Debt Management and Tracking Workflow

Rozpoczęcie przepływu pracy/procesu.

Retrieve all entries from the Debts data model where the due date is passed and status is 'unpaid'.

Sum the 'amount_due' property of all retrieved overdue debt entries.

Update the status of a specific debt entry when a dispute is flagged.

Create a task for the assigned accounts receivable officer to follow up on the overdue debt.

Calculate the penalty amount by applying a percentage (e.g., 5%) to the original debt amount.

Generate a new entry in the Payment Plans data model linked to the existing debt.

Send an automated email to the debtor with the details of the outstanding balance and late fees.

Send a short text message reminder to the debtor's registered phone number.

Update the 'total_amount_due' in the debt entry to include the newly calculated late fee.

Create a task for the finance team to verify if the payment has reached the bank account.

Update the debt entry status to 'Paid' once the payment is verified.

Delete duplicate or incorrect debt entries identified during the audit process.

Create a report summarizing total debts, overdue amounts, and collection efficiency for the month.

Koniec przepływu pracy/procesu.