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. |