Loading Completed
Confirm close
You are about to discard your unsaved changes.
Cancel
Discard
Save
Ms. Connor
Sara J Connor
1
Owner- In Collections
Contact information
Callback
617-374-9637
Email
tinku.lalwani@in.pega.com
Customer Summary
Open cases
0
Active accounts
3
Relationship
Churn risk
High
Lifetime value
Platinum
Hello, Ms. Connor, I see that you are behind in your payments. Can I help you with that?
Engage; Take your time
Confirm close
You are about to discard your unsaved changes.
Cancel
Discard
Save
Ms. Connor, I notice a recent request that may be a duplicate that I’ll review with you.
Potential duplicate cases
(S-51026)
Cancel Assistant
Duplicate Cases
Select one or more duplicate cases and select Resolve as duplicate, or select Ignore & continue.
Label
Notes
Select
Case ID
Contact name
Description
Account number
Created on
Status
S-51027
Ms. Sara J Connor
Account address change
1234500078963456
Oct 20, 2023
Pending-Intake
S-51025
Ms. Sara J Connor
Account address change
1234500078963456
Oct 19, 2023
Pending-Intake
S-51024
Ms. Sara J Connor
Account address change
1234500078963456
Oct 16, 2023
Pending-Intake
Ignore & continue
Resolve as duplicate
Close
Customer Inquiry
Account
Account number
1234500078963456
Available balance
$5,226.32
Payment date
Dec 11, 2021
Minimum payment
$95.00
Account type
Credit card
Account owner
Sara Connor
Address
01 KrishnaVilla
01 KrishnaVilla , USA 02148
Edit
Status
Active
Last statement date
Oct 17, 2021
Next statement date
Nov 16, 2021
Last payment amount
$110.00
Last payment posted
Nov 6, 2021
YTD payments
$1,123.19
Available balance
$5,226.32
Avg monthly balance
$7,539.22
Account open date
Aug 5, 2014
Collection case details
Collection case ID
C-4016
Collection case status
Pending-Response
Collections opened on
Aug 16, 2022
Original amount due
Recent tasks
Account address change
S-51027
Pending
Account address change
S-51026
Pending
Account address change
S-51025
Pending
Account address change
S-51024
Pending
Account address change
S-51018
Pending
Recent interactions
History
Phone call
I-59022
Oct 20, 2023
NPS: 8
Phone call
I-59021
Oct 20, 2023
NPS: 8
Phone call
I-59020
Oct 19, 2023
NPS: 8
Phone call
I-58912
Oct 16, 2023
NPS: 8
Phone call
I-56025
Oct 13, 2023
NPS: 8
Statements
View all
Month
Enter to sort
Start balance
Enter to sort
End balance
Enter to sort
Sep 2021
$35,545.00
$30,021.22
Aug 2021
$30,021.22
$36,547.02
Transactions
View all
Date
Transaction id
Merchant
Amount
Nov 06
2183
Volkswagen Finance
$259.97
Oct 03
2083
Torento Auto Finance
$349.87
Oct 02
2089
Volvo Auto Parts
$129.74
Aug 02
1029
North Western Power Supply
$29.74
Authorized contacts
Sara J Connor
Role:
Owner
{"ID":1,"p":1,"Initial":{"D_Account_Transactions_pa11261647964797685pz":{"pxResults(1)":{"TransactionId":"2183"},"pxResults(2)":{"TransactionId":"2083"},"pxResults(3)":{"TransactionId":"2089"},"pxResults(4)":{"TransactionId":"1029"}},"D_CPMPortalContext":{"pzPageScope":"Requestor","DashboardRefreshDateTime":"20231020T171333.817 GMT","pyID":"I-52028"},"D_Collections_pa11261647868087402pz":{"pzInsKey":"PEGACA-WORK-SERVICE C-4016"},"D_InteractionHistory_pa11255544595772809pz":{"pzPageScope":"Requestor","pxResults(1)":{"CobrowseAPIKey":"","SessionCode":"","pyID":"I-59022","pzInsKey":"PEGACA-WORK-INTERACTION I-59022"},"pxResults(2)":{"pyID":"I-59021","pzInsKey":"PEGACA-WORK-INTERACTION I-59021"},"pxResults(3)":{"pyID":"I-59020","pzInsKey":"PEGACA-WORK-INTERACTION