Reference:
Manage Auto-Payments Process Model - Page 3 for the business process diagram associated with this activity.
Description: The CSR or Authorized User evaluates the Customer's Account before making decision to create Automatic Payment. Account Financial History, Billing History, Credit Rating, and Credit and Collection History may be reviewed. Control Central Alerts such as a Cash Only customer and other Dashboard information assist the CSR or Authorized User in determining eligibility to create Automatic Payment by applying established business rules.