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