The New Debtor Pretreatment Rule allows users to evaluate incoming new business accounts against existing accounts by either the number of times a specific debtor's social security number is present in the new business batch or by whether the inbound account falls inside a score range. If any of these conditions evaluate to true, the user has the option to set the matching account to a user-defined priority, status or a debtor category. Selecting the social security, the system provides two options: to include all status class types or to exclude status class 3 PIF and SIF.
New Debtor Pretreatment Table Navigation Menu
New Debtor Pretreatment Table UI Navigation Windows
Once the New Debtor Pretreatment 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.|
Add New Debtor Pretreatment Rule
Add New Debtor Pretreatment Rule Window
|New Debtor Pretreatment Rule -||This is an alphanumeric three digit unique code|
|New Debtor Pretreatment Desc -||Simple description of the rule|
|Rule Type -||
This defines when this rule applies. There are two options: 1. You can apply by Social Security Number (SSN). 2. Score.
1) This means how many times is SSN from a new account in a new business batch is present in our system? If it is zero "0" times that means it is the first time this debtor is going to exist in our system. Now, for social there are two options: SSN (Exclude Class Types Closed PIF/SIF) PIF = Paid in Full and SIF= sell in full. That is the status classes II, III, and V or apply SSN (Include All Class Types) meaning there are not rectrictions as to what types of status class the rule will apply.
2) The score = If we select this option, The headers on the table change to "Score From" and "Score Thru". This will be the score that is map in our new business entry to our outside score. So when new business comes in, if that new business batch includes score and that score has been map to our outside score field, then we can say for example: if the Score is from 400 to 550, then apply specific category, priority, and status. (see the score window below). When the new business batch is posted, this is evaluated by the system. If this score is from 400 to 550, we apply this set of rules.
|SQ -||Sequency. This goes from 1 to 99.|
SSN From -
SSN Thru -
How many times is a SSN from a new account and new business batch already in our system? For example: If we say from zero "0" times to through zero "0" times meaning that this SSN does not exist in our system. This account in the new business batch, it is the first time that this debtor with that SSN will be in our database as a new business. If we have never had that debtor before, we have the option to update the three most important flags: Category, Priority, and Status. For example, if we have SSN From equal "0", SSN Thru equal "0", we can assign any Category (ex. "001"), any Priority (ex. "1"), any status (ex. "123"). Next SSN From = "1", SSN Thru = "3"
you choose the caterogy, Priority, and Status for the new debtor of a new business who appears at least 1 time to up 3 times.
|Category -||Category of the new debtor business|
|Priority -||It is an optional field, it is not required. Priority of the new debtor business.|
|Status -||It is an optional field, it is not required. Status of the new debtor business.|
The two SSN options work exactly in the same way except that:
SSN (Exlude Class Types Closed PIF/SIF)
This rule will exclude any account to pay in full, sale in full, or closed. Closed accounts are status class II and V, and PIF and SIF status class III in our system.
SSN (include all class types)
This rule will not apply on any account on those status classes mentioned before. If we want to apply to all classes then we only define as SSN (include all class types)
When we have a set of rules and we save them, they will be available to attach a new PreTreatment rule table. When this batch is posted (save button press on the edit new debtor batch window) and it is close (press the close button), those rules will apply to those accounts.
We open the New Debtor Entry:
New Debtor Entry Navigation Window
Open any Debtor Batch List. Ex: 001362
Client Maintenance Window
Edit New Debtor Batch
Edit New Debtor Batch Window