IRIS CRM Automated Delinquency Risk Worklist
Every Monday, WebRun opens IRIS CRM, scans all active merchants for elevated chargeback ratios, overdue account fees, processor risk flags, and reserve shortfalls, ranks them by severity, posts a delinquency worklist to your risk Slack channel, and appends each flagged merchant to a running Google Sheet risk log.
How do I automatically surface delinquent and high-risk merchants each week?
WebRun scans IRIS CRM every Monday for merchants with elevated chargeback ratios, overdue fees, or processor risk flags, ranks them by severity, posts a delinquency worklist to Slack, and appends each flagged account to a running Google Sheet risk log. Risk teams see every at-risk merchant each week without pulling a single report manually.
- High-chargeback merchants are caught and escalated before processor warnings arrive
- Risk teams see a ranked worklist every Monday without manual IRIS CRM reporting
- Repeat at-risk merchants are flagged for escalation after three consecutive weeks
Built for payment ISOs · risk managers · ISO compliance teams · merchant services operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
iriscrm.comin a real browser with your saved login - no setup, no API keys. -
1
IRIS CRM - scan for delinquency and risk signals
iriscrm.com
WebRun opens IRIS CRM to scan for delinquency and risk signals. - Open IRIS CRM and review each active merchant's chargeback ratio, processing volume, and account standing
- Flag merchants whose chargeback ratio exceeds your threshold (e.g., above 1%), who have overdue account fees, or who carry a processor risk flag
- Rank flagged merchants by severity: critical (chargeback over 2% or reserve shortfall), high (chargeback 1 to 2% or overdue fees), and watch (newly flagged)
Done when All delinquent and high-risk merchants are identified and ranked by severity.
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2
Slack - post ranked delinquency worklist to risk channel
slack.com
WebRun opens Slack to post ranked delinquency worklist to risk channel. - Post the ranked delinquency worklist to the risk Slack channel, starting with critical accounts
- For each merchant, include name, risk tier, chargeback ratio, overdue amount if applicable, and assigned agent
- Tag the risk team lead so the list is actioned the same morning
Done when The risk team has this week's delinquency worklist in Slack.
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3
Google Sheets - append flagged merchants to risk log
google.com
WebRun opens Google Sheets to append flagged merchants to risk log. - Open the risk log Google Sheet and append a new row for each flagged merchant
- Record the merchant name, risk tier, chargeback ratio, overdue amount, date flagged, and assigned agent
- Mark any merchant who has appeared on the worklist for three or more consecutive weeks as escalation-priority
Done when Every flagged merchant is appended to the running risk log in Google Sheets.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it take any action on delinquent accounts automatically?
No. WebRun only surfaces the worklist and logs the data. Any account action, reserve call, or merchant contact is taken by a human after reviewing the list.
How does it define the chargeback ratio threshold?
You set the thresholds during setup. The default is 1% for flagging and 2% for critical status, matching common processor warning levels, but you can adjust both.
Can it track the same merchant across multiple weeks?
Yes. The Google Sheet risk log records every appearance with a date, so the team can see how long a merchant has been on the list and escalate repeat offenders.
Related templates
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