Experimenting With Alternative Overdue Process Templates

The system allows you to determine the efficacy of proposed overdue process templates using a small subset of taxpayers before implementing the templates on the entire taxpayer base. We use the term "champion / challenger" to reference this functionality.

We'll use an example to explain. Let's assume your prevailing overdue process template for individual taxpayers starts with a "gentle reminder" letter followed 10 days later by a letter threatening to place a lien to secure the debt if payment is not received. You may want to experiment with the impact of a change to this template. For example, you may want to change the "gentle reminder" to something more assertive and follow this up 5 days later with an even sterner warning. You can use the "champion / challenger" functionality to perform this experiment.

The following points describe how to implement "champion / challenger" functionality:

Keep in mind that you can only experiment with one challenger template per champion template.

After setting up the above, the Overdue Rule Plug-In will use the challenger template X% of the time rather than the champion template.