Premfina
Premfina
Environmental
Funding Facilities
Broker Sales to Customers
Environmental
Leadership and Strategy
Business Analysis
Internal Reporting & Intelligence
Product and Proposition Development
Investor Management
Business Funding Management
Change Management
Leadership and Strategy
Market Analysis
Business Vision and Design
Technology
Security
Data Management
Application Development and Testing
Pipeline and Release Management
Technology
End User Device Management
Solution Architecture & Design
Performance Monitoring & Management
Application Support
Customers
Customers
Outbound Communications
Vulnerable Customer Management
Credit Risk Management
Customer Record Management
Customer Support
Complaints Management
Resources
Broker Sales Team
ROI Delivery
Support
Sales & Marketing
Infrastructure Management
Supplier Management and Procurement
Legal & Compliance
Financial Management and Payroll
HR
Support
Key
Non-existant or sub-optimal
Exists and meets desired standard
Exists and needs improvement
Premium Finance
Arrears Management
Agreement Renewal
Financial Reconciliation and Reporting
Collections and Payment Processing
Premium Finance Agreement Management
Ongoing Agreement Servicing
Agreement Provision
Premium Finance
Brokers and Strategic Partnerships
Capabilities
Broker Network Management
Broker Payouts
Bespoke Solutions
Software House Management
Insurer Management
Customer Finance Agreement Management
Brokers and Strategic Partnerships
Broker Relationship Management
Broker Training
Broker Reporting
Pricing and Commission Management
Outsourced Services
Broker Support
Broker Account Management
Broker Onboarding
Course of Actions
Identify brokers using multiple providers
Identify brokers due for renewal
Identify and acquire new strategic partnerships
Expand into other markets
Identify and remediate where brokers are not meeting targets
Broker
Structural
Real-time (API) Integration
Batch Integration
Broker
Software Houses
PAM
Direct Integrations
Data
Reports
Scheme Bible
Broker
Broker Onboarding Form
Broker Contract
Behavioural
Services
Broker Notifications
Software House Integrations
Broker Onboarding
Broker Sales
Broker Payouts Management
Broker Access Management
Broker Scheme Management
Broker Direct Integrations
Broker Risk Management
Broker Training
Policy Administration Management (PAM)
Broker Reporting
Broker Relationship Management
Insurer Risk Management
Insurer Record Management
Broker Record Management
Broker Finance Reconciliation
Broker Network Management
Broker Pricing Management
Broker Commission Management
Processes
Broker Onboarding Process
Finance
Data
Finance
Behavioural
Internal Reconciliation
Financial Reporting
Accounts
Data
Transactions
Balances
Account
Account Notes
Agreement Contract
Policy
Behavioural
Debt Collection
Recurring Payment Collections
Account Cancellation
Payment Management
Transaction Management & Balances
Financial MTA
Default Management
Account Renewal
Account Onboarding
Refunds
Ad-hoc Collections
General
Structural
Phone
Email
SMS
Face to Face / Teams Meetings
Freshservice
Documents
Data
Letter
SMS
Non-Financial MTA Confirmation Document
Document
Confirmation of MTA Document
Email
Structural
Behavioural
Physical Correspondence
Internal
Support Teams
Technical Onboarding Team
Data
Change Request Form
Operations Teams
Credit Team
Business Operations Team
Broker Sales Team
Development Teams
Customer and Client - Internal
Customer and Client - Ardanis
Vacuum Labs
Payments and Finance - Internal
Customer
Structural
Customer
Post
Contact Centre
Data
Bank Account
Direct Debit Mandate
Customer
Behavioural
Services
Non-financial MTA
Customer Initiation
Customer Management
Credit Underwriting
New Customer Verification
Shortfall Management
Contract Management
Contact Centre
Digital Correspondence
Payments
Data
Payment
Customers
Structural
Customer Services
Customer Management
Behavioural
Customer Onboarding
Non-financial MTA
Customer Verification Checks
Data
Customer
Finances
Finance Services
Front End
Front End Services
Accounts
Behavioural
Processes
Financial MTA
Refer Financial MTA
Financial MTA Quote
Pend Financial MTA
Financial MTA Request
Cancel Pended MTA
Cancellation
Reverse Pended Cancellation
Provide NTU
Resume Pended Cancellation
Pend Cancellation
Cancellation Quote
Cancellation Request
Services
Policy Management
Preferred Payment Date
Forbearance
