Financial Risk Management
Pipefy’s Financial Risk Management template was designed to support decisions related to the selection of customers with whom to work, improving agility and efficiency in the decision-making process and preventing pending credit with customers on default.Use template now
See how this template is structured. As this is just an example, you can customize it.
1. Organization’s name
2. Identifying document
3. Contact number
5. Process ID
- Due date
- Top Priority
- Low Priority
1. Evaluation for potential client’s of debt paying capacity based on credit records.
This step ensures that you minimize the risk of having pending credit with default clients.
2. Credit analyst
3. Payment method
-Credit card installment
4. What is the credit analyst’s suggested credit limit?
1. Does the organization have any legal payment restrictions?
2. Is the credit amount suggested by the analyst approved by the Finance Department?
3. Maximum approved credit amount
What is the biggest credit amount approved by Finance Department?
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