Siebel Automotive Guide > Managing Collections >
Managing Skip Trace and Impound Service Requests
Collection agents can use the following view tabs to record skip trace, bankruptcy, and legal information:
Most delinquent account situations are resolved through initial contact with the customer, acceptance and fulfillment of a promise to pay (PTP). However seriously delinquent accounts present additional challenges to companies and often require legal or outside-party involvement. There are four primary directions to take as follows:
- Referral to an outside collections agency. For more information, see the procedure on how to assign a service request to a outside partner that follows.
- Initiation of skip trace activities. An example of a skip trace activity is trying to locate a debtor who cannot be reached through existing contact information. For more information, see the procedure on record skip trace information that follows.
- Processing impound notifications. Often impound notifications arise when physical possession of a vehicle against which collections activities are in process, for example abandonment at a repair facility or impound by police. For more information about impound service requests, see To record impound information.
- Repossession of the vehicle from the debtor. For more information about repossessing vehicles, see Managing the Repossession Process.
To record skip trace information
- Navigate to the Financial Accounts screen, then the Financial Accounts List view.
- In the Financial Accounts list, query to find the account you want to record skip trace information.
- Drill down on the Account Number field link, and then click the Collections view tab screen, then the Skip Trace SRs link.
- In the Skip Trace list, click New and complete the necessary fields.
To record impound information
- Navigate to the Financial Accounts screen, then the Financial Accounts List view.
- In the Financial Accounts list, query to find the account you want to record skip trace information.
- Drill down on the Account Number field link, and then click the Collections view tab, then the Impound SRs link.
- In the Impound SR list, click New and complete the necessary fields.
Some fields are described in the table that follows.
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Summary |
Add a summary for the Impound SR, for example Impound initiated for customer ABC. |
Asset Number |
The Serial Number of the selected record that appears in the field. Select the appropriate Asset Number. |
- To enter vehicle information, drill down on the SR Number field link.
- In the Auto CF Impound Vehicle Request form, complete the necessary fields.
Some of the fields might already be filled, in that case, verify that the vehicle information is correct.
To record legal information related to a delinquent account
- Navigate to the Financial Accounts screen, then the Financial Accounts List view.
- In the Financial Accounts list, drill down on the Account Number field link you want to view.
- Click the Legal view tab.
- In the Legal form, complete the necessary fields.
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