Early Settlement
Refunds
Balances
Financial MTA
Default Management
Financial Ledger
Next Collection Override
Renewals
Account Creation
Account Parameters
Transactions (Ledger Summary)
Default Cycle
Payment Schedule
Reinstatements
Get Account
Cancellations
Write-Offs
Data
MTA
Account
Cancellation
Structural
Thought Machine Vault
Account Financials
Smart Contract Service
Account Management
Account Services
Payments
Payment Services
Documents
Behavioural
Digital Correspondence
Physical Correspondence
Outbound Correspondence
Data
Letter Content
SMS
Email
Structural
Document Services
Brokers
Behavioural
Broker Record Management
Broker Scheme Management
Broker Reporting
Broker Onboarding
Broker Notifications
Data
Scheme
Broker
Structural
PAM Portal
Power BI
Broker Integration Services
Broker Services
Solution Drivers
Brokers
Broker Direct Integrations
I want to use my bespoke policy system to manage my customer's accounts with Premfina
Broker Relationship Management
I want to ensure my customers are receiving an excellent quality of service and can be escalated if needed
I am interested in Premfina's offering and want to learn more
I want to ensure that prospective clients choose to work with us over our competitors
I want to ensure my clients do not leave for a competitor
I want to ensure I am receiving an excellent quality of service
I want to increase revenue streams from exisiting brokers
Broker Reporting
Want to understand what is happening on a customer's accounts
Information to inform management decisions
Broker Onboarding
I want to join Premfina as a client
Software House Integrations
I want to use an on-the-market policy system to manage my customer's accounts with Premfina
Policy Administration Management
I want to be able to view and interact with my customer's account information online
Broker Record Management
I want to make changes to a broker record under my jurisdiction
Documents & Letters
Outbound Communications
A customer needs to be informed of something on their account or customer record
Customers & Credit
Non-Financial MTA
I need to make a change to a customer record
Customer Initiation
A new Premium Finance Agreement has been created for a customer who does not exist
New Customer Verification
A new customer is onboarded and needs to be verified to accept the finance agreement
Accounts
MTA
There has been a change to a policy that impacts the agreement value
Renewal
An Insurance Policy is due for renewal
Onboarding
My customer has just signed up to an insurance policy and needs a premium finance agreement
Cancellations
Wish to cancel Loan Agreement
Wish to provide return premium
Customer fails verification
Enterprise Goals and Motivations
Extending contracts and increased commitments
Acquisition of new brokers
CEO
£2b Loan Book
£X of committed volumes are not realised
Company Position in Market
Brokers meeting committed loan goals
Company valuation
Services and Data
Capabilities
Teams
Account Financials Management
Account Management Services
Component
Drivers
External Actors
Interfaces
Application Service
Components
Key
(New Customer Verification - Credit Risk Management)
(Brokers and Strategic Partnerships - Software House Management)
(Contact Centre - Customer)
(Account Financials Management - Transactions (Ledger Summary))
(Smart Contract Service - Financial Ledger)
(Premium Finance - Premium Finance Agreement Management)
(Component - Account Management)
Creates (Outbound Correspondence - Non-Financial MTA Confirmation Document)
contains (Account - Account Notes)
contains (Account - Policy)
(CEO - Company Position in Market)
(Direct Integrations - Account Renewal)
Updates (Non-financial MTA - Customer)
(PAM - Broker)
(Company valuation - £2b Loan Book)
Triggers (Broker Sales Team - Broker Onboarding)
(Broker Reporting - Broker Reporting)
(Brokers and Strategic Partnerships - Broker Training)
(I want to join Premfina as a client - Broker)
(Broker - Software House Management)
(Technical Onboarding Team - Change Request Form)
(Broker Sales Team - I want to make changes to a broker record under my jurisdiction)
Specializes (Broker Notifications - Broker Reporting)
(Thought Machine Vault - Smart Contract Service)
(Premium Finance Agreement Management - Agreement Provision)
(Digital Correspondence - Email)
(Broker Record Management - Broker Record Management)
(Brokers and Strategic Partnerships - Broker Payouts)
