Import Collection Agency File Fields
Complete the following fields to process the Import Collection Agency job.
Import Collection Agency File Fields
| Field Name | Field Description |
|---|---|
| Locations | Click  to select the locations that contain the data for the activity.
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| File Type | From the drop-down list, select the file type of the incoming collection agency file. |
| Incoming File Path | Type the location on your system where the incoming collections file is saved. |
| Processed File Path | Type the location on your system where the processed collections file is saved. |
| Transaction Date | Enter the date when the transaction takes place. |
Full Payment Actions
| Field Name | Field Description |
|---|---|
| Add Case Event | From the drop-down list, select the event type that indicates the balance is zero and the collection referral is closed. |
| Update Collection Status | Click  to select collection statuses that receive a completion date to indicate that they are no longer active.
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| Completion Date | Enter the date when the completion status entered in the Update Collection Status field should be added. |
| Allow Overpayments Over Threshold | Select this check box to allow payments that exceed the overpayment threshold. If this check box is not selected, payments over the threshold cause an error. |
Partial Payment Actions
| Field Name | Field Description |
|---|---|
| Add Case Event | From the drop-down list, select the case event type that indicates the balance has been reduced by a partial payment but is not zero, and the referral remains open. |
Returned/Recalled Actions
| Field Name | Field Description |
|---|---|
| Add Case Event | From the drop-down list, select the case event type that indicates that the payment plan has been returned or recalled from collections. |
Closed or Rejected Referral 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 closed or rejected from collections. |
| Update Collection Status | Click to select collection statuses that receive a completion date to indicate that they are no longer active.
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| Completion Date | Enter the date when the completion status entered in the Update Collection Status field should be added. |
Referral Update Actions
| 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
| 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 Categories | Type the fee category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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