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Adding Auto Contact Tasks to a Strategy Branch

Procedure

To add an auto contact task to a strategy branch:

Select Admin.
The Admin Home Page appears.
From the Policy Administration tab, select Strategy Setup.
The Strategies screen appears.
Select view/edit in the row for the strategy to which you want to add an auto contact task.
The Strategy Definition screen appears.
In the Branch section, select view/edit in the row for the branch to which you want to add the auto contact task.
The Branch Definition screen appears.
In the Tasks section, click Add.
The Task Definition screen appears.
Enter the task name and the number of offset days for the task. eCredit calculates the task due date by adding the offset date for the branch to the branch control date, and then adding the offset days for the task to that date.
Select Yes for the Auto option button.
Optionally, if the autonomous task will ever be converted to a work queue action item, select the priority for the task. The priority appears in the collector's work queue.
Select the Action Type as Contact.
The screen refreshes to display the fields for contact tasks.
Enter or select the following for the Contact task:

The Contact Category as external or internal to your organization. The contact category determines the contact who receives the correspondence, and should match the contact type sent for the invoice or customer.

The Contact Type that describes the role that the contact performs, such as bank, sales, or company rep. The contact sent for the invoice or customer must match the contact category and type defined for the task.

Is primary to determine if the contact to receive the correspondence is the primary contact for the invoice. The contact entered for the invoice or customer should match the 'Is Primary' selection you make.
The template to use for the correspondence.

Look Ahead days to determine the number of days to look ahead for the same correspondence action items that are for the same contact using the same e-mail (for e-mail delivery methods) or fax address (for fax delivery methods). Look ahead days are used differently depending on whether or not your eCredit implementation is set up to group the same action items for multiple invoices into a single correspondence. More

The Primary, Secondary, and Tertiary Delivery Methods. The primary method is used if sufficient address information is entered for the contact specified for the task. The secondary method is used if sufficient information is not available for the primary method. The tertiary method is used if sufficient information is not available for the secondary method.
Error Notification: If you select Yes, if the auto Contact task fails, an action item for the collector is created so that the collector can troubleshoot the problem and resend the message.

If your implementation is not set up for grouping, you can select one of the following for Confirmation Mode. Confirmation Mode converts an autonomous correspondence task to a user interactive task.

When Promise of Dispute is Active: eCredit convert the autonomous task to an action item in a user's work queue when a dispute or promise is active.
Never: the task is always autonomous
Always: the task always becomes a user-interactive task

If your implementation is not set up for grouping, you can select one of the following for Schedule Mode:

Sequenced: the task executes as soon as the scheduled date is reached and all task with previous scheduled dates have executed

Dependent: the task executes when its due date is reached, and another, specified task in the branch has executed