(Pend Cancellation - Cancellations)
(Account Management Services - Financial MTA)
(Teams - Customer and Client - Ardanis)
(Interfaces - Contact Centre)
(Phone - Broker Sales Team)
Owns (Digital Correspondence - SMS)
(Digital Correspondence - SMS)
(Front End Services - Account Services)
(Account Management - Refunds)
(Company Position in Market - £2b Loan Book)
(Broker Sales to Customers - Identify and remediate where brokers are not meeting targets)
(Account Management Services - Refunds)
(I want to ensure my customers are receiving an excellent quality of service and can be escalated if needed - Broker)
(Account Onboarding - Customer Initiation)
(Direct Integrations - Account Onboarding)
(Broker Services - Broker Notifications)
Specializes (Real-time (API) Integration - Software Houses)
(Real-time (API) Integration - Broker)
(Customer Onboarding - Customer Initiation)
(Account Financials - Refunds)
(Agreement Renewal - Account)
(Identify brokers using multiple providers - Extending contracts and increased commitments)
(Services and Data - Account Cancellation)
Reads (Customer - Email)
(Broker - Broker Support)
Creates (Customer Initiation - Customer)
Signs (Customer - Agreement Contract)
Performs (Customer Services - Customer Verification Checks)
(MTA - Account)
Uses (Broker Onboarding - Broker Onboarding Form)
(Account Financials Management - Payment Schedule)
(Cancellations - Account Cancellation)
(Front End Services - Payment Services)
Performed On (Financial MTA - Account)
(Support - Financial Management and Payroll)
(Arrears Management - Account)
(A new Premium Finance Agreement has been created for a customer who does not exist - Account Onboarding)
(Broker Sales - I want to ensure that prospective clients choose to work with us over our competitors)
(Technical Onboarding Team - Broker Scheme Management)
(Digital Correspondence - Outbound Communications)
owns (Customer - Account)
Triggers (Broker Onboarding - Broker Access Management)
(Premium Finance - Financial Reconciliation and Reporting)
(Batch Integration - Broker)
(Broker - Pricing and Commission Management)
(Software Houses - Account Renewal)
(PAM - Financial MTA)
(Technology - Application Support)
(Account Financials Management - Account Parameters)
(Account Management Services - Get Account)
(Renewals - Account Renewal)
(Broker Scheme Management - Broker Scheme Management)
(Broker Direct Integrations - Customer Finance Agreement Management)
(Identify brokers due for renewal - Extending contracts and increased commitments)
(Customers - Customer Record Management)
(Account Financials - Account Financials Management)
(Direct Integrations - Broker)
(Broker Sales Team - Market Analysis)
(Provide NTU - Cancellations)
Specializes (Real-time (API) Integration - Direct Integrations)
(I want to increase revenue streams from exisiting brokers - Broker Sales Team)
(Outbound Communications - Customer)
Creates (Broker Onboarding - Scheme Bible)
(Broker Relationship Management - Identify brokers using multiple providers)
(Brokers meeting committed loan goals - £2b Loan Book)
Realises (Digital Correspondence - Digital Correspondence)
template of (Scheme Bible - Account)
(Support - Sales & Marketing)
(Broker Record Management - Broker)
Triggers (Renewals - Outbound Correspondence)
Performs (Broker Sales Team - Broker Relationship Management)
(Brokers and Strategic Partnerships - Broker Account Management)
(Broker - Insurer Management)
(Leadership and Strategy - Change Management)
(Key - Exists and meets desired standard)
(Technology - Pipeline and Release Management)
(Customer - Vulnerable Customer Management)
(Environmental - Funding Facilities)
(Customers - Credit Risk Management)
(Account - Customer Support)
(Customer - Customer Support)
(Phone - Broker)
Triggers (Account Creation - Outbound Correspondence)
(Leadership and Strategy - Market Analysis)
(Customer Management - Customer Record Management)
Runs (Account Management - Renewals)
(Broker Direct Integrations - Direct Integrations)
(SMS - Customer)
(Broker Account Management - Broker Support)
manages (Account - Broker)
(Non-financial MTA - Non-financial MTA)
(Account Management - Account Management Services)
Creates (Broker Onboarding - Broker)
(Broker Services - Broker Record Management)
(Reverse Pended Cancellation - Cancellations)
(Customer Services - Customer)
