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.