Define Predelinquent Strategy Assignments by Segment

Using the Collections Delinquency Management process you can identify the delinquency and pre-delinquency statuses for your customers, customer transactions, accounts, and sites based on the business level and pre-delinquency options.

Collections Scoring and Strategy Assignments Scheduled Process

After the Collections Delinquency Management process is successfully completed, run the second process Collections Scoring and Strategy Assignments. This process assigns the scoring formula based on the segmentation, calculate the scores, and then assign strategies also based on the segmentation.

To run the Scoring and Strategy Assignments Scheduled Process:

Navigate to Scheduled Process.
Click Schedule New Process.
Enter or select the required parameters.
Click Submit.

Note: You must enable the Manage Collections Scoring and Strategy Assignments before you run the process.

To run the Update Collections Summary Data:

This process refreshes the data on the Collections landing page that contains the details about delinquent customers and strategy tasks.

Navigate to the Collections work area.
The Collections work area is displayed with all the four infotiles information. Select the delinquent customer or account infotile:
- The delinquent customers and the corresponding details of the customers are displayed by default.
- The scores are calculated and delinquent strategies are assigned based on the Manage Scoring and Strategy Assignments by Segment setup data.
- In addition, a predelinquent strategy is assigned to the customers that are predelinquent based on the setup information.
- Run the Delinquent strategies and predelinquent strategies at the same time, since one customer may be delinquent and predelinquent at the same time.
Select the Strategies tab to view the details of the strategies. In this case, both the strategies are running, and it displays the strategy type, and the name of the strategy assignment for reference.