(Customer Management - Customer Onboarding)
(Broker Relationship Management - Broker)
(Freshservice - Broker)
(Teams - Payments and Finance - Internal)
(Account Management Services - Default Cycle)
(Broker Sales Team - I want to ensure that prospective clients choose to work with us over our competitors)
(Leadership and Strategy - Business Vision and Design)
Updates (Account Management - Smart Contract Service)
(Technology - Performance Monitoring & Management)
(Technology - Solution Architecture & Design)
Creates (Outbound Correspondence - Agreement Contract)
(Broker Sales Team - Broker Relationship Management)
uses (Account Management - Cancellation)
(Premium Finance Agreement Management - Agreement Renewal)
owns (Cancellations - Cancellation)
(Physical Correspondence - Post)
(PAM - Account Cancellation)
(Broker Reporting - Broker Reporting)
(Software Houses - Account Cancellation)
(I want to be able to view and interact with my customer's account information online - Broker)
(Broker Services - Broker Onboarding)
(Technology - Application Development and Testing)
(Software Houses - Non-financial MTA)
(Broker Access Management - Broker Account Management)
(Account Management Services - Default Management)
(Freshservice - Broker Sales Team)
(Brokers and Strategic Partnerships - Broker Reporting)
(Customer - Customer Record Management)
(Components - Account Management)
(Account Services - Account Financials)
(Leadership and Strategy - Internal Reporting & Intelligence)
Creates (Account Creation - Account)
(Drivers - Wish to provide return premium)
(Teams - Vacuum Labs)
(Physical Correspondence - Outbound Communications)
(Refunds - Ongoing Agreement Servicing)
(Components - Account Financials)
(New Customer Verification - Account Cancellation)
Specializes (Batch Integration - Direct Integrations)
(PAM - Non-financial MTA)
(Account - Account)
(Customer - Complaints Management)
Runs (Document Services - Digital Correspondence)
(Broker - Broker Relationship Management)
(Shortfall Management - Arrears Management)
(Technical Onboarding Team - Broker Record Management)
(Agreement Provision - Account)
(Finance - Financial Reconciliation and Reporting)
(Account Management Services - Preferred Payment Date)
(Information to inform management decisions - Broker)
(Brokers and Strategic Partnerships - Outsourced Services)
(Customer - Customer)
(Broker Account Management - Pricing and Commission Management)
(Leadership and Strategy - Business Funding Management)
(A new customer is onboarded and needs to be verified to accept the finance agreement - Customer Initiation)
Flows (Broker Reporting - PAM)
(Account Renewal - Agreement Renewal)
(Email - Email)
represents (Agreement Contract - Account)
(Finance - Broker Payouts)
(I want to ensure my clients do not leave for a competitor - Broker Sales Team)
(Face to Face / Teams Meetings - Broker)
Performed On (New Customer Verification - Customer)
(Customer - Bank Account)
(Account - Broker Reporting)
Updates (Customer Management - Non-financial MTA)
(Software Houses - Broker)
(Teams - Customer and Client - Internal)
(Contact Centre - Account Cancellation)
(Services and Data - Account)
(Interfaces - PAM)
(Transaction Management & Balances - Ongoing Agreement Servicing)
Creates (Digital Correspondence - Email)
(Account Onboarding - Agreement Provision)
(Broker Relationship Management - Identify brokers due for renewal)
(Components - Smart Contract Service)
(Acquisition of new brokers - £2b Loan Book)
(Cancellations - Customer)
runs (Account Management - Cancellations)
(Account Management Services - Next Collection Override)
Owns (Physical Correspondence - Letter)
contains (Account - Transactions)
(Financial Reporting - Financial Reconciliation and Reporting)
(Broker Network Management - Broker Network Management)
(Broker - Broker)
(Broker Account Management - Broker Onboarding)
(Customer Management - Non-financial MTA)
(Brokers and Strategic Partnerships - Bespoke Solutions)
(PAM - Account Renewal)
Runs (Account Management - Financial MTA)
Signs (Broker - Broker Contract)
Triggers (Financial MTA - Outbound Correspondence)
(Broker Onboarding - Scheme)
Creates (Account Onboarding - Account)
(Customer Management - Contract Management)
(Brokers and Strategic Partnerships - Broker Network Management)
Serves (Customer Verification Checks - Credit Team)
(Outbound Communications - Document)
