Beyond: Action Processing

Beyond: Action Processing

Action Processing is a new system of working, updating, editing, and inputting accounts in Beyond. This new system allows your agency the freedom to create specific actions based on the individual needs of the company and they way you work accounts. These actions are used to automate the process of working accounts, dropping new business, and improving the collector work flow at the action line. Action processing contains several utilities which emulates the Manager, DAKCS Query, and Intercept, and offers greater customization and flexibility.

What is an Action?

An action is a collection of events or processes that the system uses to automatically perform account processing. The actions are specific and customizable to the needs and demands of your agency. Actions are made up of events or processes that are organized in a flow. An action run on an account will proceed through the events, which will perform specific processes on the account.

Where are Actions Used?

Actions are implemented in the system in many areas of the system:

Action Line

As collectors work accounts, actions are run at the action line in a new way. The system actions contain all the default actions the collectors are used to, but you have control over the actions available for individual collectors and can design new actions that are customized to the needs of your agency.

Nightly Process

Scheduled and jackdated actions are run during the nightly process by Visual Intercept, which works in conjunction with Intercept.


Actions can be assigned to an account, so that when the jackdate on that account expires, Visual Intercept will run the action on the account during the nightly process.


When a system event occurs, triggers can be set up to run actions on affected accounts. New Business, for example, can be a trigger, and the system will automatically assign the new accounts a specified action.

Additional Processing

Using the new Advanced Inquiry features, you can search for a specific set of accounts in your system and apply an action to those accounts. Some examples include changing the status code, jackdating the accounts, and sending the account to a work queue.

Components of Action Processing

Employing Action Processing requires the use of a few components:

Action Maintenance

The Action Maintenance is a new main menu item under System Administration that contains four utilities:

Action Designer

The Action Designer is where the actions are created and maintained.

Action Trigger Setup

The Action Trigger Setup is where the actions triggers are created and maintained.

Action Queue Maintenance

The Action Queue Maintenance allows for monitoring and editing scheduled actions that have not yet been processed.

Action System Generation

The Action System Generation controls the system default action for the action line.

Visual Intercept Client and Manager

The Visual Intercept Client is a utility which process actions during the nightly process, similar to how the Intercept handles the current nightly process. The client is designed so that the processing load for running actions can be divided out to any workstation connected to the system with the client installed on those workstations. When the Visual Intercept Server processes actions, it sends those actions to the workstations for processing. The Visual Intercept Manager is a program which controls the settings and monitors the actions of the client.

Action Line in the Collector Work Flow

Collectors use actions at the action line as a part of working accounts. Although the collector work flow is now highly customizable, the built-in Legacy action emulates the existing collector work flow. The only change is that collectors enter the Legacy action at the action line. All actions are permission based, so collectors only have the option of running actions for which they have permission. The actions run at the action line often contain prompts and input screens for the collectors to enter needed data.

New Debtor Tabs and Account Tab

When a debtor has an account with a scheduled action, the tab "Action Queue" will show in the debtor tabs. The Action Queue tab displays all accounts under the debtor with scheduled actions.  When a debtor has an account with a jackdate driven action with an error, the tab "Jackdate Pull Error" will show in the debtor tabs. This tab shows the accounts with a jackdate driven action error. A user with permissions enabled can modify those scheduled and jackdate driven actions on these tabs without having to open Action Maintenance.

When an account has a jackdate driven action code set, the Account Action tab will show in the account tabs. This tab shows the action code assigned. A user with permission can edit the action code.

Additional Processing in Advanced Inquiry

After completing a query using Advanced Inquiry, actions can be run on the returned accounts. These actions can be run immediately, be scheduled, or be set to run when the account's jackdate expires.

Automating Your Business Using Actions

Once your agency has created actions and triggers, Action Processing becomes a seamless part of the day-to-day operations. When you enter new business into the system, an action will be triggered on the accounts which will run during the nightly process. The results of the action will generally either put the new accounts into a work que or assign the account another action.

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