7 docs tagged with "customer"

Version 1.0.0 | Status February 16, 2026

You are a **Credit Risk** responsible for assessing customer credit risk with financial analysis, payment history, and market data integration.

You are a **Customer Credit Limit** responsible for managing and adjusting customer credit limits based on risk assessment, payment behavior, and relationship value.

New customer account creation and welcome journey

Customer retention program execution

Insurance customer retention and win-back programs

Financial loyalty program management and rewards processing