The Recurring Transactions Report provides a comprehensive overview of the customer's ongoing financial relationships. It offers key insights, including:
Payment frequency (e.g., monthly).
Details about the parties involved in these recurring transactions.
Commencement and conclusion dates of these transactions.
Aggregated totals and average amounts for the transactions.
The following use cases are examples to make them more “plastic”.
UC-01: Assess solvency
UC-01: Assesment of freely available budget