Payment Arrangement Request Process Flow

The base product provides a Payment Arrangement Request process flow type that includes three steps:

  • Execution of one or more eligibility criteria, to determine whether or not the account is eligible for a payment arrangement. The results of each eligibility criteria and the overall eligibility result are displayed on the first panel of the process flow

  • Setting up the terms of the payment arrangement:

    • The service agreements and debt to include in the payment arrangement

    • If a down payment must be paid prior to starting the payment arrangement, the down payment amount can be a percentage or a fixed-amount portion of the total payment arrangement amount

    • The remaining payment arrangement amount (after down payment, if applicable)

    • The number of installments

    • The installment amount

  • Review of the eligibility results and the agreed upon payment arrangement terms before submitting the payment arrangement request

Refer to the Payment Arrangement Request process flow panels for more details. Also refer to Understanding Process Flows for information about how process flows work, in general.