I-59020"},"pxResults(4)":{"pyID":"I-58912","pzInsKey":"PEGACA-WORK-INTERACTION I-58912"},"pxResults(5)":{"pyID":"I-56025","pzInsKey":"PEGACA-WORK-INTERACTION I-56025"}},"D_Interaction_pa11261641897787928pz":{"pzPageScope":"Requestor","Account":{"AccountNumber":"1234500078963456"},"AccountNumber":"1234500078963456"},"D_ServiceItemsCount_pa11255562987636178pz":{"pzPageScope":"Requestor","SearchCaseText":""},"D_ServiceItemsHistory_pa11255562724131214pz":{"pzPageScope":"Requestor","pxResults(1)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51027"},"pxResults(2)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51026"},"pxResults(3)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51025"},"pxResults(4)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51024"},"pxResults(5)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51018"}},"Declare_CAApplicationSettings":{"pzPageScope":"Requestor","AddressChangeServiceClass":"PegaCA-Work-Service-AddressChange","ChildInteractionClass":"PegaCA-Work-Interaction-Sub"}},"Values":{},"Pages":[],"AddRemove":[],"WatchRemoved":[],"RequestorWatchRemoved":[]}
Overview
Customer account summary
Account
Enter to sort
Status
Enter to sort
Type
Role
Enter to sort
Balance
Enter to sort
Payment
Enter to sort
Account
Enter to sort
Status
Enter to sort
Type
Role
Enter to sort
Balance
Enter to sort
Payment
Enter to sort
1234500078963456
Active
Credit Card
Owner
$5,226.32
$95.00
12457890
Active
Checking
Owner
$17,654.89
$562.00
6543210023
Active
30 yr. Mortgage
Co-Owner
$429,652.78
$2,982.10
Customer timeline
Service
Sales
Show last:
24hr
1w
1m
3m
6m
1y
No data to display in the selected range
Recent tasks
Account address change
S-51027
Pending
Account address change
S-51026
Pending
Account address change
S-51025
Pending
Account address change
S-51024
Pending
Account address change
S-51018
Pending
Account address change
S-51017
Pending
Account address change
S-51016
Pending
Account address change
S-51015
Pending
Account address change
S-51014
Pending
Account address change
S-51013
Pending
Recent interactions
History
Phone call
I-59022
Oct 20, 2023
NPS: 8
Phone call
I-59021
Oct 20, 2023
NPS: 8
Phone call
I-59020
Oct 19, 2023
NPS: 8
Phone call
I-58912
Oct 16, 2023
NPS: 8
Phone call
I-56025
Oct 13, 2023
NPS: 8
Community posts
There are no posts
Opportunities
Long Range Alert Sensors for Sara Connor
($20000)
10%
- Closing
1yr 11mon ago
Stage:
Qualification
Wireless Garage Tilt Sensors for Sara Connor
($25000)
10%
- Closing
1yr 8mon ago
Stage:
Qualification
Smoke Detection Systems for Initech solutions
($37000)
90%
- Closing
2yr 5mon ago
Stage:
Negotiation
Leads
for Sara Connor
Marketing Qualified -1-Hot
Owner:
Dan Percival
Sales activities
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send proposal documents
Jun 24, 2023
Outcome:
Accepted
Send Product catalog
Jun 19, 2023
Outcome:
Noted the action items
Send Product catalog
Jun 19, 2023
Outcome:
Noted the action items
{"ID":1,"p":1,"Initial":{"CommunityOperator":{"UserID":""},"D_CRMActivitiesByContact_pa11261651655270473pz":{"pxResults(1)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE53"},"pxResults(2)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE53"},"pxResults(3)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE53"},"pxResults(4)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE53"},"pxResults(5)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE53"},"pxResults(6)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE53"},"pxResults(7)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE53"},"pxResults(8)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE53"},"pxResults(9)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE49"},"pxResults(10)":{"OfferChannelIcon":"pi