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Managing Collection Correspondence Administration


The information captured in the Correspondence Administration view can be used to automate the cure process. Associated with the financial account, the Collections Correspondence Administration view provides the ability to select and automatically generate predefined correspondence utilizing defined templates and selection criteria.

To set up correspondence rules

  1. Navigate to Administration - Collections > Correspondence Administration view.
  2. In the Correspondence list, click New and complete the necessary fields.

    Some fields are described in the following table.

Fields
Example

Name

CA_Rule1

State

CA

Type of Letter

Cure

Asset Finance

Select any value from the pop up applet

Cure Length

15

Cure Comments

Letter sent only once

Bankruptcy

Active

Recipient

Holder

Template

Template for Cure

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