Mapping Events to Actions for a Strategy

Procedure

After you have saved a strategy and created the strategy branches and tasks, you map actions to events. The actions you select tell eCredit what action to take when the event occurs.

To map events to actions for a strategy:

1. Select Admin.
   The Admin Home Page appears.

2. From the Policy Administration tab, select Strategy Setup.
   The Strategies screen appears.

3. Select view/edit in the row for the strategy for which you want to map actions to events.
   The Strategy Definition screen appears.

4. In the Events section, you can make the following selections for the events listed:

• 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.

• Pause: The strategy is inactive 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.

• Escalate: This action halts the strategy, and places an item in the collector’s Work Queue to notify them that the strategy has terminated. The collector can take whatever action your workflow requires, such as write-off or escalation to a manager. No other new action items are generated for the invoice.

• No Action: The strategy does not respond to the event.

• Start Branch: The specified branch executes in response to the event. Any tasks in a collector's Work Queue that were already created by the strategy execution are cleared, and the control date for the start branch is reset. Autonomous tasks for the start branch are executed, and interactive tasks are added to the work queue.

5. Click Save.