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To direct the strategy and maintain action items, if
an invoice event affects your strategy, you must specify the actions a
strategy takes in response to the event. The invoice events occur when
a new invoice is entered in the system and when a user enters a promise
or dispute, or changes the status for an existing promise or dispute.
After saving the strategy and entering information for
the strategy branches, you map the events to actions. To map events to
actions, you must have already defined the branches for the Start Branch
actions you select.
The following table describes the invoice events that
you can associate with actions when defining strategies.
|
Event |
Description |
|
New Invoice |
Enter the action you want to occur when a new invoice
enters the system. Typically, you enter a branch that is the main branch
for handling the invoice.
|
|
Promise Taken |
When a collector first enters a promise in eCredit,
the status for the Promise is Promise Taken and the action you specify
here occurs. When a collector enters a promise to pay into eCredit a 'Review
Promise' action item is automatically generated on the due date for the
promised payment.
If there is an active promise when the promise is taken,
eCredit voids the active promise and removes from the Work Queue any pending
Review Promise tasks generated for that promise. A Review Promise task
is added to the Work Queue for each payment date specified in the new
promise.
|
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Promise Fulfilled |
When a collector enters Promise Fulfilled as the status
for a promise, the action you specify here occurs.
Any pending Review Promise tasks generated for the promise
are removed from the collector's work queue. |
|
Promise Partially Fulfilled |
When a collector enters the promise status Promise Partially
Fulfilled, the action you specify here occurs. Any pending Review Promise
tasks generated for this promise related to promise payments that have
been satisfied are removed from the collector's work queue.
|
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Promise Broken |
When a collector enters the status Promise Broken for
a promise, the action you specify here occurs.
Any pending Review Promise tasks generated for the promise
are removed from the collector's Work Queue. |
|
Promise Cancelled |
When a collector enters the status Promise Cancelled
for an existing Promise, the action you specify here occurs. By mapping
no action to the Promise Cancelled event, you enable collectors to void
a promise without any action occurring.
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Dispute Declared |
When a collector enters the status Full Dispute Declared
for a dispute, the action you specify here occurs.
In addition to the action you specify here, the notification
setup rules execute to determine the resolver. |
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Partial Dispute Declared |
When a collector enters the status Partial Dispute Declared
for a dispute, the action you specify here occurs.
In addition to the action you specify here, the notification
setup rules execute to determine the resolver.
|
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Dispute Partially Resolved |
When a collector enters the status Dispute Partially
Resolved for a dispute, the action you specify here occurs.
|
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Dispute Resolved with Balance |
When a collector enters the status Dispute Resolved
with Balance for a dispute, the action you specify here occurs.
|
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Dispute Resolved with Zero Balance |
When a collector enters the status Dispute Resolved
with Zero Balance for a dispute, the action you specify here occurs.
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The actions for these events can be:
|
Action |
Description |
|
No Action |
An event that has No Action means that the event does
not affect the strategy.
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Halt |
The strategy stops in response to the event. Any tasks
in the collector's Work Queue that were created by the strategy execution
are cleared. The strategy can resume in response to system events, such
as a new status for a promise or dispute.
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Pause |
The strategy stops in response to the event. Any tasks
in the collector's Work Queue that were created by the strategy execution
remain, and the strategy can resume in response to system events, such
as a new status for a promise or dispute.
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Escalate |
This action ends the strategy, and clears pending action
items from the collector's work queue. A final action is placed in the
assigned collector's work queue notifying the collector that the strategy
has terminated. The strategy cannot resume in response to another invoice
event. No other new action items are generated for the invoice.
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Start Branch |
An event with this action initiates and executes the
specified branch. Any tasks in the collector's Work Queue that were already
created by the strategy execution are cleared and the control date for
the start branch is set. If the event for the Start Branch action is a
new promise or dispute, the control date is reset to the date for the
new promise or dispute. As their due dates are reached, auto tasks for
the start branch are executed, and interactive tasks are added to the
collector's work queue.
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