(Interfaces - Direct Integrations)
(Customer Onboarding - Customer Verification Checks)
(Financial MTA - Financial MTA)
Influences (Customer - An Insurance Policy is due for renewal)
(Application Service - Cancellation)
(Broker Sales Team - Broker Contract)
(Brokers and Strategic Partnerships - Customer Finance Agreement Management)
(Customer - I need to make a change to a customer record)
(Leadership and Strategy - Product and Proposition Development)
(Technology - Data Management)
(Customer Initiation - New Customer Verification)
(Front End Services - Finance Services)
(I want to ensure I am receiving an excellent quality of service - Broker)
(Customers - Outbound Communications)
(Broker - Broker Payouts)
(Account Management Services - Account Creation)
(Broker - Wish to provide return premium)
(Credit Team - Credit Underwriting)
(Broker Training - Broker Training)
Influences (Customer - My customer has just signed up to an insurance policy and needs a premium finance agreement)
(Key - Non-existant or sub-optimal)
(Broker Record Management - Broker Sales Team)
(Broker Commission Management - Pricing and Commission Management)
(PAM - Account Onboarding)
Fills Out (Broker - Broker Onboarding Form)
(Component - Smart Contract Service)
(Technology - End User Device Management)
(Leadership and Strategy - Business Analysis)
(Premium Finance - Collections and Payment Processing)
(There has been a change to a policy that impacts the agreement value - Broker)
(Market Analysis - Expand into other markets)
(Broker - Broker Account Management)
(Broker Finance Reconciliation - Broker Payouts)
Runs (Account Management - Account Creation)
(Internal Reconciliation - Financial Reconciliation and Reporting)
(Software Houses - Financial MTA)
(Outbound Communications - Account)
(Post - Customer)
(Cancellation Quote - Cancellations)
Runs (Document Services - Physical Correspondence)
(Scheme Bible - Scheme)
(Recurring Payment Collections - Collections and Payment Processing)
(Front End Services - Document Services)
(Broker Relationship Management - Identify and acquire new strategic partnerships)
(Brokers and Strategic Partnerships - Broker Relationship Management)
performs on (Account Cancellation - Account)
(Contact Centre - Non-financial MTA)
(Broker Scheme Management - Scheme)
(Account Management Services - Reinstatements)
(Email - Customer)
Triggers (Broker Notifications - Email)
Owns (Digital Correspondence - Email)
(Broker - Broker Training)
(Broker Onboarding - Broker Onboarding)
(Brokers meeting committed loan goals - £X of committed volumes are not realised)
(Broker Record Management - Broker)
(I am interested in Premfina's offering and want to learn more - Broker Sales)
(Broker Scheme Management - Scheme Bible)
(Identify and remediate where brokers are not meeting targets - Brokers meeting committed loan goals)
(Account Financials Management - Balances)
(Account Services - Smart Contract Service)
(Broker Record Management - Broker Account Management)
(Broker Payouts Management - Broker Payouts)
(Ongoing Agreement Servicing - Account)
(Technical Onboarding Team - Freshservice)
(Broker - I want to make changes to a broker record under my jurisdiction)
(Software House Integrations - Software Houses)
(ROI Delivery - Expand into other markets)
(Contact Centre - Broker Support)
(Account Cancellation - Ongoing Agreement Servicing)
(Market Analysis - Identify and acquire new strategic partnerships)
(Broker Pricing Management - Pricing and Commission Management)
(Direct Integrations - Financial MTA)
(Insurer Risk Management - Insurer Management)
(A customer needs to be informed of something on their account or customer record - Customer Services)
Creates (Customer Onboarding - Customer)
(I am interested in Premfina's offering and want to learn more - Broker)
develops (Customer and Client - Internal - Cancellations)
Realizes (Broker Integration Services - Software House Integrations)
(Payment - Customer Support)
Triggers (Broker Sales - Broker Onboarding)
Creates (Physical Correspondence - Letter Content)
(Broker - My customer has just signed up to an insurance policy and needs a premium finance agreement)
(Direct Integrations - Non-financial MTA)
Specializes (Batch Integration - Software Houses)
(Account Management Services - Cancellations)
(Identify and acquire new strategic partnerships - Acquisition of new brokers)
