Collection Agency Referral Record

This section describes the layout of the record created by C1-CAGYX.


Field	Format	Source/Value/Description
Account ID	A10	Collection Agency Referral's Account
Name	A254	Account's Main Person Primary Name
Person Type	A2	Person or Business Indicator (Main Person)
Person Type Description	A60	Description of Person Type
ID Type	A8	Primary ID Type (Main Person)
ID Value	A100	Primary ID Value (Main Person)
Primary Phone Type	A30	Person Contact Type (Main Person)
Primary Phone Number	A254	Primary Phone Person Contact Number (Main Person)
Primary Phone Number Extension	A6	Primary Phone Person Contact Extension (Main Person)
Email Address	A254	Primary Email Person Contact (Main Person)
Mailing Address	A1241	Mailing Address (Main Person). See below for the fields. See Address Subrecord for the fields.
Service Address	A1241	Service Address of Premise linked to SA being written off. One chosen. Stopped SAs given priority. See below for the fields. See Address Subrecord for the fields.
Customer Class	A8	Account's Customer Class
Customer Class Description	A60	Customer Class Description
Currency	A3	Account's Currency
Referral Activity Date	D10	Collection Referral History Create Date
Referral Activity Reason	A4	Collection Referral History Reason
Referral Activity Reason Description	A60	Collection Referral History Reason Description
Referral Activity Amount	N13.2	Collection Referral History Referral Amount
Initial Referral Date	D10	Collection Agency Referral Initial Referral Date
Initial Referral Amount	N13.2	This is the amount on the record marked with a referral reason of initial. If more than one initial record is found the newest one is chosen by default. A parameter on the process record algorithm allows provides the option of choosing the oldest, newest or some of all initial records. Note: additional initial records can be created manually. The system only creates the first one.
Initial Referral Comments	A254	Collection Agency Referral Comments
Connect Date	D10	If the collection agency referral is linked to a write off process, this is the oldest start date for SAs associated with the write off process. If the collection agency referral is not linked to a write off process this is the oldest start date for SAs on the account, giving preference to stopped SAs.
Disconnect Date	D10	If the collection agency referral is linked to a write off process, this is the latest end date for SAs associated with the write off process. If the collection agency referral is not linked to a write off process this is the latest end date for SAs on the account, giving preference to stopped SAs.
Write Off Date	D10	If the collection agency referral is linked to a write off process, this is the creation date for the write off process. If the collection agency referral is not linked to a write off process, the initial referral date is noted here.
Payments Since Last Activity	N13.2	If the collection agency referral is linked to a write off process, this is the sum of pay segment transactions since the last agency referral history record up to the current record. If the collection agency referral is not linked to a write off process, the sum reflects all SAs.
Canceled Payments Since Last Activity	N13.2	If the collection agency referral is linked to a write off process, this is the sum of canceled pay segment transactions since the last agency referral history record up to the current record. If the collection agency referral is not linked to a write off process, the sum reflects all SAs.
Adjustments Since Last Activity	N13.2	If the collection agency referral is linked to a write off process, this is the sum of adjustment and canceled adjustment transactions since the last agency referral history record up to the current record. If the collection agency referral is not linked to a write off process, the sum reflects all SAs.
Fin Resp - Name	A254	Primary Name of Financially Responsible Person on Account
Fin Resp - Person Type	A2	Person or Business Indicator (Financially Responsible Person)
Fin Resp - Person Type Description	A60	Description of Person or Business Indicator (Financially Responsible Person)
Fin Resp - ID Type	A8	Person's Primary ID Type (Financially Responsible Person)
Fin Resp - ID Value	A100	Person's Primary ID Value (Financially Responsible Person)
Fin Resp - Primary Phone Type	A30	Primary Phone Person Contact Type (Financially Responsible Person)
Fin Resp - Primary Phone Number	A254	Primary Phone Person Contact Number (Financially Responsible Person)
Fin Resp - Primary Phone Number Extension	A6	Primary Phone Person Contact Extension (Financially Responsible Person)
Fin Resp - Mailing Address	A1241	Mailing Address (Financially Responsible Person). See Address Subrecord for the fields.