Search Delinquency Process

The Search Delinquency Process zone allows you to search for a delinquency process using various search criteria. It contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to search for a delinquency process using the process details, or person, or account, or membership details. The valid values are:
    • Process Details

    • Person/Account/Membership Details

    Note: By default, the Process Details option is selected.
    Yes
    Delinquency Process ID Used to search a delinquency process using the delinquency process ID.
    Note: This field appears when the Process Details option is selected from the Search By list.
    No
    Delinquency Process Type Used to search delinquency processes with a particular delinquency process type. No
    Delinquency Event Type Used to search delinquency processes with a particular delinquency event type.
    Note: This field appears when the Process Details option is selected from the Search By list.
    No
    Status Used to search delinquency processes with a particular status. The valid values are:
    • Canceled

    • Completed

    • On Hold

    • Initiated

    • Delinquency In Progress

    • Pending Reinstatement

    • Pending Termination

    • Customer Reinstated

    • Reinstatement Payment/Adjustment Canceled

    • Automatic Reinstatement Stopped

    • Request Reinstatement

    • Customer Terminated

    No
    Event Preview Status Used to search delinquency processes with a particular event preview status. The valid values are:
    • Completed

    • In Progress

    • Not Required

    • Pending

    • Pending Evaluation

    Note: This field appears when the Process Details option is selected from the Search By list.
    No
    Created From Used to search delinquency processes which are created from a particular date onwards. No
    Created Until Used to search delinquency processes which are created till a particular date. No
    Collection Class Used to search delinquency processes with a particular collection class.
    Note: This field appears when the Process Details option is selected from the Search By list.
    No
    Person ID Used to delinquency processes which are created for a specific person.
    Note:

    It has a link. On clicking the link, the Person screen appears, where you can view the details of the respective person.

    The Search (The Search Icon) icon appears corresponding to the Person ID field. On clicking the Search (The Search Icon) icon, the Person Search window appears. On specifying the person, the description of the person appears corresponding to the Person ID field.

    This field appears when the Person/Account/Membership Details option is selected from the Search By list.

    No
    Account ID Used to delinquency processes which are created for a specific account.
    Note:

    It has a link. On clicking the link, the Account screen appears, where you can view the details of the respective account.

    The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search (The Search Icon) icon, the Account Search window appears. On specifying the person, the description of the account appears corresponding to the Account ID field.

    This field appears when the Person/Account/Membership Details option is selected from the Search By list.

    No
    Note: You must specify at least one search criterion while searching for a delinquency process.
  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Delinquency Process Information Displays information about the delinquency process.
    Note: It has a link. On clicking the link, the Delinquency Process screen appears where you can view the details of the respective delinquency process.
    Person Identifier Indicates the person identifier associated with the delinquency process.
    Person Name Indicates the person associated with the delinquency process.
    Delinquency Entity Indicates the entity for which the delinquency process is created.
    Create Date/Time Displays the date and time when the delinquency process is created.
    Status Indicates the status of the delinquency process. The valid values are:
    • Canceled

    • Completed

    • On Hold

    • Initiated

    • Delinquency In Progress

    • Pending Reinstatement

    • Pending Termination

    • Customer Reinstated

    • Reinstatement Payment/Adjustment Canceled

    • Automatic Reinstatement Stopped

    • Request Reinstatement

    • Customer Terminated

    Cancel On clicking the Cancel (The Cancel Icon) icon, the Initiate Cancellation of Delinquency Process screen appears where you can specify the details why you want to initiate cancelation of the selected delinquency process.
    Request Reinstatement On clicking the Request Reinstatement (The Request Reinstatement Icon) icon, the Initiate Reinstate for Delinquency Process screen appears where you can specify the reason why you want to initiate reinstatement of the group membership.
    Note: This icon appears only when the delinquency process is created for a group membership.
    Hold On clicking the Hold (The Hold Icon) icon, the Initiate Hold for Delinquency Process screen appears where you can specify the details why you want to initiate hold for the selected delinquency process.
    Release On clicking the Release (The Release Icon) icon, the Initiate Release for Delinquency Process screen appears where you can specify the details why you want to initiate release for the selected delinquency process.
    Delinquency Process ID Displays the delinquency process ID.
    Note:

    Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

    You can filter the list using various search criteria (such as, Delinquency Process ID, Delinquency Process Type, Delinquency Event Type, Status, Event Preview Status, Created From, Created Until, and Collection Class) available in the Filter area. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.