Finance
Affordability evidence
Whether the case is affordable is the firm’s decision.
Affordability evidence is a set of documents and a calculation the firm already has a view on.
The workflow
Affordability evidence
- 01List
Income and commitment items are named.
- 02File
Each document is attached to its item.
- 03Calculate
The firm’s sheet is filled from the filed figures.
- 04Review
The sheet is not treated as a decision.
Whether the case is affordable is the firm’s decision.
The problem
Affordability evidence still depends on a queue.
Statements, income and commitments arrive incomplete. The calculation is redone because the source pages were never filed together.
Current process
A calculator and a scan of statements, redone when a page is missing.
Statements, income and commitments arrive incomplete. The calculation is redone because the source pages were never filed together.
The solution
A recorded workflow, with people where the decision sits.
Handled in the workflow
The required evidence is listed. Documents are filed against it. The firm’s calculation sheet is populated from those documents and left for review.
- List
- File
- Calculate
- Review
Your team stays in control
Whether the case is affordable is the firm’s decision.
Evidence and the firm’s own sheet, side by side.
How it works
From the queue to a recorded outcome.
The required evidence is listed. Documents are filed against it. The firm’s calculation sheet is populated from those documents and left for review.
01
List
Income and commitment items are named.
02
File
Each document is attached to its item.
03
Calculate
The firm’s sheet is filled from the filed figures.
04
Review
The sheet is not treated as a decision.
Without it
A calculator and a scan of statements, redone when a page is missing.
With UYP Systems
Evidence and the firm’s own sheet, side by side.
Whether the case is affordable is the firm’s decision.
Also in Finance
The rest of the range.
Client onboarding
Onboarding is a file that has to be complete. The delay is the chase for what is missing.
- Open
- Collect
- Test
- Hold or pass
Evidence collection
The evidence usually exists. The work is asking, filing and knowing what has not arrived.
- Name
- Ask
- File
- Show
Reconciliation exceptions
A reconciliation that matches needs no one. The work is the break.
- Compare
- Pass
- Queue
- Clear
Discuss Affordability evidence.
Affordability evidence is a set of documents and a calculation the firm already has a view on.