Within the Scoring Parameters Table, you are able to customize the internal scoring based on a total possible point system. The point scoring is determined everyday during morning process and applied to the accounts.
Internal Scoring Rules Navigation Menu
Internal Scoring Rules UI Navigation Window
Once the scoring parameters option is selected, the following window is displayed
Scoring Parameters 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 Table list to the print queue|
Adding a New Scoring Parameters
Add New Scoring Parameters Window
|Scoring Param Code -||3 digit unique Scoring Parameters identifier. Can be alphanumeric with possible values of, in order of lowest to highest, 0-9 and A-Z.|
|Scoring Param Description -||Description given to the Scoring Parameters|
Debtor Good Address
Debtor Phone Exist
Debtor Tax/SSN exist
CoDebtor Good Address
CoDebtor Phone Exist
CoDebtor Tax/SSN Exist
Employment Phone Exist
Debtor Good Address
Employment Phone Exists
can be assigned any number of points.
Debtor refers to Demographic A0.
CoDebtor refers to Demographic D0.
|Referral Amount1-5 From to Thru -||Example: From 0 - 500, you will give 10 points. From 501 - 200, 20 points, From 2001 - 5000, 30 points, From 5001 - 10000, 40 points, etc. Ensure your range covers from $0 - $9999999.99|
|Outside Score 1 From to Thru 5 -||The Outside Score will come from an Outside Scoring Vendor you use. You can assign a number of points to a range of outside scores.|
|Age 1 to 4 -||The Age is based of AGE OF ACCOUNT using delta in number of days from Referral Date to Today. You can assign a number of points to an age range.|
|Last Pmt(Payment) Days1-4 From to Thru -||How long since the Last Payment from Responsible Party|
|Total Possible Points -||Displays the maximum number of points based on the points assigned to the fields listed prior.|
|Save -||Select it to save a new Scoring Parameters|
See this example:
Audit Trail tab
Objective: Records all the changes done to the Scoring Parameters.
Audit Trail Tab Window