The Big Picture of Sample & Submit

Sample and Submit refers to the ability to create Activity Requests. This is functionality that enables an implementer to design an ad-hoc batch process using the configuration tools.

Some examples of such processes are:

• Send a letter to customers that use credit cards for auto pay and the credit card expiration date is within 30 days of the current date.
• Stop auto pay for customers that use credit cards as the form of payment if the credit card has already expired. Notify the customer that their auto pay agreement has been terminated and that they need to call to reinstate.
• Select auto pay accounts that have more than X non-sufficient fund penalties, stop the auto pay agreement and notify the customer.