Collections Questionnaire
The following table provides a list of profile options set when you answer questions in the Collections Questionnaire.
Collections Checklist: Operations Setup
The following table provides a list of profile options set when you answer questions in the Operations Setup section of the Collections Checklist.
| Topic | Question | Sets |
|---|---|---|
| General Collections Information | What aging bucket should be automatically displayed? | IEX: Collections Bucket |
| General Collections Information | Should collectors have access to all customers or only customers they work with? | IEX: Work Queue Access |
| General Collections Information | At which level do you assign territories to collectors? | IEX: Territory Access Level |
| General Collections Information | Select the exchange rate type for multi-currency transactions. | IEX: Collections Rate Type |
| General Collections Information | Are collectors allowed to assign or release a customer credit hold? | IEX: Enable Credit Hold |
| General Collections Information | Will collectors initiate service hold requests? | IEX: Service Hold on Delinquencies |
| General Collections Information | Which items do you want to track from customer interactions? | IEX: Activity Enabled in Account IEX: Activity Enabled in Adjustment IEX: Activity Enabled in Delinquency IEX: Activity Enabled in Dispute IEX: Activity Enabled in Payment IEX: Activity Enabled in Promises IEX: Activity Enabled in Strategy |
| Display Preferences | Select the tab that will be displayed when a collector opens the Collections window. | IEX: Default Tab in Collections |
| Display Preferences | Select the default history type for the History tab. | IEX: Default History Type |
| Display Preferences | Select the Search tab to be displayed in the Search window. | IEX: Default Universal Search Tab |
| Display Preferences | Which search type will be displayed in the Search window? | IEX: Default Universal Search Type |
| Display Preferences | What is the minimum number of characters that an agent needs to type before seeing a list of values? | IEX: Minimum Number of Characters for Lookup |
| Display Preferences | How many days of data do you want to display automatically on the History and Transaction tabs? | IEX: Default Date Range Span |
| Display Preferences | How many days forward or back from today's date should the date range start? | IEX: Default End Date Range Span |
| Display Preferences | Should data be displayed automatically for collectors? | IEX: Automatically Populate Grids |
| Display Preferences | Should collectors see more than one operating unit in the Work Queue? | IEU: Desktop: UI: Show Quick Filter Panel |
| Display Preferences | Select the default payment method tab to be displayed on the Payments window. | IEX: Default Payment Method |
| Display Preferences | Do you want to calculate metrics in batch or real-time? | IEX: Metric Calculation Method |
| Correspondence | How do you want to send correspondence after each customer interaction? | IEX: Send Correspondence Automatically |
| Correspondence | What should be the default send correspondence method? | IEX: Fulfillment Send Method |
| Correspondence | For each of the following select the letter template to be used. | IEX: Adjustment Fulfillment Template IEX: Consolidated Invoice Template IEX: Dispute Confirmation Letter IEX: Invoice Fulfillment Template IEX: Pay Reversal Confirmation Letter IEX: Payment Confirmation Letter IEX: Promise to Pay Confirmation Letter |
| Correspondence | For each of the following, enter the XML Publisher setting. | IEX: Fax IPP Host IEX: Fax IPP Port IEX: Fax IPP Printer Name IEX: IPP Printer Name IEX: Print IPP Host IEX: Print IPP Port IEX: SMTP Host |
| Correspondence | What 'From' address should appear in XML e-mail correspondence? | IEX: SMTP From |
Collections Checklist: Transaction Setup
The following table provides a list of profile options set when you answer questions in the Transactions Setup section of the Collections Checklist.
| Topic | Question | Sets |
|---|---|---|
| Configure Transaction Processing | Select the default transaction type for the Transaction tab. | IEX: Default Transaction Type |
| Configure Transaction Processing | Select the name of the vendor bank used to process electronic payments. | IEX: iPayment Payee ID |
| Configure Transaction Processing | Can collectors update customer bank account and credit card information? | IEX: Allow Changes to Customer Payment Data |
| Configure Transaction Processing | How many days after the promise payment due date will a promise be called broken? | IEX: Promise Grace Period |
| Configure Transaction Processing | How many days from a payment due date can a promise to pay be made? | IEX: Maximum Promise to Pay Range |
| Configure Transaction Processing | How many days after the promise is broken should a callback be scheduled? | IEX: Callback Days for Broken Promise |
| Configure Transaction Processing | Can more than one promise to pay have the same promise due date? | IEX: Allow Promise Date Duplication Within Account |
Collections Checklist: Collections Method Setup
The following table provides a list of profile options set when you answer questions in the Collections Method Setup section of the Collections Checklist.
| Topic | Question | Sets |
|---|---|---|
| Define Strategy Defaults | Select a default strategy template. | IEX: Strategy Default Template |