant for the Order Management business process.