Advanced Collections – Creating Tasks for Pre-Delinquency Calls
Posted by anilrpatil on October 14, 2009
One of our Clients has implemented Advanced Collections and is running their strategies at ‘Account Level’. To manage the collections activities proactively, they felt the need of notifying the Collectors in advance of some high dollar amount invoices that would get due in the next ‘x’ number of days. The Collectors can then give a pre-delinquency phone call to the customer to check if all is fine and if they can expect the payment on or before the due date. This would help them in better Collections. If there are any issues like Invoice not received, Error in Billing or any other issue, they can get it resolved well in advance. The need was for a fully automated solution that would create a task to notify the collectors and the collectors can access and work on their task from their Collections Work Queue.
This document describes how we created tasks for ‘Pre-Delinquency Calls’ and assigned the tasks to the Collectors. Click here to read about our solution
[ Keywords: Advanced Collections, API, Delinquency, Deleinquent, JTF, JTF_TASKS_PUB, Tasks ]
Nitin Sharma said
Hi Anil,
Very nice document indeed. This solution goes on to demonstrate the fact that efficiency can be achieved by implementing simple solutions. The need is to only identify them.
Keep Blogging.
Thanks,
Nitin
Tim said
Good solution.
Could this also be done by setting up a strategy in such a way making use of the ‘Lowest Applicable Score’ parameter linked to a phone call work item?