Real estate controlling release 1

In addition to examining the development of credit risk at the individual customer level, it is important to receive information about the existing credit risk from higher-level perspectives, e.g. agent or department. As a consequence, reporting is aimed at creating reports about customer-related transaction balance data, taking into account various parameters that affect responsibility for processing it. This include, in particular, the role of the user who is logged on and, if that user has the appropriate authorization, entering criteria for restricting the set of customers to be included. One particular challenge here is the quarterly examination of the transaction balance data. The assignment of a customer to an agent can change during the course of a quarter, but this assignment is hidden in the system. However, system users need that data at all times, even if they were not responsible for a customer throughout the entire period.