Agent Task List

6 Agent Task List

The Agent Task List page facilitates field collectors to view summary of the tasks that are assigned to them on the hand held devices like mobile, tablet and helps to perform various actions on the tasks.

It provides easy access to the tasks that you need to work on. This list view is displayed based on the user role of the logged in user as explained below:

The Collector role should be defined as ‘FIELD_COLLECTOR_ROLE’ in security management system.
The list displays all the tasks assigned to the logged in user.

Table 6-1 Field Description: Agent Task List

Field Name	Description
<Account Number>	Displays the account number for which the task is created.
<Customer Name>	Displays name of the primary customer associated with the account number.
<Task Status>	Displays the status of the task.
<Overdue>	Displays the overdue amount
<Follow-up Date>	Displays the follow-up date of the task.
<Actions>	Indicates the actions that can be performed. The options are: Customer Details Account Details Promise Result
Account Details	This section is displayed if you click Account Details link.
Total Outstanding	Displays the outstanding amount on the account.
Amount Overdue	Displays the overdue amount on the account.
Days Past Due	Displays the days past due on the account.
Loan Type	Displays the product subtype of the account.
Collection Status	Displays the collection status of the account.
PTP Record	Displays count of all the PTPs created on the account. It displays the count of following PTPs: Active: Count of PTP that are active. Broken: Count of PTP that were broken by the customer. Kept: Count of PTP that were fulfilled by the customer.
Branch	Displays the name of the branch with which the account is associated.
Loan Amount	Displays the amount of loan availed on the account and the current rate of interest. Note: This field is displayed only for a loan account.
Frequency	Displays the frequency of repayment of installment by the customer on the loan amount. Note: This field is displayed only for a loan account.
Last Due Date	Displays the due date of last installment. Note: This field is displayed only for a loan account.
Next Installment	Displays the amount of next installment along installment due date. Note: This field is displayed only for a loan account.
Maturity Date	Displays the loan closure date as per the repayment schedule. Note: This field is displayed only for a loan account
Account Limit	Displays the limit of account. Note: This field is displayed only for overdraft account and LOC account.
Limit Expiry Date	Displays the expiry date of the limit. Note: This field is displayed only for overdraft account and LOC account. For LOC account, you can also view the bill details.
Credit Card No	Displays the credit card number. Note: This field is displayed only for Credit Card account.
Card Limit	Displays the limit of credit card. Note: This field is displayed only for Credit Card account.
Last Due Date	Displays the due date of the last unpaid bill missed by the customer. Note: This field is displayed only for Credit Card account.
Customer Details	This section is displayed if you click Customer Details link.
Address	Displays the preferred address of the customer.
Primary Contact	Displays the preferred contact number of the customer.
Email	Displays the preferred email address of the customer.
Capture Promise	This section is displayed if you click Promise link.
Promise Amount	Indicates the amount that the customer has promised to pay. By default, overdue amount is displayed.
Promise Type	Indicates the promise type.
Promise Date	Indicates the date on which customer has promised to pay the amount.
Action Result	This section is displayed if you click Result link.
Action	Indicates the action related to the task. The list displays all actions that are mapped with the strategy in segment.
Result	Indicates the result for the selected action. The list displays all the results configured for the selected action.
Follow-up Date	Indicates the next follow-up date of the task. Note: The date should be later than or equal to the business date.
Status	Indicates the next status of the task. Note: The list displays all the statuses to which the task can move from the current status. If the current status of the task is escalated, you can move the task to any status maintained in the workflow of task.
Notes	Indicates notes related to the task.