Recovery War Room
AR Case Story
Case G-31373
·Promise Pending·Owner Marcus Lee·James Kaplan
Outstanding
$95,100
Paid to Date
$85,200
Original / Expected
$180,300
Days Outstanding
50
Recovery Score
81
Relationship Health
41
Firm level · case context 41
Financial journey · select a stage
RevenueOS case assessment
62% confidenceRecovery score 81
What we found
$95,100 remains outstanding after partial payment.
Why
- •Settlement $180,300
- •Paid $85,200
- •Residual $95,100
- •No active dispute
- •No response for 0 days
Recommended action
RevenueOS recommends wait for promise due 10/10 · confirm receipt.
Expected impact
Up to $95,100 recovery.
Relationship guidance
- Use a firm, documented tone.
- Relationship context is weaker — involve the relationship manager.
- Escalation may be appropriate if the next contact fails.
Case story
4 events · ET- Aug 3, 8:00 AM ETCase settled
- Sep 23, 7:00 AM ETEmail · Reached firm contact; follow-up notedOutbound · Marcus Lee · Contacted
- Oct 7, 7:09 AM ETAI Call · Reached firm contact; follow-up notedOutbound · RevenueOS Voice Agent · Contacted
- Oct 7, 11:58 AM ETSMS · Firm committed to a payment dateOutbound · RevenueOS Outreach · Promise
No payments received on this case.
| Promise Date | Amount | Made By | Channel | Due Date | Status | Outcome |
|---|---|---|---|---|---|---|
| Oct 3 | $46,500 | James Kaplan | Human Call | Oct 10 | Scheduled | Pending |
| Owner | Task | Due | SLA | Status | Priority | |
|---|---|---|---|---|---|---|
| Marcus Lee | Follow up on settlement disbursement | Oct 10 | Within SLA | Open | Normal |