The STATUS module in KYCP allows the user to define and build the entire workflow. The user gets to decide what each status is called, what statuses follow what other statuses and also the ROLES who can click on what status. This builds the entire workflow of the overall solution. The client can also decide the default starting status of an application as well as the statuses in which the application is actually presented to the customer for access through the Customer Outreach Tool.
This new feature was based on the business use case of being able to see what statuses has the application passed through since creation as well as the ability to see what potential routes it might take. To view this lifecycle chart, the user would need to click on the status that the application is currently in (as depicted in the image below).
Once clicked, KYCP will show the following chart. This chart shows the historical movement of an application throughout its lifecycle.
The boxes are colour coded in a way to show the following:
- The status that the application is currently in is shown in GREEN.
- The statuses that the application has been through since being created are shown in BLUE.
- Any other statuses are showing in GREY.
This feature adds a lot of business benefit since users can easily analyse the course of action that was taken on an application to date however can also understand the potential routes the application might take going forward.
For more information, contact us directly on firstname.lastname@example.org
or schedule your live demo with us today. If you are an existing client and you would like more information about this feature, please contact our CRM Team.