Global version
- Combines your own sub-ledger information with information from D&B
- Monthly data updates from D&B, direct updates from your own sub-ledger as required
- Alarm signals – provides information on important changes in your portfolio
- Contains data from the entire world
Portfolio Manager has 4 main functions.
Risk analysis
- Calculate the expected credit loss in the portfolio in the next 12 months
- Display the risk distribution in the portfolio
- Display the biggest individual risks of credit loss or late payment
Group analysis
- Display total exposure per group
- Display calculated credit loss per group
- Display the entire group to find unexploited sales potential
Segmentation analysis
- Enable segmentation of the portfolio from several aspects
- Display distribution per risk class
- Display distribution per geographic region
- Display distribution per sector
- Display distribution per legal form, age and size of existing customers
Change reports
- Display changes in customers each month