pi-phone-in-solid pi-mini","pzInsKey":"UPLUS-SAPLUS-WORK-TASK CA-SAMPLE49"}},"D_FetchContactInteractions_pa11261651478346288pz":{"pxResults(1)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51027"},"pxResults(2)":{"pzInsKey":"PEGACA-WORK-INTERACTION I-59022"},"pxResults(3)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51026"},"pxResults(4)":{"pzInsKey":"PEGACA-WORK-INTERACTION I-59021"},"pxResults(5)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51025"},"pxResults(6)":{"pzInsKey":"PEGACA-WORK-INTERACTION I-59020"},"pxResults(7)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51024"},"pxResults(8)":{"pzInsKey":"PEGACA-WORK-INTERACTION I-58912"},"pxResults(9)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51018"},"pxResults(10)":{"pzInsKey":"PEGACA-WORK-INTERACTION I-56025"}},"D_InteractionHistory_pa11255541703721634pz":{"pzPageScope":"Requestor","pxResults(1)":{"CobrowseAPIKey":"","SessionCode":"","pyID":"I-59022","pzInsKey":"PEGACA-WORK-INTERACTION I-59022"},"pxResults(2)":{"pyID":"I-59021","pzInsKey":"PEGACA-WORK-INTERACTION I-59021"},"pxResults(3)":{"pyID":"I-59020","pzInsKey":"PEGACA-WORK-INTERACTION I-59020"},"pxResults(4)":{"pyID":"I-58912","pzInsKey":"PEGACA-WORK-INTERACTION I-58912"},"pxResults(5)":{"pyID":"I-56025","pzInsKey":"PEGACA-WORK-INTERACTION I-56025"}},"D_Interaction_pa11261641897787928pz":{"pzPageScope":"Requestor","TargetContactId":"UPLUS-SAPLUS-WORK-CONTACT SAMPLECON-1"},"D_SalesOpportunities_pa11250617228896420pz":{"pzPageScope":"Requestor","pxResults(1)":{"pzInsKey":"UPLUS-SAPLUS-WORK-OPPORTUNITY SAMPLEOPPIND-12"},"pxResults(2)":{"pzInsKey":"UPLUS-SAPLUS-WORK-OPPORTUNITY SAMPLEOPPIND-11"},"pxResults(3)":{"pzInsKey":"UPLUS-SAPLUS-WORK-OPPORTUNITY SAMPLEOPP-22"}},"D_ServiceItemsCount_pa11255560854620800pz":{"pzPageScope":"Requestor","SearchCaseText":""},"D_ServiceItemsHistory_pa11261642280912230pz":{"pzPageScope":"Requestor","pxResults(1)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51027"},"pxResults(2)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51026"},"pxResults(3)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51025"},"pxResults(4)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51024"},"pxResults(5)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51018"},"pxResults(6)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51017"},"pxResults(7)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51016"},"pxResults(8)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51015"},"pxResults(9)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51014"},"pxResults(10)":{"TargetContactId":"","pzInsKey":"PEGACA-WORK-SERVICE S-51013"}},"D_TimelineFilters_pa11255542101004412pz":{"pzPageScope":"Requestor","TargetContactId":"UPLUS-SAPLUS-WORK-CONTACT SAMPLECON-1"},"D_crmLeadsRelatedToContact_pa11261651613355936pz":{"pxResults(1)":{"pzInsKey":"UPLUS-SAPLUS-WORK-LEAD LEAD-1001"}},"Declare_CAApplicationSettings":{"pzPageScope":"Requestor","CRMLeadClass":"UPlus-SAPlus-Work-Lead-Ind","CRMOpportunityClass":"UPlus-SAPlus-Work-Opportunity-Ind"},"NoDataPage":{"pzInsKey":""}},"Values":{},"Pages":[],"AddRemove":[],"WatchRemoved":["NoDataPage",["pzInsKey"]],"RequestorWatchRemoved":[]}