At my last bank we used a combination of tools but the tracking was integrated with the security database we had to track investigations, repayment agreements, etc. It allowed customized input fields, letter templates and a tickler tracking system for key dates.
This also tied claims security was reviewing for fraud and such with Reg. E claims.
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AndyZ CRCM
My opinions are not necessarily my employers.
R+R-R=R+R
Rules and Regs minus Relationships equals Resentment and Rebellion. John Maxwell