Collection Agency Payment Interface Job Fields

Field Name	Field Description
Locations	Click to select the locations that contain the data for the activity.
File Type	Select the file type format the incoming file is in.
Incoming File Path	Type the directory path where the incoming collections file is located.
Processed File Path	Type the path where the processed collections file is stored.
Transaction Date	Enter the date when the transaction is processed. A future date is not allowed.

Full Payment Actions

This section is used to indicate the actions that occur when a payment is received that reduces the amount due to a zero balance.

Field Name	Field Description
Add Case Event	From the drop-down list, select the case event type that indicates an applicable event should occur to each case processed by this job.
Update Collection Status	Click to indicate the collection statuses that should receive a completion date as a result of a full payment. A case can have one or more of the indicated collection statuses. It does not need to have all indicated statuses.
Completion Date	Enter the date when active collection statuses should be marked as completed.

Partial Payment Actions

Field Name	Field Description
Add Case Event	From the drop-down list, select the case event type that indicates the case or payment plan has received a partial payment of the outstanding balance owed.

Returned/Recalled Actions

Field Name	Field Description
Add Case Event	From the drop-down list, select the case event type that indicates the case or payment plan has been returned or recalled from collections.

Closed or Rejected Referral Actions

This section lets you add a case event and to indicate a collection status to be updated with a completed date for case referrals in either the Closed Referral File or the Reject Referral File received from the collection agency.

Field Name	Field Description
Add Case Event	From the drop-down list, select the case event type that indicates the case or payment plan has been closed or rejected from collections.
Update Collection Status	Click to select the collection statuses that will receive a completion date to indicate they are no longer active.
Completion Date	Enter the date when the completion date should be to add to the indicated collection status.

Referral Update Actions

This section lets you add a case event to an existing collection agency case referral, in addition to processing the party information updates indicated in the incoming file from the collection agency.

Field Name	Field Description
Add Case Event	From the drop-down list, select the case event type that indicates the party address or Social Security number on the case or payment plan has been updated from collections.

Collection Agency Fee Category

This section is used to used to configure a fee category to be used in applying the agency fee amount to the case or payment plan.

Field Name	Field Description
Credit Type	From the drop-down list, select the payment type that indicates a collection agency fee is being credited.
Fee Category	Click to select the fee categories that will contain the collection agency fee codes.