Account Creation

At its core, CORTEX is capable of retrieving previously submitted orders, and efficiently extracting associated customer information. This feature is essential for managing ongoing customer interactions and maintaining up-to-date records.

An integral part of functionality is the ability to interact seamlessly with CRM applications. It can identify whether a customer already has an existing account within the CRM system and, if not, it has the capability to create a new account. This ensures that all customer information is centralised and easily accessible for future reference.

Another crucial aspect of CORTEX’s capabilities is payment processing. It can validate the payment method provided by the customer, ensuring that the payment details are accurate and up-to-date. This validation process is critical for maintaining financial accuracy and trust in transactions.

Risk and credit management is another feature that integrates with both internal systems like billing and credit control and external agencies to assess a customer’s risk and credit score. This assessment helps in making informed decisions, and if necessary, CORTEX can update the customer’s risk and credit score within the CRM system.

Order assessment is also a part of CORTEX’s functionality. It evaluates each customer order in the context of the customer’s risk and credit score, deciding whether to accept or reject the order based on these parameters. This process ensures that orders are processed in line with the company’s risk management protocols.

In terms of communication, CORTEX is equipped to issue progress notifications at key stages of the order process. These notifications can be sent to both internal and external stakeholders, keeping all relevant parties informed about the order’s progress.

CORTEX plays a proactive role in the continuation of the order processing journey. After completing the initial stages of order management and assessment, it initiates the next steps necessary for processing the customer order. This feature ensures a smooth transition between different stages of order handling, enhancing overall efficiency and customer satisfaction.