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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Document Revision History
1
Understanding Collections Manager
About Collections
About Collections Manager
How Collections Manager Processes Bill Units
Collections Manager Preprocessing
About Scenario Processing
About Collections Scenarios
About Overdue and Entry Dates
About Collections Action Dependencies
About Collections Sharing Groups
Corrective Billing and Collections
Promise-to-Pay Agreements
About Integrating Collections Manager with Custom Client Applications
About Calling the Collections Manager API
About Notifying Custom Client Applications when Collections Activity Occurs
About Defining Rule-Based Collections Scenario Assignment
About Collections Scenario Replacement
About Brands in Collections Manager
What's Next?
2
Installing Collections Manager
Installing Server Components
System Requirements
Software Requirements
Installing BRM Collections Manager Server Components
Configuring the pin_bill_day Script to Run Collections
Uninstalling BRM Collections Manager Server Components
Installing BRM Collections Manager Client Components
System Requirements
Hardware Requirements
Software Requirements
Installation Procedures
Uninstalling BRM Collections Manager Client Components
What's Next?
3
Setting Up Collections Manager
About Setting Up Collections Manager
Configuring Collections Manager
Adding Custom Pay Types
Setting the Minimum Overdue Balance to Process
Setting the Number of Bill Units Retrieved during Step Searches
Setting Up Invoice Reminders
Creating Dependencies between Collections Actions in a Scenario
Setting Up Dunning Letters
Running Email Data Manager for Dunning Letters
Loading Dunning Letter Templates
Adding Custom Reason Codes for Collections Center
Defining Collections Features
Branding and Collections Configuration
Defining Aging Buckets
Setting Up Collections Profiles
Defining Collections Actions
Defining Collections Scenarios
Assigning Collections Personnel Roles
Setting Dunning Letter Delivery Preferences for Non-Invoice Bill Units
Setting the Delivery Option
Setting the Email Delivery Preference
Specifying a File for the Email Body
Configuring How Collections Manager Determines Dates
Configuring the Overdue Date
Configuring the Entry Date
Integrating Collections Manager with Custom Client Applications
Sending Collections Notifications to Custom Client Applications
Using the Collections Manager API
Managing Overdue Balance Collection
Retrieving Collections Information
Performing System Collections Actions
Performing Manual Collections Actions
Managing Collections Sharing Groups
Configuring Promise-to-Pay Agreements
Creating CollectionsInfoChange Business Events
Customizing Collections Manager
Customizing Dunning Letters
Applying Finance Charges
Applying Late Fees
Assigning Bill Units Automatically
Assigning Bill Units to a Debt Collections Agency
Customizing to Which Collections Group Members to Apply Collections Actions
Mapping Bill Units to Collections Profiles
Adding Information that Is Passed to Custom Client Applications
Performing Custom Collections Actions
Performing Custom Actions when a Bill Unit Leaves Collections
4
Managing Bill Units in Collections
About Collections Center
Collections Agent Tasks
Collections Manager Tasks
5
Collections Manager Utilities
pin_collections_process
pin_collections_send_dunning
pin_load_template
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