Designing Collection Process Templates & Collection Event Types

The following table shows the collection process templates referenced in the previous section's matrix. Adjacent to each process are its events and an indication of when they are triggered.


Collection Process Template	Collection Event Template	Triggered X Days From Start Of Collection Process
Charitable Contribution Reminder	Charity courtesy reminder letter	0
	Start severance	15
Normal Regulated	Regulated courtesy reminder letter	0
	Regulated second notice letter	10
	Start severance	15
Large Overdue Debt	Large debt courtesy reminder letter	0
	To Do for large overdue debt	3
	Large debt second notice letter	10
	Start severance	15
Normal Unregulated	Unregulated courtesy reminder letter	0
	Unregulated second notice letter	5
	Start severance	10
Risky Customer Unregulated	Unregulated risky letter	0
	Start severance	5
Deposit	Deposit reminder	0
Deposit Severely Overdue	Create To Do entry	0

If we extract each unique event type from the above table, we end up with the following:


Collection Event Type	Event Type
Charity courtesy reminder letter	Send Letter - CHARIT REMIN
Start severance	Start Severance Process
Regulated courtesy reminder letter	Send Letter - REGUL REMIN
Regulated second notice letter	Send Letter - REGUL second
Large debt courtesy reminder	Send Letter - LARGE REMIN
Risky debt courtesy reminder	Send Letter - RISKY REMIN
To Do for large overdue debt	Issue To Do
Large debt second notice letter	Send Letter - LARGE second
Unregulated courtesy reminder letter	Send Letter - UNREG REMIN
Unregulated second notice letter	Send Letter - UNREG second
Deposit reminder	Send Letter - DEPOS REMIN
To Do for deposit severely overdue	Issue To Do

Now you're (almost) ready to set up your collection procedures.