Finance
Fee Cases
Every fee case is generated from a measured ledger event, assigned to a named owner, and kept moving toward a clear decision.
Open cases
Current follow-up queue
In progress
Assigned and actively tracked
Awaiting guardian
Waiting on contact before the next step
Total fee cases
Across the current term ledger
Case register
Showing the current fee cases and the next action each owner is expected to complete.
Case status changes are written to the audit log with the deciding user and timestamp.
Triggering rules
Alerts describe the documented ledger or contact state. They do not assign cause to a family circumstance.
Finance trigger list
Priority rules currently active in the finance follow-up scope.
18 accounts moved into the 60+ day ageing category
PKR 0.7M is now 60 or more days overdue, up 12 accounts week on week.
AI governance in this module
Nothing below the analytics tier executes without an authorised human decision, and consequential decisions are never initiated by the intelligence layer.
Runs automatically
Fee cases are created from explicit ageing and payment-plan thresholds. The record captures the measured event and the accountable owner.
Requires authorisation
AI drafts can prepare the planned call or reminder, but they are reviewed and approved before a family receives any outbound message.
Human decision only
Only a named finance staff member may authorise a waiver, adjust a payment plan or release an escalation beyond the standard workflow.