Setting Up Collection Process Templates

Collection process templates define the collection events that will be executed when a collection criteria rule is violated. Open Admin Menu, Collection Process Template to define your collection process templates.

Description of Page

Enter a unique Collection Process Template and Description for the collection process template.

Select a Cancel Criteria Algorithm if your organization allows individual contracts to be "removed" from a collection process regardless of the debt associated with all contracts in the debt class. In other words, if your cancel criteria are based on the debt associated with ALL contracts in a debt class DO NOT SPECIFY THIS ALGORITHM. If this algorithm is specified, it is executed by the collection process monitor when it detects that a credit has been applied to a contract linked to an active collection process. This algorithm will indicate if the specific contract that has been credited no longer has debt that warrants a collection process. Refer to How Are Collection Processes Cancelled for more information. If you haven't done so already, you must set up this algorithm in the system. To do this, create a new algorithm (refer to Setting Up Algorithms). On this algorithm, reference an Algorithm Type that "removes" a contract from a collection processes if the contract's debt so warrants. Click here to see the algorithm types available for this system event.

The Response grid contains an entry for every collection event that will be created when a collection process that references this template is created. The following information must be defined for each event:

Event Sequence Sequence controls the order in which the collection event types appear under the collection process template. The sequence number is system-assigned and cannot be changed. If you have to insert a collection event type between two existing templates, you'll have to remove the latter events, insert the new event, and then re-specify the removed events.

Collection Event Type Specify the type of collection event to be generated.

Days After Process Creation Specify the number of days after the creation of the collection process that the related collection event will be triggered. Refer to Calendar vs Work Days for a description of how this system uses this information to set the trigger date on the respective collection events.

Fastpath: For more information about collection event types, see Setting Up Collection Event Types . For more information about trigger dates, see Collection Event Trigger Date.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​COLL_​PROC_​TM.