When Is An Account Monitored?

The Overdue Monitor determines if an account violates your overdue rules at least every X days, where X is defined on the Account Type - Controls associated with the account's account type and division (in the field Min Compliance Review Freq (Days)).

In addition, the Overdue Monitor examines an account's debt 'on demand' by looking at a special table called Compliance Review Schedule, which contains the account ID and a review date. Processes can insert a record into this table if something happens to the account. Some examples of base processes that insert a row in this table include:

Note:

Additional events. Your implementation can have other events trigger the analysis of an account by the Overdue Monitor. To do this, add logic to insert a row on the Compliance Review Schedule table (CI_ADM_RVW_SCH) when the event occurs populating the account ID and an appropriate review date. Note that the Compliance Review Grace Days on the account type is available for use by any process when determining an appropriate review date.