(Broker Sales Team - Broker Sales to Customers)
(Payment Management - Collections and Payment Processing)
(Contact Centre - Customer Support)
(Broker Relationship Management - Broker Relationship Management)
(Financial MTA - Credit Underwriting)
(Power BI - Broker Reporting)
(Face to Face / Teams Meetings - Broker Sales Team)
(Support - Supplier Management and Procurement)
(Broker Sales Team - Broker Onboarding Form)
Triggers (Customer Services - Document Services)
(Interfaces - Software Houses)
(There has been a change to a policy that impacts the agreement value - Customer)
(Broker Onboarding Process - Broker Onboarding)
(Policy Administration Management (PAM) - PAM)
contains (Account - Balances)
(Broker - Broker Network Management)
(Direct Integrations - Account Cancellation)
(Cancellation - Account)
(Environmental - Broker Sales to Customers)
(Wish to cancel Loan Agreement - Broker)
(Key - Exists and needs improvement)
(Broker - Customer Finance Agreement Management)
(Account Management Services - Write-Offs)
Uses (Account Management - MTA)
(Drivers - Wish to cancel Loan Agreement)
(Freshservice - Change Request Form)
(Broker Scheme Management - Broker Record Management)
(External Actors - Customer)
(Customer - Wish to cancel Loan Agreement)
(Financial MTA - Ongoing Agreement Servicing)
(Broker - I want to use an on-the-market policy system to manage my customer's accounts with Premfina)
(Want to understand what is happening on a customer's accounts - Broker)
Creates (Digital Correspondence - SMS)
(External Actors - Broker)
(Technology - Security)
(Direct Debit Mandate - Bank Account)
(Policy Administration Management (PAM) - Customer Finance Agreement Management)
Performs (Credit Team - New Customer Verification)
Creates (Outbound Correspondence - Confirmation of MTA Document)
(Account Management Services - Policy Management)
(Customer Management - Customer Initiation)
(Customer Support - Complaints Management)
(Letter Content - Letter)
(Customer Verification Checks - New Customer Verification)
(Broker - Bespoke Solutions)
(Broker Services - Broker Scheme Management)
(Broker - Outsourced Services)
(Customer Support - Vulnerable Customer Management)
(Cancellations - Broker)
Triggers (Non-financial MTA - Outbound Correspondence)
(Customer Finance Agreement Management - Account)
Performed On (Non-financial MTA - Customer)
(Credit Underwriting - Credit Risk Management)
(Broker - Broker Reporting)
Serves (Broker - Customer)
(Broker Risk Management - Broker Onboarding)
(Contact Centre - Complaints Management)
(Email - Broker)
(Premium Finance Agreement Management - Ongoing Agreement Servicing)
Owns (Broker Reporting - Reports)
(Application Service - Cancellations)
(Customer - Credit Risk Management)
(Account Management Services - Early Settlement)
(Expand into other markets - Acquisition of new brokers)
(Support - Legal & Compliance)
(Software Houses - Account Onboarding)
Owns (Account Onboarding - Agreement Contract)
(Leadership and Strategy - Investor Management)
Owns (Financial MTA - MTA)
(CEO - Company valuation)
(Support - HR)
Owns (Broker Notifications - Reports)
(Bank Account - Account)
Reads (Customer - SMS)
Reads (Customer - Letter)
(Renewals - Account)
Realizes (Broker Integration Services - Broker Direct Integrations)
(Broker - I want to use my bespoke policy system to manage my customer's accounts with Premfina)
Creates (Account Renewal - Account)
(Email - Broker Sales Team)
(Extending contracts and increased commitments - £2b Loan Book)
Owns (Account Renewal - Agreement Contract)
develops on (Customer and Client - Internal - Account Management)
(Broker - An Insurance Policy is due for renewal)
(Account Management Services - Renewals)
(Front End Services - Broker Services)
Impacts (Customer Verification Checks - Account)
(Contact Centre - Broker)
(Broker Onboarding - Broker Onboarding)
(Account Creation - Account Onboarding)
Performed On (Customer Verification Checks - Customer)
(Broker Notifications - Broker Notifications)
(Broker - Broker Onboarding)
(Customers - Customer Support)
(Premium Finance - Arrears Management)
(Cancellation Request - Cancellations)
(Contact Centre - Financial MTA)
(Insurer Record Management - Insurer Management)
Updates (Customer Management - Smart Contract Service)
(Account Financials Management - Refunds)
(Broker Onboarding - Broker)
