SERVER SOLUTION
- CIB documentServer
Die serverbasierte Lösung für die Erstellung und performante Verarbeitung von Massendokumenten.
- CIB transactProf
Your central portal for simple and efficient billing processes
- A web portal specializing in real estate companies
- Process-controlled and semi-automated use cases
- Automatic billing under control
- Web-based via the Internet browser
- Data protection, legal and data security
The manager for real estate management
The web-based order portal provides a central, secure and user-friendly platform for real estate agents that efficiently maps many relevant use cases.
The portal is used, among other things, for managing brokerage invoices and commissions in the field of real estate trading.
Process automation is in here: Automate billing with CIB seven!
Our BPM engine CIB seven handles recurring use cases efficiently, process-driven, and securely.
Functions
Order management
Orders are transferred from upstream systems to the portal via an API interface. The clerk can check and process the order data.
Automatic validation
Before processing by the clerk, the data is automatically checked, which successively reduces the manual effort.
Process control
The workflow is controlled via integrated process templates that are maintained centrally and provided in a standardized manner.
Privacy Policy
Personal data is only stored in the system during processing. No further storage takes place after transfer to post-processing systems.
Document generation
Documents are generated for specific output channels and forwarded to the corresponding recipients.
Use cases with CIB transactProf
- Incoming mail
- Omnichannel outgoing mail
- Monthly billing
- Statistics
- Master data maintenance
- Order processing
- Invoice processing
- Commission payment
- Debt collection and legal prosecution
- Brokerage fee request
- Reminder and enforcement order
- Seizure
- Statement of assets
- Insolvency proceedings
- Instalment payment agreement
- Interest and dunning fee registration
- Claim and claim status
- Court hearing and judgment
Processes in the order portal
Automated processes enable clear structuring and automation of workflows.
Order process
Brokerage requests are automatically created as new orders. After approval, separate invoicing and commission processes are started.
Invoicing process
A process instance creates, sends and monitors the payment of an approved invoice. If an invoice is canceled, a new instance is started for the corrected invoice.
Commission process
A separate process instance is started for each commission, which maps the payment and new requirements such as advance payments or discounting.
Dunning process
The dunning process is triggered by a dunning run that checks outstanding invoices based on criteria such as key dates and grace periods.
Shipping process
Documents are sent via the existing output channels.
Collection process
For orders whose invoice is being collected, a collection process is started that contains freely selectable actions.
Waiting, escalation and resubmission
If orders are rejected or invoices are overdue, a follow-up process is started.
The submitter and the switching center are informed by e-mail, and after a waiting period the task is reminded as a resubmission.
Regular payments and tasks
Payments of order-independent advances (familiarization credit) to settlement offices (commercial agents) are included in the order system.
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ONLINE MAILING
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