Documentation Index
Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt
Use this file to discover all available pages before exploring further.
Relationship workbench and interaction history
Customer 360 workbench
The workbench surfaces:- customer master profile
- relationship hierarchy
- accounts and balances
- loan positions and schedules
- pending approvals
- cases and tasks
- recent communications
- open pipeline items
- contextual offers and warnings
Routing and queueing
Finpace supports routing based on:- customer value
- assigned RM
- language
- skill profile
- service type
- urgency
- complaint or payment-risk indicators
Interaction event history
Every interaction can be written as an event with:- channel
- interaction type
- purpose
- outcome
- agent
- timestamp
- linked customer
- linked product or arrangement
- linked case or task
- recording or transcript reference where applicable
CTI and screen-pop
Telephony and chat platforms can:- perform customer lookup
- preload customer context
- open the workbench on inbound events
- attach interaction outcomes back to the customer event history