New debtor placement rule. This rule is automatically executed when new business is loaded with specific client code. This new debtor placement rule combines two other set of rules. Two other rules are embedded into the new debtor placement rule: 1) Desk Assignment Rule Table: and 2)Letter Series Rule Table. These are required rules to to complete a new placement rule.
New Debtor Placement Rules Navigation Menu
New Debtor Placement Rules UI Navigation Windows
Once the New Debtor Placement Rule Table option is selected, the following window is displayed
New Debtor Pretreatment Rule Maintenance Window
|Exit -||Navigates back to the main IMPACT window without making any changes.|
|Add -||Creates a new record.|
|Edit -||Modify an existing record.|
|Delete -||Removes an existing record.|
|Print -||Prints the record list to the print queue.|
Before to explain this process, user needs to know that this process combines to other two rules which are embedded into the new debtor placement rule:
- Desk Assignment Rule Table [Account Routing Desk Rules]
- Letter Series Rule Table [Letter Series Rules]
More extensive documentation is found on this helper.
Desk Assignment Rule Table
This rule is where the user defines the desk distribution of the subset account. The desk assignment rule table distributes set up accounts on the round-robin basis like the deck of cards. Here, the user can define where desks or a single desk participate in that distribution.
Desk Assigment Rule Table Navigation Menu
2. Letter Series Rule Table
The Letter Series Rule is a series of letters separated by intervals in days so Letter Series Rules could be sent letter 100 then wait ten days, send letter 200 series and wait for 15 days, and letter 300 series, and so on.
Letter Series Rule Table Navigation Menu
Add New Debtor Placement Rule
Add New Debtor placement Rule Window
|New Debtor placement Rule -||Alphanumeric code (3 digit codes). This code has to be unique. Example: ABC.|
|New Debtor placement Desc -||The description of the new debtor placement. It can be 30 digits length.|
|SQ -||There are up to 99 sequences that can be defined. We take one at the time.|
|From Refl - Thru Refl -||This is a Referral amount range that this specific row will apply. Example: Let's say that this applies to all referral amount ranges so from 0 all the way up that covers the entire possible range of referral amount.|
|From Age - Thru Age -||The age of the account from zero to four digits.(9999). Example: on this ABC code example. Thru Refl = 9999999.99 and Thru Age = 9999. This means to all referrals amounts and all ages.|
|BK -||Bankruptcy. This is only a flag (Yes or No). User can define whether or not what to do to allocate accounts that are in bankruptcy if there is a flag in the new debtor placement that we can query here. Example: The user will leave this in blank for now.|
|Country -||The user can select the country for those companies that do international business; Maybe the Canadian business goes to a very particular set of rules where the French business goes a very different set of rules, but mostly this will not be applicable.|
|Cat -||Category. It is a table where the user has one of our flags. Here, it is defined a specific debt category of which this rule only apply.|
|LngA0 -||Language. The user has a language table that can be configured to add as many languages as need it. Example: user can say that all Spanish speaking debtors apply to just this one rule. We will leave on blank for now.|
|TZ ie-||Time Zone. The user can either include or exclude specific time zone for a specific rule. Example: If user only wants to include says Pacific time account then he will do that, of if he wants just to excluce Pacific Time and include all others than can be defined in this way.|
|TZ 1 - TZ 5 -||Time Zone. The user can define until five different time zones either include or exclude.|
|State ie -||States. The user can specify a state as include or exclude.|
|St 1 -St 8 -||States. The user can define up to eight different states on this specific rule.|
|Gd ad/ph pty -||Good Address/Phone Priority. Priority is a flag like the Debt Category. Good means that there is an address in the file with address 1, city, and zip code. Good phone means that user has a phone number in the file but does not mean that the phone number is good, but it is there. The user can assign a priority (This is coming from the priority table). These are user definable attributes for this specific table, and the user can say if he has a good address and a good phone number set priority one to those accounts. Good means that there is one; no that the address has been verified or the phone number.|
|Gd ad/ph sts -||Good Address/phone status code. This is the same thing that the last field. Status Code is another flag. The user can define which status code to set to accounts that have an address and phone number in file. These status codes have been defined in the system.|
|Gd ad bd ph pty -||Other combination: Good address / bad phone priority. This is about placement, a new account coming into the system. So the system evaluates whether there is an address or whether there is not phone number (all zeros is not a phone number). What priority that user assigns or what status user assign.|
|Gd ad bd ph sts -||Good address/bad phone status.|
|gd ph bd ad pty -||Good phone/bad address priority.|
|gd ph bd ad sts -||Good phone/Bad Address status.|
|bd ad bd ph pty -||Bad address/bad phone priority. It will make sense to set SKP (skip trace) status to an account that comes in with no address and no phone (bad address, bad phone).|
|bd ad bd ph sts -||Bad address/bad phones status.|
|HseLtrSer -||House Letter Series. If the user has defined House Letter Series in the letter series table, then this will show up here, and that will be the letter that will be applied to that rule.|
|RollDays -||The user can define the number of roll days. Then how many days after the placement, we roll these accounts to the collection floor. If user gives it a zero, that will be today.|
|LtrSer -||Letter Series. Mandatory field. Example: If the user has Letter Series = SRG and Desk Assignment = SRG, these means that all accounts that user defined so far regardless of the referral amount, regardless of the age, user is going to apply this letter series, and user is going to distribute base to this desk assignment rule.|
|DskAsg -||Desk Assignment. Mandatory field.|
|WrkFlo -||Legacy Workflow, (this is not the new workflow manager or Strategy On Demand Workflow Manager). This is an optional item for attaching a legacy workflow to this rule.|
|ResultCode -||Result Code. This is an optional field. This belongs to a specific activity for new debtor replacement rule. All the result codes are defined for new debtor replacement rule. Result Codes will be displayed here for selection. This rule is automatically executed when the new business is posted.|
New debtor replacement rules apply only when the new placement is posted to the system. (This is only for new business).
The user can add as many as 99 different rules. So for instance, if the user wants to get accounts under specific debt category or a different of rules for accounts in which we have a bankruptcy flag in the placement file, we can do so by populating a second row, third row, fourth row, and so on. For now, per the purpose of this example. This manual saves this rule ABC, and that will add to the table. Now, once we have the ABC rule completed what closes the entire cycle is that rule is available to be used with a particular client.
After to complete de New Debtor adjustment Rule. On this case is: ABC Rule
Navigate to the Client Table
Client Table Navegation Menu
Client Maintenance Window
Now, user picks any client because it is an example: He picks 0002 Credit Solutions LLCs
Edit Client FMC-100 Window
Under the Coding Tab, the user chooses the new debtor placement rule (ND Placement Rule). This is a requirement. Every time that we send new business, or user uploads new business for this specific client code (example: FMC100) then this ( (ABC rule) will be automatically executed and all logic that we put in for all referral amount, all ages, the SRG letter series will going to be applied and the SRG desk assignment rule will be applied.