Features/Enhancements:
1. Credit users can now automatically validate Secretary of State information within the Bectran platform (contact your Bectran Account Manager for additional details).
To pull this report:
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Navigate to Customer Request > Credit Document/Data > Microbilt SOS Report
2. Credit users can now customize and assign terms based on risk score for each individual auto-approval model.
To enable this configuration for the sales team:
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Navigate to Settings > Credit Policy > IDM > Add IDM > Source Type ECAP Model> Enable Credit Term Model= YES
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Once Enabled, a user can configure credit terms based off a model, as opposed to the business group level.
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3. Job Sheets can now be made eligible for auto-decisioning using specific conditions, including bonding/financing information and project types.
To enable this configuration for the sales team:
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Navigate to Settings > Credit Policy> IDM > Add IDM > Form Type: Job Sheet
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Once Enabled, you can configure additional policies for auto approval.
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4. Credit users are now able to apply a custom label on the "Account with us (Existing Customer)?" question when configuring the credit application.
To enable this configuration for the sales team:
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Navigate to Settings > Organization > Custom Credit App > Custom Titles> ACCT_NUM_WITH_US_QUESTION
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