(Financial MTA - Credit Underwriting)
(Broker Sales - Broker Relationship Management)
(PAM Portal - Policy Administration Management (PAM))
(Front End Services - Customer Services)
(Software House Integrations - Software House Management)
(Broker - I need to make a change to a customer record)
(Account Management Services - Forbearance)
(Resume Pended Cancellation - Cancellations)
(Ad-hoc Collections - Collections and Payment Processing)
(Payment - Collections and Payment Processing)
(A customer needs to be informed of something on their account or customer record - Account Services)
(Brokers and Strategic Partnerships - Insurer Management)
(Debt Collection - Arrears Management)
(Contact Centre - Vulnerable Customer Management)
(Physical Correspondence - Physical Correspondence)
Performs (Broker Sales Team - Broker Sales)
(SMS - SMS)
performed on (Cancellations - Account)
Performs (Business Operations Team - New Customer Verification)
serves (Front End Services - Broker)
(Account Services - Account Management)
(Technology - Infrastructure Management)
(Default Management - Arrears Management)
(Customer fails verification - New Customer Verification)
Triggers (Account Services - Document Services)
Front End & SWH Integration
Finance
4. Service Architecture
Internal Reconciliation
Financial Reporting
Accounts
1. Business Architecture
Conceptual Data Model
Team Alignment View
3. Technology Architecture
Infrastructure View
4. Service Architecture
Financial MTA
2. Application Architecture
Financial MTA Process View
1. Business Architecture
Financial MTA Business Architecture
Refunds
Account Onboarding
1. Business Architecture
Account Onboarding Business Architecture
Account Cancellation
2. Application Architecture
Cancellation Process View
Cancellation Logical Data Model
Cancellation Service View
Transition Architecture
Z. To-be Architecture
1. Transition Architecture 1
2. Transition Architecture 2
0. Roadmap
1. Business Architecture
Cancellations Business Architecture
Processes
Cancellation Quote
1. Transition Architecture 1
2. Transition Architecture 2
Account Renewal
1. Business Architecture
Account Renewal Business Architecture
2. Application Architecture
Overall Service View
Documents & Letters
4. Service Architecture
Outbound Communications
1. Business Architecture
Physical Correspondence Layered View
Digital Correspondence Layered View
Customers & Credit
4. Service Architecture
Contact Centre
Non-Financial MTA
1. Business Architecture
Non-Financial MTA Business Architecture
New Customer Verification
1. Business Architecture
New Customer Verification Business Architecture
Customer Initiation
1. Business Architecture
Customer Initiation Business Architecture
Brokers
4. Service Architecture
Broker Reporting
1. Business Architecture
Broker Reporting Business Architecture
Broker Onboarding
1. Business Architecture
Broker Onboarding Layered View
Broker Access Management
1. Business Architecture
Broker Access Management Business Architecture
Broker Direct Integrations
1. Business Architecture
Broker Direct Integrations Business Architecture
Policy Administration Management
1. Business Architecture
Policy Administration Management Business Architecture
Broker Relationship Management
1. Business Architecture
Broker Relationship Management Business Architecture
Broker Sales Business Architecture
Software House Integrations
1. Business Architecture
Software House Integrations Business Architecture
Broker Record Management
1. Business Architecture
Broker Record Management Business Architecture
Z - Enterprise
Overall Solution Architecture
1. Transition Architecture 1
2. Transition Architecture 2
Z. To-Be Architecture
Z1. Domain Integration View
0. Roadmap
Strategic Architecture
Capabilities
Customers Capability Alignment
Premium Finance Capability Alignment
Brokers & Strategic Alignment Capability Alignment
Capability Map
Team Structure View
Motivation View
Value Stream
SWOT Analysis
Capability to Domain Alignment
Team Architecture
Business Systems
Catalyst
App Support
Platform
Customer & Client Internal
Delivery
Payments & Finance Internal
Customer & Client Ardanis
Credit
Contact
Payments & Finance Ardanis
SRE
Finance
Payments
4. Service Architecture
Payment Management
Default Management
Shortfall Management
Recurring Payment Collections
Ad-hoc Collections
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