Case study 06 · Financial operations
Multi-tenant collections control room
One collections workspace for portfolios, debtor records, communications, payments, and controlled AI assistance.
Multi-portal operational prototype · Client name withheld
Challenge
Recovery teams need every account, message, promise, payment and escalation in one place, not pieced together from spreadsheets, inboxes and paper files.
Bring portfolio and case work together across tenants while keeping role access, customer communication, payments, reporting and AI-assisted actions traceable.
System response
Separate admin, account-holder and partner portals shape data by tenant and role. The copilot can summarise portfolios, find accounts, draft reminders, and record follow-ups or payments.
- Tenant data
- Finance
- Copilot
Product scope
- Tenant- and role-scoped portal access
- Portfolio, account, payment, and communication records
- Templates, documents, automation rules and activity logging
- Installment, invoice, payment-link, and exchange-rate operations
- AI copilot tools for insight and guided action
- Management reporting and partner views
System architecture
Authentication establishes portal, role, and tenant context.
Tenant-scoped services shape the operational data snapshot.
Admin workflows manage accounts, outreach, payments, and reports.
Finance services handle plans, invoices, capture, and payment links.
Copilot tools read or write through controlled domain operations.
Observable outcome
What the product and its repository show. These are not confidential client figures.
One traceable account history for recovery operators
Clearer separation between portfolio insight and consequential action
A platform pattern that can extend beyond one collections vertical
Repository evidence
- Separate admin, account-holder, and partner experiences
- Repository-evidenced tenant and role enforcement
- AI and finance operations exposed through defined service boundaries
Built with
- Next.js 16
- TypeScript
- PostgreSQL
- Clerk
- Zustand
- AI tool workflows