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.