Installation Options - Algorithms

System Event

Optional / Required

Description

Account Information

Optional

We use the term "Account information" to describe the basic information that appears throughout the system to describe an account. The data that appears in "account information" may be constructed using an algorithm plugged in here.

Refer to Defining Account Information for more information on when this algorithm is used.

Click here to see the algorithm types available for this system event.

Address Information

Optional

This algorithm allows your implementation to define a common format for displaying an address. It receives address constituents and returns a formatted address string. This plug-in spot may be invoked by other algorithms using the business service C1-FormatAddressInfo.

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Adjustment Information

Optional

We use the term "Adjustment information" to describe the basic information that appears throughout the system to describe an adjustment. The data that appears in "Adjustment information" may be constructed using an algorithm plugged in here.

Refer to Adjustment Information for more information on when this algorithm is used.

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Automatic Payment Creation

Required if you allow taxpayers to pay automatically

This algorithm is executed to create automatic payments whenever the system creates automatic payments. Refer to How And When Are Automatic Payments Created for the details.

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Bill Information

Required

We use the term "Bill information" to describe the basic information that appears throughout the system to describe a bill. The data that appears in "bill information" may be constructed using an algorithm plugged in here.

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Case Information

Optional

We use the term "Case information" to describe the basic information that appears throughout the system to describe a case. The data that appears in "case information" is constructed using this algorithm.

Plug an algorithm into this spot to override the system default "Case information".

Note: This algorithm may be further overridden by a "Case information" plug-in on the Case Type. Refer to Case Type for how algorithms of this type are used.

Click here to see the algorithm types available for this system event.

Collection Agency Referral Information

Optional

We use the term "Collection Agency Referral information" to describe the basic information that appears throughout the system to describe a collection agency referral.

Plug an algorithm into this spot to override the system default "collection agency referral information".

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Compliance Rating "Created By" Information

Required

The data that appears in the compliance rating "created by" information is constructed using this algorithm.

Refer to Account - Collections for more information about the compliance rating.

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Compliance Rating History Information

Optional

We use the term Compliance Rating History information to describe the basic information that appears throughout the system to describe a compliance rating history entry.

Plug an algorithm into this spot to override the system default "compliance rating history information".

Click here to see the algorithm types available for this system event.

Control Central Alert

Optional

There are two types of alerts that appear in the Alert Zone and on Payment Event - Main: 1) hard-coded system alerts and 2) alerts constructed by plug-in algorithms. You cannot change the hard-coded alerts (see the Alert Zone for the complete list). However, by plugging in this type of algorithm you can introduce additional alerts.

An error displays if more than 60 alerts are generated for an account by plug-in algorithms.

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Determine Open Item Bill Amounts

Required if you use overdue functionality to collect on bills

This algorithm is responsible for determining the unpaid amount of an open-item bill. It can also be used to return the unpaid amount for a specific Obligation on a bill.

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Financial Transaction Info

Optional

We use the term "financial transaction information" to describe the basic information that appears throughout the system to describe a financial transaction. The data that appears in "financial transaction info" is constructed using this algorithm.

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Location Information

Required

We use the term "location info" to describe the basic information that appears throughout the system to describe a location. The data that appears in "location info" may be constructed using an algorithm plugged in here.

Refer to Defining Location Information for more information on when this algorithm is used.

Click here to see the algorithm types available for this system event.

Obligation Information

Optional

We use the term "obligation information" to describe the basic information that appears throughout the system to describe an obligation. The data that appears in "obligation information" may be constructed using an algorithm plugged in here.

Refer to Defining Obligation Information for more information on when this algorithm is used.

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Online Bill Display

Optional

This algorithm constructs a PDF that contains the image of a bill. This algorithm is executed when the Display Bill button is clicked on the Bill page. Refer to Technical Implementation of Online Bill Image for more information.

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Online Letter Image

Optional

This algorithm constructs a PDF that contains the image of a letter. This algorithm is executed when the Display Letter button is pressed on Customer Contact - Main. Refer to Technical Implementation of Online Letter Image for more information.

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Override Proration Factors

Optional

This algorithm is only used if your organization has unusual rate proration requirements that necessitate the overriding of the base package proration logic. For example, you may have certain rate components whose charges should never be prorated. Refer to Overriding Proration Factors for more information.

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Override Seasonal Proration

Optional

This algorithm is only used if your organization has unusual method of determining the seasons for your rate components. For example, you may determine the seasonal boundaries for a rate component based on the scheduled meter read date associated with the bill cycle. Refer to the description of the seasonal attributes for a rate component for more information.

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Payment Amount Calculation

Required

This algorithm is executed to calculate the amount of an automatic payment for a bill for an account with an active auto pay option. Refer to How And When Are Automatic Payments Created for more information on automatic payments. This algorithm is also executed to default the amount of a manually added payment. Refer to How To Add A New Payment Event for more information on adding a payment manually.

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Payment Information

Required

We use the term "payment information" to describe the basic information that appears throughout the system to describe a payment. The data that appears in "payment information" is constructed using this algorithm.

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Person Information

Required

We use the term "person information" to describe the basic information that appears throughout the system to describe a person. The data that appears in "person information" may be constructed using an algorithm plugged in here.

Refer to Person Information for more information on when this algorithm is used.

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Person Name Validation

Required

The format of names entered on Person - Main is validated using this algorithm.

Click here to see the algorithm types available for this system event.