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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start Form

  1. Organization’s name
  2. Identifying document
  3. Contact number
  4. Priority
  5. Process ID

Credit Analysis

  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
    • Money
    • Credit card installment
    • Check
    • Bank transfer
  4. What is the credit analyst’s suggested credit limit?

Credit Evaluation

  1. Does the organization have any legal payment restrictions?
    • Yes
    • No
  2. Is the credit amount suggested by the analyst approved by the Finance Department?
    • Yes
    • No
  3. Maximum approved credit amount
    • What is the biggest credit amount approved by Finance Department?

Credit Approved

Credit Rejected

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