As the customer status changes it is critical for the collections team (manager, agent, and specialists) to be able to capture, view and update information about each status in order to track the delinquency and collect monies owed. It is also important for the user to be able to see summary and detailed information on past statuses for the selected delinquency or account in order to effectively manage the customer's current delinquency.
Use this procedure to view and update delinquency information.
Using the Collections Agent responsibility, in the Collections window, select the Lifecycle tab.
Open delinquencies for the selected view appear.
If you want closed delinquencies as well as open delinquencies, then select Display All.
The table lists open and closed delinquencies.
Select a delinquency from the table to view details about the delinquency.
The details change depending upon the status of the delinquency.
For information on updating delinquency information and escalating a delinquency, see: Updating a Delinquency.