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| Case Study 2
I decide how the credit limits are calculated and the
specific messages within the recommendation. My staff
then know exactly what I want them to do to follow credit
policy.
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This business is MINIMAL credit risk.
APPROVED to the required credit limit of £23,742.
The maximum credit figure spoken for by D&B
is £36,000. Proceed with transaction.
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CAUTION. This business is WORSE THAN AVERAGE
credit risk. The account requires a credit limit
of (£17,246) and can ONLY BE APPROVED to
a MAXIMUM LIMIT of £32,400 WITH CLOSE SUPERVISION.
Please forward this message & the accompanying
credit report data to JULIE JONES for formal approval
of credit limit / negotiation of terms.
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EXTREME CAUTION. This business is VERY SIGNIFICANT
credit risk. The required credit limit of £16,743
is declined. Inform account manager immediately
- then forward this message and the accompanying
credit report data to PHILLIPA DAVIS to negotiate
terms with client.
Customer Type is Existing.
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