Editing a Delinquency Process Type

Prerequisites

To edit a delinquency process type, you should have:

  • Delinquency event types defined in the application.

  • Algorithms defined using the C1-CUAOAB, C1-CANDELPRC, C1-MEMBDLQ, C1-HLDDELPRC, C1-RECALCHLD, C1-DERGRBR, C1-DERMLNBR, C1-DERTRBR, C1-DERWDBR, C1-DERTROBR, C1-DERMNDAYS, and C1-DERRTDBR algorithm types.

  • Delinquency process type business objects defined in the application.

  • Delinquency process business objects defined in the application.

  • Approval To Do Type and Approval To Do Role defined in the application.

Procedure

To edit a delinquency process type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select D and then click Delinquency Process Type.
    A sub-menu appears.
  3. Click the Search option from the Delinquency Process Type sub-menu.
    The Delinquency Process Type screen appears.
  4. In the Delinquency Process Type zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the delinquency process type whose details you want to edit.

    The Delinquency Process Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the delinquency process type.

    • Delinquency Process Type Events - Used to define an event for the delinquency process type.

    • Algorithms - Used to associate an algorithm with the delinquency process type.

    • Grace Period Configuration - Used to configure the grace period for the delinquency process type.

    • Termination and Reinstatement Configuration - Used to configure the termination and reinstatement for the delinquency process type.

    • Termination Date Rule Priority - Used to define the termination date rule priority for the delinquency process type.

    • Termination Reasons For Automatic Reinstatement - Used to define the termination reason for an automatic reinstatement for the delinquency process type.

    • Trigger Date Recalculation Configuration - Used to configure the trigger date recalculation for the delinquency process type.

    • Approval Configuration - Used to configure an approval for the delinquency process type.

    • Characteristics - Used to define the characteristics for the delinquency process type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Delinquency Process Type Displays the delinquency process type. Not applicable
    Delinquency Entity Type Used to specify the entity type for which the delinquency process type is created. No
    Delinquency Process Business Object Indicates the business object using which you are defining the delinquency process type. Yes
    Description Used to specify the description for the delinquency process type. No
    Detailed Description Used to specify additional information about the delinquency process type. No
    Status Used to indicate the status of the delinquency process type. The valid values are:

    • Active

    • Inactive

    Note: By default, the Active option is selected.
    		 No
    Collection Object Used to indicate those bills which are overdue on the basis of bill or due date. The valid value is:

    • Bill

    Note: At present, the system supports Bill as the collection entity.
    		 No
    Automatic Termination and Reinstatement Required Used to indicate whether automatic termination and reinstatement is required or not for the delinquency process.
    Note: At present, automatic reinstatement is not applicable for individual delinquency.
    		 No
    Delinquency Event Trigger Mode Used to indicate the mode in which the delinquency event must be triggered. The valid values are:

    • Automatic

    • Manual

    • Manual or Automatic

    Note: You must specify the delinquency event trigger mode which is already defined in the system.
    		 No
    Trigger Date Calculation Mode Used to indicate the mode in which the date calculation must be triggered. The valid values are:

    • Latest Bill Due Date with Grace Period

    • Usage Basis

    Note: By default, this field is disabled. It is enabled only when you select the Automatic option from the Delinquency Event Trigger Mode list.
    		 Yes (Conditional)
    Note: This field is required when you select the Automatic option from the Delinquency Event Trigger Mode list.
    Usage Basis Used to indicate the option based on which the date calculation must be take place. The valid values are:

    • Delinquency Process Creation Date

    • Grace Start Date

    • Latest Bill Date

    • Latest Bill Due Date

    Note: By default, this field is disabled. It is enabled only when you select the Usage Basis option from the Trigger Date Calculation Mode list.
    		 Yes (Conditional)
    Note: This field is required when you select the Usage Basis option from the Trigger Date Calculation Mode list.
    Consider Work Days Used to indicate whether you want to consider the work days for delinquency process or not. No
    Tip: Alternatively, you can edit a delinquency process type by clicking the Edit button in the Delinquency Process Type zone.
  5. Enter the required details in the Main section.
  6. Configure an event for the delinquency process type, if required.
  7. Associate the required algorithms with a delinquency process type.
  8. Configure the grace period for the delinquency process type, if required.
  9. Configuring the automatic termination and reinstatement process in a delinquency process type, if required.
  10. Set the termination date rules in a delinquency process type, if required.
  11. Set the reasons for terminating an automatic reinstated membership in a delinquency process type, if required.
  12. Configure the trigger date recalculation method in a delinquency process type, if required.
  13. Configure the approval process in a delinquency process type, if required.
  14. Define characteristics for the delinquency process type, if required.
  15. Click Save.
    The changes made to the delinquency process type are saved.

Related Topics

For more information on... See...
Delinquency Process Type screen Delinquency Process Type
Delinquency Process Type List zone Delinquency Process Type List
Delinquency Process Type zone Delinquency Process Type
How to configure an event for a delinquency process type Configuring an Event for a Delinquency Process Type
How to associate an algorithm with a delinquency process type Associating an Algorithm with a Delinquency Process Type
How to configure the grace period for a delinquency process type Configuring the Grace Period for a Delinquency Process Type
How to configure the automatic termination and reinstatement process in a delinquency process type Configuring the Automatic Termination and Reinstatement Process in a Delinquency Process Type
How to set the termination date rules in a delinquency process type Setting the Termination Date Rules in a Delinquency Process Type
How to set the reasons for termination of an automatic reinstated membership in a delinquency process type Setting the Reasons for Termination of an Automatic Reinstated Membership in a Delinquency Process Type
How to configure the trigger date recalculation method in a delinquency process type Configuring the Trigger Date Recalculation Method in a Delinquency Process Type
How to configure the approval process in a delinquency process type Configuring the Approval Process in a Delinquency Process Type
How to defining a characteristic for a delinquency process type Defining a Characteristic for a Delinquency Process Type