Designing Write Off Process Templates & Write Off Event Types
The following table shows the write-off process templates referenced in the previous section's matrix. Adjacent to each process are its events and an indication of when they are triggered.
Write Off Process Template
Write Off Event Type
Triggered X Days From Start Of Write Off Process
Residential
Refer to collection agency
0
Letter notifying customer of referral
0
Cancel collection agency referral
60
Write off
60
Non-Cash Deposit Exists
To Do for non-cash deposit redemption
0
To Do to highlight unpaid SA(s) still exist (and they will be reconsidered for write-off processing)
10
Commercial
Refer to collection agency
0
Letter notifying customer of referral
0
To Do to check up on collection agency's efforts
30
Cancel collection agency referral
60
Write off
60
If we extract each unique event type from the above table, we end up with the following:
Write Off Event Type
Event Type
Notification of write-off referral
Send letter - Debt referred to a collection agency
Refer to collection agency
Refer to collection agency
Cancel collection agency referral
Cancel collection agency referral
Write off
Write off
To Do for non-cash deposit redemption
Generate To Do - Redeem non-cash deposit
To Do to highlight unpaid SA(s) still exist
Generate To Do - SA(s) linked to a non-cash deposit remain unpaid (and will be reconsidered for write-off processing)
To Do to check up on collection agency's efforts
Generate To Do - Check up on collection agency's efforts
And now you're ready to set up your write-off procedures.