Case assignment
Score debt age, value, history, and collector performance to route each case to the right owner.
- Weighted assignment
- Visible ownership
Industries · Banking and finance
Intelligent collections.Smarter outcomes.
Replace scattered collection activity, paperwork, and delayed field updates with one governed case workflow, a complete audit trail, and an ERPNext finance core.
- Recovery improvement
- Up to 35%
- Reference outcome
- Operational cost reduction
- Up to 40%
- Reference outcome
- Paperwork elimination
- 100%
- Reference operating model
What the stack resolves
From fragmented follow-up to a controlled collection operation.
Collection performance depends on assignment, evidence, and supervision working as one process.
Compliance and audit
Record contacts, promises, escalations, and status changes in a complete chronological case history.
- Action audit trail
- Exportable records
Portfolio control
Track recovery, aging, promises, workload, and collector performance without waiting for disconnected reports.
- Portfolio visibility
- Supervisor dashboards
Example connected workflow
Assign, act, and reconcile in one case history.
The platform links portfolio strategy to every collector action and its financial result.
01 · Portfolio
Prioritize
Prioritize the portfolio and assign cases using agreed scoring and workload rules.
- Case queue
- Assignment rationale
02 · Operations
Collect
Capture calls, visits, commitments, documents, and escalations against the same case.
- Action history
- Promise-to-pay status
03 · Finance
Reconcile
Reflect receipts, exceptions, and portfolio performance in ERPNext finance and reporting.
- Reconciled payment
- Management visibility
Recommended stack
A collection platform backed by an accountable finance core.
The collections workspace and finance foundation have separate responsibilities but one operating record.
Money collection solution
LavaMCS
The governed workspace for collection teams.
Case assignment, action tracking, collector dashboards, and on-premise deployment for controlled recovery operations.
Finance foundation
ERPNext Implementation
The system of record behind the portfolio.
Configure finance, entities, permissions, reporting, and operational ownership through an accountable ERPNext programme.
Operating boundary
Governance is part of the scope, not a later add-on.
Security, regulatory reporting, data residency, templates, integrations, and recovery metrics remain institution-specific.
Banks and financial institutions
Supports regulated portfolio operations and multi-template reporting requirements.
- Reference: 30+ bank templates
- Scope: institution controls
Collection agencies
Coordinates high-volume case ownership, field actions, and collector performance.
- Reference: 10M+ records
- Scope: team and portfolio model
Credit organizations
Keeps credit follow-up, commitments, and audit evidence connected to the receivable.
- Reference contexts: AbouShady and Paysky
- Outcomes require engagement-specific validation
Scope the collection operation
Make every case visible, owned, and auditable.
Share your portfolio, users, current systems, data-residency needs, reporting obligations, and collection model.